May 3, 2022

Financial Services Leaders Plot the Road Ahead at 10th Annual Hearsay Summit

Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, today announced that it held its 10th annual Hearsay Summit on April 26. The event brought together the top leaders in financial services technology for valuable keynotes, breakout sessions, and discussions. Speakers included leaders from Allstate, American Family Insurance, Charles Schwab, Fidelity Institutional, Liberty Mutual Insurance, RBC Wealth Management, Wells Fargo, as well as LinkedIn, Meta, and the SEC.

This year’s Summit focused on how the most successful organizations in financial services have been able to navigate pivots, turns, and regulations post-pandemic by embracing technology to accelerate productivity and leverage new channels of client engagement, all while proactively mitigating risk.

In keeping with its theme – The Road Ahead – Hearsay Summit 2022 participants showcased the insights and learnings they’re applying to forge a new path in financial services, fit for a new era. This involved driving personal brand differentiation for advisors and agents, measuring and communicating ROI on social selling programs, and considering the implications and approaches to Web 3.0 and the Metaverse.

“In light of the radical change of the last few years, the industry has adopted an increasingly personalized, hybrid digital-human approach,” said Leslie Leach, Chief Marketing & Strategy Officer of Hearsay Systems. “Hearsay Summit has a long history of bringing together fintech leaders for productive conversations that produce fresh ideas on how they can accomplish more and better serve their clients all while meeting regulatory requirements.”

And the Innovators Are…

In addition to Summit programming, each year Hearsay honors select companies for their accomplishments. The Innovator Awards program celebrates financial services leaders who use Hearsay to elevate the customer experience and deliver outstanding value to clients.

Category winners were selected by a panel of judges based on the creativity, impact, and business value of their Hearsay use case. The 2022 Innovator Award Winners are:

  • Most Innovative Compliance Strategy
  • Pam Hess and Kyle Klendworth, Country Financial
  • Movers and Shakers
  • Tracy Benillouz, Natixis
  • Kathleen Mayko and Kelly Twohig, Massachusetts Mutual
  • Lindsay Callahan, MFS Investment Management
  • Exceptional ROI for Social and Sites
  • Hearsay Social: Nicole Costantino, Ian Sepp, Allaire Guralnik, Morgan Stanley
  • Hearsay Sites: Sarah Kinkead and Chris Johnson, Janney
  • Excellence in Digital Communications Transformation
  • John Heidrich and Alicia Burns, Allstate

To watch a recap of Summit sessions, and learn more about this year’s winners and their use cases, please visit:

About Hearsay
As the trusted global leader in digital client engagement for financial services, Hearsay Systems empowers over 260,000 advisors and agents to proactively guide and capture the last mile of digital communications in a compliant manner. The world’s leading financial firms—including BlackRock, Charles Schwab, and New York Life—rely on Hearsay’s compliance-driven platform to scale their reach, optimize sales engagements, grow their business and deliver exceptional client service. Hearsay is headquartered in San Francisco, with globally distributed teams in North America, Europe and Asia.

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