A former Salesforce exec left to build a startup that solved two key problems customer service reps faced on the platform. Now, a decade later, she’s partnering with the cloud giant to make financial communication more personal
As the trusted global leader in digital client engagement for financial services, Hearsay Systems empowers over 200,000 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 New York Life, Morgan Stanley, and Charles Schwab—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.