April 18, 2023

Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations

Hearsay breaks new ground with AI-based content recommendations and enhanced curation of third-party, compliant content

Company announces partnership with Jasper AI to provide new ways to combine the powers of generative AI with human talent

SAN FRANCISCO – April 18, 2023 – Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, today announced Content+. With Hearsay Content+, digital content administrators can design, manage and curate exclusive, compliant third-party content collections within Hearsay Social and Sites, boosting their content strategy while mitigating risk. Available now, Content+ is the next bold step forward for Hearsay as it continues to deliver the most holistic content offering for the financial services industry.

In addition to launching Content+, Hearsay has enhanced its content recommendation capabilities for advisors. Users benefit from AI-powered, personalized “Netflix-style” recommendations—that learn from inputs such as audience engagement, peer success and user interests—to dynamically curate the most impactful content for each user's specific social audience. Firms benefit from embedded supervision capabilities that align content with an organization’s risk tolerance, as content is screened according to a firm’s lexicon and automatically enters compliance workflows.

The Content+ Difference

For financial firms that want to take their content strategy to the next level, Content+ uses AI to enable program administrators and marketers to tailor content to the unique needs of an organization, its representatives and its audiences. Administrators determine their content approach and define topics and parameters important to their business, including hierarchies, geographies, customizable compliance rules and more. Notably, content collections are exclusive to their firm, and users can create as many collections as they’d like.

“Tailored, relevant and timely content is the lifeblood of a social marketing program, but it’s not always easy to do well at scale or in full compliance,” said Mike Boese, CEO of Hearsay Systems. “We’re excited to make AI technologies accessible at both the advisor and firm level by leveraging the best machine learning models and most comprehensive training datasets.”

Combining the Powers of Generative AI with Human Talent

Hearsay has also partnered with Jasper to facilitate AI-generated content in a compliant manner suited for financial services organizations. Hearsay users will be able to generate relevant, high-quality social media content, as Jasper sparks new ideas for captions, summaries or full-blown articles. Jasper's AI Engine automatically selects the best underlying model for the query from a range of Large Language Models (LLMs)—including OpenAI’s GPT-4—and then enhances it to include optimizations that fit the user’s brand voice.

"We’re excited to partner with Hearsay to unlock generative AI capabilities within regulated financial services markets,” said Dave Rogenmoser, CEO of Jasper. “Like Hearsay, Jasper understands that different industries have unique needs when it comes to their use of AI. Jasper helps users access and enhance the best models for each use case to help teams easily create exceptional content that’s consistent with their brand. We’re thrilled to collaborate with Hearsay to deliver this value to the financial services industry."

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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