2022 Hearsay Summit highlights

Watch recorded keynote and breakout sessions from the event
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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.

You can now review highlights by accessing the recorded keynote and breakout sessions from the event below.

Opening Session

  • Mike Boese, CEO, Hearsay Systems
  • Lenny Acrigarofalo, Head of Advisor Platforms & Advisor Enablement, Wells Fargo
  • Pradeep Ananth, VP of Client Services, Hearsay Systems
  • Matt Newman, CCO, Hearsay Systems
  • Beth Norman, Managing Director, RBC Wealth Management
  • Tim Rickards, Director of Social & Content Strategy, Hearsay Systems
  • Roger Tye, VP of Digital Connectivity, Marketing, Allstate

‍Path to personalization: the social selling multiplier

  • Leslie Leach, CMSO, Hearsay Systems
  • Christine Meginness, Program Director, Sites, Hearsay Systems
  • Tim Rickards, Director of Social & Content Strategy, Hearsay Systems

Balance your compliance footprint with the right content mix

  • Owen Donley, Chief Counsel, Office of Investor Education and Advocacy, SEC
  • Bill Simpson, Compliance Principal, Hearsay Systems

ROI Roadmap: Measure and communicate your program’s value

  • Corinna Graham-Reilly, Senior Marketing Manager, Liberty Mutual Insurance
  • Alex Schuster, VP of Digital Transformation, Hearsay Systems

Route to Success: Governance options for Social, Relate and Sites programs

  • BethAnn Meier, Director, Field & Product Marketing, American Family Insurance
  • Alex Schuster, VP of Digital Transformation, Hearsay Systems

Harnessing speed and agility to improve lead conversion

  • Pradeep Ananth, VP of Client Services, Hearsay Systems
  • Alexis Dufresne, CEO, Faveeo
  • Colin Kinsella, Former CEO Havas/Mindshare/Digitas & Former President Razorfish

Finetune Your Content Engine

  • Kia Repo, Principal Product Manager, Hearsay Systems
  • Tim Rickards, Director of Social & Content Strategy, Hearsay Systems
  • Bill Simpson, Compliance Principal, Hearsay Systems

Executive Panel discussion and closing session

  • Zack Gipson, Managing Director, Head of Digital Investor Solutions, Charles Schwab
  • Rohit Mahna, Head of Client Growth, Fidelity Institutional
  • Sherina Smith, CMO, American Family Insurance
  • Moderator: Kimberly Miller, VP of Sales for North America, LinkedIn
  • Craig Culver, Industry Manager, Insurance at Meta

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