Every client touchpoint matters

Every client touchpoint matters whether a new lead or a long-time customer. Ensure an immediate, personal, and consistent experience for every client with Actions.

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Orchestrate an immediate, authentic, and compliant response

The Actions engine ingests source data such as new leads or lifecycle events into Hearsay, and then prompts advisors and agents to connect with customers across social channels, website, mobile texting, and calling, in a seamless, integrated and compliant manner.

Increase lead conversion

Immediate lead follow-up on a 1:1 channel has been shown to increase conversion by as much as 37%. Actions closes the feedback loop between corporate office and field teams, bringing a measurable, scalable process to lead conversion, so that firms can realize increased ROI from their investments in advertising and inbound lead generation campaigns.
Hearsay Actions feature
Hearsay Actions feature

Help each agent or advisor act like your best one

Response times can make or break a business. From first to last interaction, Actions automates a personalized customer experience through triggered notifications that enable rapid response, and push notifications that prompt follow-up behaviors.

Deepen relationships and improve customer retention 

Tracking key moments in a customer’s life cycle is critical for reducing churn, identifying upsell opportunities, increasing conversions, and uncovering unrealized value. Actions identifies these customer events—like a change of address, income increase, or missed billing cycle—to automate personal outreach. Combined with push notifications that coach optimal follow-up behaviors, Actions can dramatically improve conversion rates, expand share of wallet and improve retention. 
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Hearsay Actions feature

Unprecedented insights and collaboration with your field

In today’s data-driven age, corporate teams and field advisors must collaborate more closely than ever before. By leveraging lead disposition insights, Actions signals the best-performing message and optimal cadence for each lead, in order to surface a clear line of sight to help coach reps. Collaboration between corporate and the field will never be the same.

Ensure a simplified, seamless customer experience with our compliance-led platform and enterprise integrations


Compliance is at the core of Hearsay solutions, and Actions is no exception. We partner with you to ensure proper consent is captured as part of the lead conversion process.


Integrate seamlessly with leading platforms for CRM, archiving and content publishing to extend your financial services business value.

Want to learn more about Hearsay Actions?