Embed Relate directly into your CRM system to allow advisors and agents to work from a single interface. Automatically capture contact information and activities, providing visibility to corporate stakeholders. Relate combined with Hearsay Actions guides immediate, authentic and compliant responses on behalf of your field.

Delegate work, such as scheduling meetings and service-related communications, to the right resources, while maintaining a seamless customer experience. Save administrative time using pre-scheduled texts and bulk messages. Share access across desktop and mobile devices while protecting sensitive information. Now, your advisors can focus on what they do best—advising clients.