HEARSAY RElate

Enterprise-grade, compliant text and voice

Drive client satisfaction by making compliant, on-the-go communication intuitive, efficient and easy, while your field benefits from guidance they need to succeed and grow.

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Business man sitting on steps texting

80% reduction

in time spent on client follow-up*

10% increase

in number of leads converted into clients*

1.0% increase

in revenues due to increased customer loyalty*
Hearsay Relate feature

Connect with clients on the channel they prefer

It’s timely. It’s personal. It’s efficient. Texting is the preferred channel for prospects and clients, and the most effective channel for keeping them engaged. Whether through timely responses, recommended actions or suggested replies at key moments, your advisors won’t miss a beat. 

Allow advisors to prioritize the right work, and delegate the rest

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. 
Hearsay Relate feature
Hearsay Relate feature

Integrate with CRM to drive better-informed, more timely outreach

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.

Address regulatory compliance and supervision

Protect your company and individual advisors through contextualized pre-review, using our Universal Dashboard and workflows, drastically reducing time and resources for supervision. Our archive integrations ensure that data is captured in its entirety and with context. 
CUSTOMER INSIGHT

“Hearsay’s SMS supervision allowed us to scale to thousands of advisors without adding headcount.”

VP Risk & Supervision
Fortune 100 Bank
“This is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper engagement earlier on in the process.”
Caroline Feeney
CEO, U.S. Insurance & Retirement Businesses, Prudential Financial

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

Compliance

Reduce cost, complexity and risk, and confidently deploy digital client engagement channels by leveraging Hearsay’s compliance-led platform for financial services.

Integrations

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

Want to learn more about Hearsay Relate?