Compliant social media for financial services

Hearsay Social makes it easy to drive awareness and connect with clients through authentic interactions and personalized messaging, rather than canned responses.

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90% reduction

in time spent finding/creating content per publish*

10% increase

in number of leads converted into clients*

80% reduction

in time spent reviewing/pre-approving content and addressing issues*

90% reduction

Average rating of this great product.

10% increase

Users surveyed say they achieved positive results.

80% reduction

A huge number that represents high growth.
Hearsay Social feature

Scale advisor reach 

Social media for business is a team sport. With Hearsay Social, marketers can oversee advisor profiles and create a robust post library with themed campaigns—while ensuring brand consistency and oversight through built-in compliance. Financial representatives can confidently develop a branded social media presence with guidance from marketing, and receive administrative support from an in-office team.

Guide advisors to optimal behaviors

Marketers can set in-app actions to prompt advisor behavior based on a wide range of triggers. Field representatives are then alerted when individuals in their network are at an optimal point for engagement. Out-of-the-box analytics and reporting provide universal and rep-specific metrics, which help inform campaign development and refine prompts.
Hearsay Social feature
Hearsay Social feature

Drive authentic connections

Field representatives must share their authentic selves to successfully build relationships and grow their business. Hearsay Social makes it possible to personalize posts and curate content from an extensive library with self-produced content undergoing built-in oversight from marketing and compliance. Marketers support the field with modifiable content, thought starters and more, to help them engage target audiences. 
“A big advisor pain point is that they don't have time in their day to learn and utilize another tool. Hearsay's platform is really a time saver and productivity booster for our advisors. We market it as an efficiency tool.”
Kiersten Stamn
Ameriprise Financial Services

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


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


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

Want to learn more about Hearsay Social?