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Hearsay Social
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Results from a new InvestmentNews survey show advisors are worried about compliance, generational wealth transfer, and attracting new and next-gen clients.
Advisers also worry about attracting new clients in the future, survey shows
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In our discussion we explore Julia’s background, have a deep conversation about optimism, and her day-to-day interactions with our customers as they begin their Hearsay Social Experience. We also do a brief interview in Spanish with David Robles of our Engineering team.
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Huge congrats to several Hearsay Social customers, including Raymond James, for being named one of the most influential IBDs on social media!
Almost half of advisors at independent broker/dealers use social media, according to WealthManagement.com’s All-Channel Benchmarking Survey. But what about the firms themselves? Here are the top 10 IBDs that best take advantage of this marketing tool.
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Hearsay Social CEO Clara Shih participated on a panel about the impact of Silicon Valley on the world at yesterday's Stanford Computer Science Department's 50th Anniversary event, alongside Jerry Yang (Yahoo! founder) and Sam Altman (Y Combinator president).
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Four excellent reasons why we still need to be masters of conversation.
Good, old-fashioned conversation is still the best way to build client relationships. Here are 4 more reasons why.
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In our latest podcast, Norah Denley of LIMRA shares the results of a recent survey of member companies on their adoption and growth of social media use by their advisors, and what it takes to help them succeed.
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Hearsay Social nabs award for being a Best Place to Work in the Bay Area! Read on to see what makes us a winning workplace, and check out our Careers section!
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Our very own Clara Shih was just named one of the most influential women in business in the Bay Area.
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Our founder and CEO, Clara Shih, was just named to Investment Advisor's "35 in 35" list of the most instrumental leaders in financial services!
From Bernanke to Gross to Tuttle, these advocates, investors and thought leaders have stood out over the past 35 years and will influence financial services for decades to come
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"With the advent of Big Data, sophisticated analytics, social software, the Internet of Things and cloud computing ... the 'trusted advisor' business model now has the potential to expand from the niche of the very wealthy to become a mass market event."
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How do you balance your personal and professional side on social media without going overboard? Here are eight suggestions from Divya, a customer success exec at Hearsay Social.
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"Building a business requires far more than an idea. It requires blood, sweat, and tears to the point of obsession." Our CEO, Clara Shih, pulls the curtain back in her latest Fortune magazine article.
Becoming an entrepreneur was the hardest (and best) decision of my life.
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Have them in circles
1,967 people
Etienne Gatt's profile photo
murat sepik's profile photo
Sookie Shuen's profile photo
Kelly Lux's profile photo
Mark Sexton's profile photo
Christian Karasiewicz's profile photo
OpenMoves's profile photo
aleem baba's profile photo
Elle Peck's profile photo
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The complete social and sites solution for financial services. #PredictiveSocial
Introduction
Hearsay Social provides the Predictive Social Suite for financial advisors and insurance agents across the world’s largest financial institutions, including 7 of the top 10 global financial services companies and leading firms such as New York Life, Raymond James, Vanguard and Penn Mutual. Hearsay Social powers over 100,000 financial relationship managers worldwide, allowing them to engage today’s social, mobile customer through Facebook, LinkedIn, Twitter, Google+, and mobile-first websites.

Advisors receive unique client insights through multi-channel signals, and the predictive Content Library makes it easy to share the right content at the right time. Built-in enterprise integration and governance powers compliance and supervision for global firms, seamlessly addressing industry regulations and enforcing policy.

Hearsay Social, a SIFMA strategic partner, LIMRA Elite Strategic partner, GAMA partner, and Efma Associate Partner, has raised $51M from Sequoia Capital, NEA, and private investors and is headquartered in Silicon Valley with dedicated local presences in New York, Chicago, Atlanta, Austin, Toronto, London, Paris, Munich and Hong Kong.