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Hearsay Systems
@HearsaySystems
Empowering advisors and agents to capture the last mile of digital communications.
San Francisco, CAhearsaysystems.comJoined July 2009

Hearsay Systems’s Tweets

Time's up! 🚨 The SEC Marketing Rule's mandatory compliance deadline has come and gone. 🗓️ Is your firm in danger of facing serious fines? 💰😮 Read this ThinkAdvisor post and find out. bit.ly/3sYPaOM #marketingrule #compliance
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In our newest blog post, Lia Zadoyan candidly shares how she climbed the ranks from entry-level Mobile Engineer to Director of Engineering. 🌟 She shares successes, stumbling blocks, inner monologues, and advice for up-and-comers. 👩‍💻 Read the post:
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We hosted an incredible Fall Roundtable & Retreat in Laguna Beach this week! Hearsay leadership and clients came together to learn from each other (and to have a little fun)! Here are some highlights. 🌴☀️🍇🍷⛴️ 🌊 #HearsayRandR
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Lights, camera, action! It’s What’s New Wednesday, and it’s time to expand your marketing horizons. Today, we’re highlighting a social selling blog written by our in-house marketing strategy expert, Tim Rickards. Give it a read! 🎬
Advisor marketing governance is nuanced and detailed. This Investment News article exposes the challenges firms and advisors will face when the SEC Marketing Rule's mandatory compliance deadline goes into effect on November 4, 2022. bit.ly/3CSLeoq
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Reason number 231,324 you should use social media marketing to grow your business... and this stat only covers one channel! Before you go on a posting frenzy, make sure your compliance is up to snuff to safeguard your firm from fines. 💰Our (biased) recommendation? #HearsaySocial
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Hearsay's Risk and Rewards of Messaging webinar is just three days away! Attendees will learn how to use text messaging to cultivate strong relationships with modern clients and prospects, without sacrificing compliance.🏆 RSVP: bit.ly/3Sdj2lC
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#Dreamforce2022 has been amazing so far! If you haven't already, stop by booth 938 to say 👋. We'd love to show you how our fully compliant, Salesforce-integrated solutions help agents and advisors nurture 1:1 relationships with prospects and clients. Bonus - we have snacks. 🤩
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Hearsay delivers up to 10x more data to Salesforce by integrating field activity from compliant social, text and calling channels! Visit us at booth 938 at #Dreamforce2022 to learn why leading financial services firms trust us to be their compliant texting provider.
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A secure, compliant texting program is table stakes for establishing client trust. Join us September 29 at 9am PST, to learn how to use texting to capture more leads and stay top-of-mind — all while staying fully compliant! Register now: bit.ly/3BJ87KB
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In financial services, trust is hard-earned. Authenticity is key to growing 1:1 relationships w/clients. In this on-demand session, Hearsay’s Director of Social & Content Strategy shows how to grow trust & represent yourself authentically on social media.👉bit.ly/3bmsiDr
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We are proud to celebrate the LGBTQ+ community worldwide. Thanks to Hearsay’s Diversity & Inclusion Committee for helping us celebrate #Pride2022, educating us on the history of Pride, and for hosting a thoughtful discussion on allyship. 🏳️‍🌈🏳️‍⚧️ Here are a few words from Hearsayers:
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We are thrilled to be a finalist in the category of "Compliance Technology Providers" for our AI-powered video compliance solution in the 2022 Wealthies, 's annual industry awards! We look forward to the winner announcements on Sept. 8th.🤞🏆🤞
There are several takeaways from our 2022 #SocialSelling Content Study— including the fact that many #finserv professionals have yet to check off the most basic step of successful social selling: A complete profile. 😲 Read more on :