Personal Information
Organização/Local de trabalho
San Francisco, California United States
Setor
Technology / Software / Internet
Sobre
Hearsay Systems offers the Hearsay Advisor Cloud for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Its prescriptive technology processes and prioritizes data from across digital channels and data systems, providing actionable suggestions for advisors on how they should engage with clients next. Built for the enterprise, Hearsay connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs, and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform.
Marcadores
social media
financial services
hearsay social
technology
social media marketing
financial advisors
social sales
insurance agents
texting
insurance
social business
facebook
marketing
digital marketing
silicon valley
wealth management
online marketing
business
social media compliance
linkedin
compliance
social selling
clara shih
social media monitoring
crm
trends
apps
facebook marketing
asset management
machine learning
salesforce
saas
software
oracle
customer relationship management
customer experience
test messaging
advisor messaging
sms
nea
fintech
tiburon advisors
innovation
business model
mortgage industry
mortgage banking
mobile
seo
mobile marketing
search engine optimization
sales
digital transformation
social marketing
facebook era
django
engineering
limra
carter lusher
social networks
on the radar
ovum
webinar
advertising
ad:tech
adtech
cmos
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