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Expertise *

Accounting

Accounting Software

Auditing

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About

Wealth Management Solutions

Wealth Transfer Strategies

Employees | 5 Contacts

Headquarters

600 Harrison St Ste 120, San Francisco, CA 94107-1389, USA

Overview

Compliant Client Engagement Platform for Financial Services Teams

Hearsay Systems provides a Client Engagement Platform that empowers distributed financial services teams to authentically and intelligently engage with customers to build and grow relationships through compliant social media, texting, and local websites.

The platform enables advisors and agents to easily connect with clients across multiple channels while ensuring compliance with industry regulations.

By leveraging advanced analytics and machine learning, Hearsay Systems helps organizations gain deeper insights into client behavior and preferences, enabling them to deliver more personalized and effective communications. With a focus on innovation and customer success, the company is transforming the way financial services firms interact with their clients in the digital age.

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Leslie Leach

Hearsay Systems

Chief Marketing and Strategy Officer

Alex Margolis

Hearsay Systems

DAVID SEGUN

Hearsay Systems

Jessica Cates

Hearsay Systems

Locations (2)

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600 Harrison St Ste 120, San Francisco, CA 94107-1389, USA

New York

275 Madison Ave, Suite 420, New York, NY 10016-1101, USA

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Hearsay Systems

Hearsay Systems

About

Overview

Compliant Client Engagement Platform for Financial Services Teams

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Leslie Leach

Alex Margolis

DAVID SEGUN

Jessica Cates

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