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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.Hearsay is used by more than 170,000 advisors and agents at the worlds largest financial services and insurance firms. The company is headquartered in Silicon Valley with offices throughout North America, Europe and Asia.
Hearsay Systems provides client engagement solution for financial services industry professionals to effectively use social media, websites, text messaging and email to build stronger relationships that grow businesses. Its products are used by over 150,000 advisors and agents at the world’s largest financial services and insurance firms.
Its product offerings include Hearsay Social, Hearsay sites, Hearsay Related for Text and Voice, Hearsay Platform, and Hearsay Content.
Clara Shih (CEO)
Pete Godbole (CFO)
Donna Prlich (CBO)
Chris Andrew (COO)
$50M to $100M
SERIES A · $3 M · Feb 2011
SERIES B · $18 M · Jul 2011
SERIES C · $30 M · Sep 2013
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