Reimagine the Advisor Client Journey
Hearsay Summit 2020 | April 21-22 | Virtual Conference
ABOUT
Hearsay Summit
Hearsay Summit brings together top financial services leaders to solve the challenges of digital transformation together. For two days, interact with and learn from your peers and tech industry leaders as we all work to empower advisors and agents to thrive in a customer-centric world.
Days
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2020
Speakers
This year’s Summit will feature wealth management and insurance industry veterans on the leading edge of compliant digital communications. Walk away with new strategies and actionable best practices, and new conviction for your mission.
Clara
Shih
Founder & CEO
Hearsay Systems
Naveen
Agarwal
Chief Marketing Officer
Prudential
Chris
Andrew
Chief Product Officer
Hearsay Systems
Brad
Auerbach
Head of Industry, Insurance
Facebook
Jeremy
Balkin
Head of Innovation, Retail Banking and Wealth Management
HSBC USA
Amanda
Bradford
Founder & CEO
The League
Brady
Brewer
Executive Vice President
Chief Marketing Officer
Starbucks
Stacy
Cook
Compliance Systems Management
Northwestern Mutual
Kristi
Daraban
Associate Vice President, Social Media
Nationwide
Paulina
Dudzinska
Manager, Social Media
The Co-operators
Josh
Feyen
Digital and Social Media Administrator
American Family Insurance
Brooke
Forbes
Head of Technology
Fidelity Personal Investing
Stephanie
Glashow
Head of Digital Marketing
Morgan Stanley
Timothy
Henry
Head of Sales Operations and Agency Experience
Farmers Insurance
Kathryn
Lattuca
Director, Emerging Experiences & Data Analytics, Advisor Digitization & Technology Enablement
RBC
Leslie
Leach
Vice President of Marketing
Hearsay Systems
Leyla
Lesina
Senior Vice President
Head of Agency Distribution
Guardian
Melissa
MacGregor
Managing Director and
Associate General Counsel
SIFMA
Jim
McCarthy
Head of National Sales
Morgan Stanley
Gloria R.
McRae
Regional Director
Hearsay Systems
Glenn
Shapiro
President, Personal Property-Liability
Allstate Insurance Company
Michelle
Smyth
Director, Retail Social Media
Royal Bank of Canada
Andrew
Sorensen
Customer Success Executive
Hearsay Systems
Bill
Tester
Vice President, Supervision
Ameriprise Financial
William
Trout
Head of Wealth Management
Celent
Amy
Webber
President & CEO
Cambridge Investment
Research, Inc
Dontá L.
Wilson
Chief Digital and Client Experience Officer
Truist Financial Corporation
THIS YEAR
Theme &
What To Expect
Reimagine the Advisor Client Journey
Today, technology plays a crucial role in guiding financial services and insurance consumers through the client journey – but not on its own. In some finserv verticals, 80% of the experience takes place through an advisor or agent whether through email, social media, texts, calls, or in-person meetings.
This year’s Hearsay Summit explores how to enhance the human aspect of the advisor client relationship with technology, to define and own your client journey.
Keynotes
Confirmed keynotes include Jeremy Balkin, Head of Innovation at HSBC; Chief Counsel, Office of Investor Education & Advocacy U.S. SEC; and Amy Webber, President & CEO of Cambridge Investment Research.
See more speakers
Content
Informative and interactive sessions to help you Prepare (industry trends), Guide (Hearsay roadmap and solutions), and Track (best practices and insights to enhance the client experience) your Advisor Client Journey.
HAVE A QUESTION?
Contact Us
If you have any questions about Hearsay Summit 2020 please email us at summit@hearsaycorp.com.