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Thanks again for everything!
Transform the Human Client Experience
That’s a wrap for #HearsaySummit 19! Thanks to those of you who joined us in San Francisco or on the live stream. We’re excited to create the future with you around a human client experience. Together, we can harness “compliance digital exhaust” to help every advisor and agent get systematic and behave like the best of the very best.
I walked away from Summit 2019 in awe of the amazing ecosystem we have built together. It’s a joy and privilege to bring everyone together for conversations that will shape innovation for years to come. Summit videos, recaps, and other educational content will be available shortly. We will also be bringing the rich dialogue and thought leadership to future roadshows across Toronto, New York, Chicago, Boston, London, Zurich, Madrid, and more.
Transforming data into action.
Hearsay Summit is an annual curated gathering of 150 top leaders across marketing, sales, IT and compliance to discuss breaking down organizational silos and empowering the high-tech, high-touch agent and advisor.
"Touch points between advisors and clients are perhaps the most important pillar of the client experience yet often overlooked… To succeed, Marketing, Sales, and IT need to become best friends."
"Hearsay Summit is always an outstanding event full of rich cross-functional dialogue, and it has never been as important as in the current climate. Advisor roles are changing dramatically as a result of seismic shifts in client behavior and expectations. Financial industry leaders must be prepared to address these changes head-on and embrace new approaches, practices, and challenges. Hearsay Summit is a great forum for learning, sharing best practices, and better understanding the technology forces reshaping the future."
