Summit 2019 Experience

The Hearsay Summit is designed for FinServ and FinTech executives to share ideas and gain an edge with next-level insights and strategies. The event is important for Hearsay program leads to get hands-on experience with the latest Hearsay functionality.

Fill out the form below to access Summit 2019 recorded sessions and additional assets:

Select your role

Compliance

eBook
5 Steps to Secure Text Messaging eBook
5 recommended steps to get your comprehensive, compliant texting program in place quickly
eBook
Consumer Protection for Text Messaging: Meeting Compliance Challenges (Opt-in Guidance)
An overview of the regulatory issues around opt-in for text messaging and how Hearsay meets the needs of our Hearsay Relate customers.
Worksheet
Evaluation Checklist: Compliant Texting Solutions
When you’re in the due diligence phase of selecting a texting provider, a side-by-side comparison can be extremely useful. Use this handy checklist to see how Hearsay stacks up against other solutions you’re evaluating.
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FinServ Past, Present, and Future
How Thrivent Financial is responding to the Evolving Technology Landscape
Blog
Compliance Trends in Advisor Communications – Summit 2019 Takeaways
Throughout the session, one common theme continually emerged – “There is no competitive edge in compliance.” As compliance officers, we all benefit from sharing ideas and thought leadership with one another.

IT

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Separating Hype from Reality - How Wells Fargo Advisors Responds to Industry Trends
Joe Nadreau, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors
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The Tale of Data Science
Ella Hilal, Director of Data at Shopify; Data Scientist, IoT Strategist, Women in Tech Evangelist
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The Modern Advisor: Turning Mobile Phones into Traveling Offices, Part I
Neal Maglaque, President, Advice & Wealth Management Business Development and COO, Ameriprise
Rohit Mahna, SVP & General Manager, Financial Services, Salesforce
Chris Andrew, COO, Hearsay Systems
Moderated by: Clara Shih, CEO and Founder, Hearsay Systems
eBook
5 Steps to Secure Text Messaging eBook
5 recommended steps to get your comprehensive, compliant texting program in place quickly
Worksheet
Evaluation Checklist: Compliant Texting Solutions
When you’re in the due diligence phase of selecting a texting provider, a side-by-side comparison can be extremely useful. Use this handy checklist to see how Hearsay stacks up against other solutions you’re evaluating.
Datasheet
Secure Hearsay Relate Deployment – API & EMM Guidance Datasheet
Enterprise financial services and insurance firms are looking for security and compliance above all else in their advisor text messaging deployments. To that end, there are multiple ways to deploy Hearsay Relate securely in an enterprise environment.

Marketing - Social Implementation

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Lessons from the Field: Sharing Social Strategies for Client Engagement Success
Erik Jepson, Managing Director, Head of Digital Marketing, Morgan Stanley
Emery Skolfield, General Partner, Edward Jones
Roger Tye, Vice President, Digital and User Experience, Allstate
Moderated by: Nikhil Lele, Principal, Financial Services, Ernst & Young
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Marketing and Sales Alignment Matters - Here's Why by AXA and LinkedIn
Marketing and Sales Alignment Matters - Here's Why by Kathryn Ferrero, CMO, AXA, David Karr, Chairman and Chief Distribution Officer, AXA, and moderated by Ty Heath, Global Lead, Market Development for the Marketing Solutions Group, LinkedIn
eBook
5 Ways to Drive Social Program Adoption
One of the biggest challenges marketers run into when starting a digital program is convincing advisors and agents to change their ways. Here are five recommendations from pros who've been through it.
eBook
2018 Social Media Content Study
We all know that advisors need to have an active social media presence in order to build their personal brands. But are they posting the right content that drives meaningful client touch points?
eBook
2019 Financial Services Social Media Content Study
It’s here – the 2nd annual study of wealth, life, P&C and mortgage firms’ social media usage and client engagement. Download now for benchmarks and best practices!
Blog
The 2019 Financial Services Social Media Content Study is Here!
The most comprehensive report of its kind, it analyzes the popularity and effectiveness of various types of content across our clients’ social media programs.
Blog
Thrivent Financial Case Study
Through advisor websites, social media, and a more efficient compliance solution, Hearsay allows Thrivent reps to engage with customers at an unprecedented scale.
eBook
The Advisor of the Future Executive Report
Learn what firms can do to embrace change and prepare their advisors to seize opportunities created by new technologies

Marketing - Social Next Level

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Lessons from the Field: Sharing Social Strategies for Client Engagement Success
Erik Jepson, Managing Director, Head of Digital Marketing, Morgan Stanley
Emery Skolfield, General Partner, Edward Jones
Roger Tye, Vice President, Digital and User Experience, Allstate
Moderated by: Nikhil Lele, Principal, Financial Services, Ernst & Young
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Video
Marketing and Sales Alignment Matters - Here's Why by AXA and LinkedIn
Marketing and Sales Alignment Matters - Here's Why by Kathryn Ferrero, CMO, AXA, David Karr, Chairman and Chief Distribution Officer, AXA, and moderated by Ty Heath, Global Lead, Market Development for the Marketing Solutions Group, LinkedIn
eBook
5 Ways to Drive Social Program Adoption
One of the biggest challenges marketers run into when starting a digital program is convincing advisors and agents to change their ways. Here are five recommendations from pros who've been through it.
eBook
2018 Social Media Content Study
We all know that advisors need to have an active social media presence in order to build their personal brands. But are they posting the right content that drives meaningful client touch points?
eBook
2019 Financial Services Social Media Content Study
It’s here – the 2nd annual study of wealth, life, P&C and mortgage firms’ social media usage and client engagement. Download now for benchmarks and best practices!
Blog
The 2019 Financial Services Social Media Content Study is Here!
The most comprehensive report of its kind, it analyzes the popularity and effectiveness of various types of content across our clients’ social media programs.
eBook
The Advisor of the Future Executive Report
Learn what firms can do to embrace change and prepare their advisors to seize opportunities created by new technologies
Blog
AmFam’s Blueprint for a Successful Agent Digital Maturity Model
The American Family Insurance Field Digital and Social Marketing team won our ‘Transforming the Enterprise’ award for the way their cohesive approach is helping their agents grow their digital presence, using social media, agent websites and compliant texting and voice.

Sales/Distribution

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The Modern Advisor: Turning Mobile Phones Into Traveling Offices, Part 2
Alpesh Patel, Vice President, Enterprise Strategic Industries, DocuSign
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Lessons from the Field: Sharing Social Strategies for Client Engagement Success
Erik Jepson, Managing Director, Head of Digital Marketing, Morgan Stanley
Emery Skolfield, General Partner, Edward Jones
Roger Tye, Vice President, Digital and User Experience, Allstate
Moderated by: Nikhil Lele, Principal, Financial Services, Ernst & Young
eBook
The Advisor of the Future Executive Report
Learn what firms can do to embrace change and prepare their advisors to seize opportunities created by new technologies
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Video
Marketing and Sales Alignment Matters
Marketing and Sales Alignment Matters - Here's Why by Kathryn Ferrero, CMO, AXA, David Karr, Chairman and Chief Distribution Officer, AXA, and moderated by Ty Heath, Global Lead, Market Development for the Marketing Solutions Group, LinkedIn
eBook
Advisor Advantage: Compliant Texting
Texting is the way people across generations communicate today. And it’s not just with friends and family, either; according to research, 66% of customers prefer communicating with brands by text more than phone or email.
Blog
Next Generation Digital Engagement for the Modern Insurance Agent
Digital Transformation is top of mind in the insurance industry. The conversations that customers used to have in person or on the phone are increasingly happening over digital channels: web, email, text, and social media.

Agent and Advisor Actions

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Hearsay Agent Actions - Billing Delinquency Process
Too often, billing issues lead to unplanned insurance policy attrition - an expensive and avoidable problem. Hearsay Agent Actions can help solve this problem by automating and addressing the delinquent account process for property & casualty insurance agents. See how.
Blog
Next Generation Digital Engagement for the Modern Insurance Agent
Digital Transformation is top of mind in the insurance industry. The conversations that customers used to have in person or on the phone are increasingly happening over digital channels: web, email, text, and social media.
eBook
Advisor Actions Lead Follow-up for Insurance
Insurance companies invest heavily in lead generation, spending millions annually on activities like ads and SEO/SEM. But opportunity can quickly turn into a challenge when leads don’t get the rapid response required to convert them into new business.
eBook
Advisor Actions Lead Follow-up for Wealth
Wealth management companies invest heavily in lead generation, spending millions annually on activities like ads and SEO/SEM. But opportunity can quickly turn into a challenge when leads don’t get the rapid response required to convert them into new business.
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Lead Follow-Up for Life Insurance
Hearsay’s customers can utilize Advisor Actions to drive any Life Insurance workflow – from account servicing tasks to key prospect acquisition activities.
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Lead Follow-Up for Wealth Management
Rapid responsiveness is the expectation of today’s clients and the greatest predictor of conversion rates. With Hearsay’s Advisor Actions, advisors can quickly respond to an inbound lead, simply by tapping a “click-to-call” notification.
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Lead Follow-Up for Insurance
Rapid responsiveness is the expectation of today’s customers and the greatest predictor of conversion rates. With Hearsay’s Lead Follow-Up Actions, agents and advisors can quickly respond to an inbound lead, simply by tapping a “click-to-call” notification.

Keynotes

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Separating Hype from Reality - How Wells Fargo Advisors Responds to Industry Trends
Joe Nadreau, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors
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Transforming the Client Experience: The Digital Impact on Advisors and Agents
Clara Shih, CEO and Founder, Hearsay Systems
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Video
Marketing and Sales Alignment Matters - Here's Why by AXA and LinkedIn
Marketing and Sales Alignment Matters - Here's Why by Kathryn Ferrero, CMO, AXA, David Karr, Chairman and Chief Distribution Officer, AXA, and moderated by Ty Heath, Global Lead, Market Development for the Marketing Solutions Group, LinkedIn
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Video
The Tale of Data Science
Ella Hilal, Director of Data at Shopify; Data Scientist, IoT Strategist, Women in Tech Evangelist
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The Modern Advisor: Turning Mobile Phones into Traveling Offices, Part I
Neal Maglaque, President, Advice & Wealth Management Business Development and COO, Ameriprise
Rohit Mahna, SVP & General Manager, Financial Services, Salesforce
Chris Andrew, COO, Hearsay Systems
Moderated by: Clara Shih, CEO and Founder, Hearsay Systems
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Video
The Modern Advisor: Turning Mobile Phones Into Traveling Offices, Part 2
Alpesh Patel, Vice President, Enterprise Strategic Industries, DocuSign
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Video
Lessons from the Field: Sharing Social Strategies for Client Engagement Success
Erik Jepson, Managing Director, Head of Digital Marketing, Morgan Stanley
Emery Skolfield, General Partner, Edward Jones
Roger Tye, Vice President, Digital and User Experience, Allstate
Moderated by: Nikhil Lele, Principal, Financial Services, Ernst & Young
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Live Interview at Summit with Christy Morgan, American National and Joanne Koenig, RBC US
 
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Live Interview at Summit with Delaney Reger, Thrivent Financial