Highlights from 2019

2020

The Hearsay Summit is designed for Financial Services executives to share ideas and gain an edge with next-level insights and strategies. This year we'll uncover how to put the human connection at the center of your digital strategy to drive better business performance.

Customer Testimonials

 
 
 
 
 
 
 
 
 
 
 
 
 
 

Keynotes & Speakers

 
Video
Separating Hype from Reality - How Wells Fargo Advisors Responds to Industry Trends
Joe Nadreau, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors
 
Video
Transforming the Client Experience: The Digital Impact on Advisors and Agents
Clara Shih, CEO and Founder, Hearsay Systems
 
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
 
Video
The Tale of Data Science
Ella Hilal, Director of Data at Shopify; Data Scientist, IoT Strategist, Women in Tech Evangelist
 
Video
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
 
Video
The Modern Advisor: Turning Mobile Phones Into Traveling Offices, Part 2
Alpesh Patel, Vice President, Enterprise Strategic Industries, DocuSign
 
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
 
Video
Live Interview at Summit with Christy Morgan, American National and Joanne Koenig, RBC US
 
 
Video
Live Interview at Summit with Delaney Reger, Thrivent Financial
 

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Contact Us

If you have any questions about Hearsay Summit 2020 please email us at summit@hearsaycorp.com.

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