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April 30 – May 1, 2019, San Francisco, CA

What can I learn?

The Hearsay Summit is designed for FinServ and FinTech executives looking to share ideas with other industry leaders and gain an edge with next-level insights and strategies. The event will also be important for Hearsay program leads who will get hands-on experience with some of the latest Hearsay functionality.

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Who should attend?

Hearsay Program Leads

  • Learn how to leverage Hearsay’s latest full-funnel social selling capabilities including Dynamic Campaigns, 1-to-1 Outreach (distribution email template) and Hearsay Content Channels.
  • Listen as industry experts share how to align marketing and sales initiatives to maximize loyalty, retention and growth.
  • Discover how best to align your advisor digital initiatives with the highest-impact business outcomes and measure your progress.

Compliance Officers

  • Discover how compliance can leverage the data requirements from regulations to drive client insights and business.
  • Listen as industry compliance experts share what sales and marketing processes are ripe for [compliant] automation.
  • Discover how to intelligently automate aspects of the supervision process.
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It’s a can’t-miss event. I always leave with new ideas and a renewed energy for helping drive Thrivent forward.

JORDAN MARTELL
VP and Managing Counsel, Thrivent Financial

CIOs/Heads of IT and Mobility

  • Engage with other technology leaders who’ve driven digital transformation—and measurable ROI—for their organizations and clients.
  • Prepare for the future of advisor mobile communications with best practices and advanced strategies, including how to prepare for rollout and common pitfalls.
  • Learn how leading companies are maximizing their investments in CRM, Business Insights and other core systems by automatically capturing advisor-client interactions automatically, removing manual data entry and leveraging valuable information to drive prescriptive actions.

CMOs and Chief Digital Officers

  • Hear lessons learned and critical success factors from marketing and sales leaders who’ve successfully driven advisor digital transformation using cross-functional teams.
  • Solve the ROI puzzle once and for all with metrics that prove demonstrable value for your social sales and marketing efforts.
  • Dive into the latest research on effective financial content marketing strategies, including what’s currently working for other organizations.
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You can’t do today’s job with yesterday’s tools and be in business tomorrow

PHYLLIS TOZZI
Corporate Vice President, Digital Marketing and Strategy for Field, New York Life

Heads of Sales and CRM / Sales Operation Teams

  • Get fresh ideas to drive advisor productivity for improved loyalty, retention and growth.
  • Discover how industry peers are solving crucial challenges such as evolving client expectations, aging demographics, training the next generation of Sales, and achieving revenue goals in an increasingly commoditized market.
  • Maximize the potential of your CRM with strategies that drive Sales adoption and leverage insights for measurable ROI.
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Hearsay Summit gives us great perspectives and ideas as the way we engage with our stakeholders rapidly evolves.

LISA KIDD HUNT
Executive Vice President, Charles Schwab