See other companies on Welcome to the Jungle

Hearsay Systems

Client engagement solution for financial services

Hearsay Systems logo
501-1000 employees
  • Fintech
  • B2B
  • Enterprise
  • Internal tools
  • Financial Services
  • SaaS
Yerba Buena, San Francisco, CA

Company mission

Hearsay's mission is to empower advisors and agents to effectively use digital channels to engage with clients and build stronger relationships that grow their business.

Led by a woman
Top investors

Few candidates hear
back within 2 weeks

11% employee growth in 12 months

Our take

Hearsay Systems offers the Hearsay Advisor Cloud for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business.

Its prescriptive technology processes and prioritises data from across digital channels and data systems, providing actionable suggestions for advisors on how they should engage with clients next. Built for the enterprise, Hearsay connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs, and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform.

Hearsay is used by hundreds of thousands of advisors and agents at the world’s largest financial services and insurance firms, such as Morgan Stanley, Goldman Sachs, JP Morgan Chase. Echoing its stellar client list, Hearsay was named a finalist at the Wealth Management Industry Awards 2023.

Steph headshot

Steph

Company Specialist at Welcome to the Jungle

Benefits

  • Dental, vision and life insurance
  • Work from home opportunities
  • Health insurance

Company values

  • KAIZEN - Kaizen is a Japanese word for continuous self-improvement. Every day, we push one another to streamline our work, create efficiencies and improve processes. At Hearsay, we’re always working to improve ourselves and our teammates
  • CUSTOMER FOCUS - Customer experience is the core foundation of our company. We value transparency and are committed to the success of our customers
  • GSD - We have a bias for action. We move fast. The Getting Stuff Done (GSD) mentality means we value getting the right stuff done at the right quality level

Funding (last 2 of 3 rounds)

Sep 2013

$30m

SERIES C

Jul 2011

$18m

SERIES B

Total funding: $51m

This company has top investors

Leadership

Steve Garrity

(Co-Founder)

Previously Program Manager at Microsoft for 3 years.

Clara Shih

(Executive Chair & Co-Founder)

Previously worked in the Product Strategy & Business Operations Division at Google for 1 year and as a Software Engineer at Microsoft for 1 year.