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Hearsay Systems
Client engagement solution for financial services
- 501-1000 employees
- Fintech
- B2B
- Enterprise
- Internal tools
- Financial Services
- SaaS
- Yerba Buena, San Francisco, CA
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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.
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
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.