Jump to section
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.
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
Sep 2013
$30m
SERIES C
Jul 2011
$18m
SERIES B
This company has top investors
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.