Hearsay Mobile 2.24

Hearsay Mobile offers financial services professionals a comprehensive solution for managing compliant social media, text, and messaging all in one place. By merging the functionalities of Hearsay Social and Hearsay Relate, Hearsay Mobile enables agents and advisors to enhance their outreach strategies, attracting potential clients and engaging existing ones effectively and in accordance with regulations.

Here are some of the core capabilities:

• Hearsay Social
  • Receive automated campaign updates to maintain a consistent flow of social content
  • Access a variety of curated corporate, industry, and third-party content through AI-powered recommendations
  • Create and share original content effortlessly on the go
  • Schedule posts in advance for better time management
  • Personalize content to suit the preferences of your unique client base
• Hearsay Relate
  • Send and receive texts with clients in compliance with industry standards
  • Engage in high-quality voice calls with confidence
  • Integrate with your contacts and CRM for improved productivity
  • Receive real-time notifications to handle opportunities promptly
  • Effortlessly sync with your calendar to schedule appointments and set reminders for important events like meetings or birthdays

IMPORTANT NOTE: A Hearsay account provided by your organization is required to access these features.