Elite Strategic Partners
Hearsay Systems offers the Hearsay Advisor Cloud for financial services, digitizing painful manual processes and freeing up advisors to provide proactive, timely service for clients. Hearsay’s pre-built industry workflows for insurance and wealth management provides one-click actionable suggestions for advisors to engage with clients efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Built for the enterprise, Hearsay Systems 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 Systems is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms. The company is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog. www.hearsaysystems.com
Today’s clients are not just more distracted. They are more distant and distressed. How do you capture attention and drive sales? At Mindset Digital, we show you how to: • Write for action: We redesign everything from your emails and website content to news releases and compliance letters. • Present with power: We transform old-school sales presentations into highly visual, high-impact talks. • Develop a compelling online presence: Our LinkedIn Executive Makeovers and training help you connect with clients — virtually. Our award-winning team has provided training and consulting to more than 250,000 professionals in major insurance and financial firms around the world. Beyond training your teams, our specialists can do all the heavy lifting for making sure your messaging is clear and compelling. You’re looking to communicate with clarity and impact. We’ve got you covered. Visit us at: https://mindsetdigital.com/