Wealth Management hearsayrelate.com

BENEFITS• Risk mitigation with enterprise-class

security, controls and compliance.

• Support all deployment models – BYOD, CYOD and COPE – by providing a separate work number.

• Stop dropping calls; carrier-grade cellular voice delivering high-quality calls.

• Easy integration with your CRM and other core enterprise systems, like archiving.

• Quick implementation, deployment and onboarding for rapid time to value.

• More than text & voice – a mobile productivity center for advisors.

• Improved client and advisor experience with automation, delegation & smart workflows.

hearsay relate®

COMPLIANT TEXTING & MOBILE CALLING, BUILT FOR WEALTH MANAGEMENT

Hearsay Relate helps wealth management firms improve the client-advisor

experience making business communications simple and reliable while

maintaining the enterprise-class security and controls FINRA, SEC, IIROC, FCA

and MiFID II regulations require.

Hearsay Relate is a compliant text and high-quality cellular voice solution. Your

advisors can connect to their clients on any mobile device, from any location.

And more than just text and mobile calls, Relate turns your advisors’ devices into

mobile productivity centers. AI-based automation, delegation and workflows

help advisors do business faster, drive more in-person meetings and save time

converting prospects to clients. Relate scales as you grow and automatically

captures advisor-client interactions and all related metadata – with no effort from

your advisors – creating deeper insights across the organization.

OTHER PRODUCTS

Sites Social Actions

Next Monday is great, I’ll send you a meeting reminder now. Looking forward to it!

Can we meet next Monday? Would love to review documents and talk next steps... exciting!

ABOUT HEARSAY SYSTEMS

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 prioritizes 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 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 offices throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.

© Hearsay Systems, Inc. All rights reserved.

Find out how Hearsay Relate can help your advisors grow business compliantly:

VISIT hearsayrelate.com

EMAIL contact@hearsaysystems.com

CALL +1 415-692-6230 +1 888-990-3777

ADVISOR PRODUCTIVITY• Respond immediately

to client outreach with automatically generated smart messages

• Schedule meetings directly from a text with calendar integration

• Delegate service-related text messages to team members with web application to scale communications across your entire book of business

• Bulk schedule and personalize common text messages, like RMD reminders

ENTERPRISE INTEGRATION-READY

• Easily integrate with your CRM and other core enterprise systems

• Seamlessly archive with your existing vendor

SECURITY, COMPLIANCE & SUPERVISION

• Drastically reduce review time and resources with contextual supervision

• Ensure all messages are encrypted in transit and at rest

• Seamlessly integrate text conversations into existing enterprise archiving systems

• Set controls, supervision and record-keeping to address regulatory requirements from FINRA, SEC, IIROC, FCA and MiFID II

• Prevent bad texts from going out in the first place with Forbidden Keyword Lexicon Blocking

• Review lexicon and activity-based alerts through Universal Dashboard workflows

ENTERPRISE MOBILITY STRATEGY

• Support your BYOD, CYOD and COPE model

• Integrate leading MDM/EMM platforms

hearsay relate®

ARCHIVE INTEGRATIONS

EMM INTEGRATIONS

Touch points between advisors and clients are perhaps the most important pillar of the client experience yet often overlooked… To succeed, Marketing,

Sales, and IT need to become best friends.

KRISTIN LEMKAU CHIEF MARKETING OFFICER JP MORGAN CHASE