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2016 Winner: Hearsay Social

Hearsay Social is the winner of the Technology Providers – Social Media category.

Company: Hearsay Social
Category: Technology Providers 
 Social Media 
Initiative: Hearsay Social: Empowering Advisors in the Digital Age 

Hearsay Social offers advisors a specialized suite of tools to take the guesswork out of advisors’ social media efforts.  

The firm’s tools combines predictive analytics with traditional social media networking tools to help advisors deliver targeted content to customers and prospects through a range of channels. Hearsay Social’s suite of tools also help manage the challenging compliance issues that so many advisors encounter when using social media. Advisors also can manage a range of social media activities—from posts to direct messages—through Hearsay Social’s proprietary dashboard.  

More than 130,000 advisors use the Hearsay Social suite of tools, and clients have reported strong results: The firm says a Fortune 500 financial services organization attributes a 22% rise in sales to its use of Hearsay Social.

About the Company
Hearsay Social provides the Predictive Omnichannel Suite for financial professionals across the world’s largest financial institutions, including seven of the top 10 global financial services companies and leading firms such as New York Life, Raymond James, Vanguard and Penn Mutual. Hearsay Social powers more than 130,000 financial relationship managers worldwide, allowing them to engage today’s social, mobile customer through Facebook, LinkedIn, Twitter, Google+, mobile-first websites, personalized email and text messages. Advisors receive unique client insights through multi-channel signals, and the Predictive Content Library makes it easy to share the right content at the right time. Built-in enterprise integration and governance powers compliance and supervision for global firms, seamlessly addressing industry regulations and enforcing policy.

Hearsay Social is a SIFMA strategic partner, LIMRA Elite Strategic partner, GAMA partner and MBA associate member, and has raised $51 million from Sequoia Capital, NEA and private investors. Named a 2015 CNBC Disruptor and a 2016 Best Place to Work in the Bay Area, the company is headquartered in Silicon Valley with dedicated local presences in New York, Seattle, Chicago, Atlanta, Austin, Toronto, London, Paris, Frankfurt and Hong Kong.

For more information, please visit


CEO, Hearsay Social

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