Hearsay
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Hearsay
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San Francisco, CA · 2009 · https://hearsaysystems.com/
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Dec 18, 2020
Leading Through Change: How to Motivate and inspire Teams into 2021
Across the course of 2020, a multitude of articles have been released sharing leadership strategies to help us navigate through uncertain and trying times. Leaders across organizations have devoured this guidance as they found there to be no playbook for 2020 and craved expert insights. But now, as we turn into 2021, leaders are asking […] The post Leading Through Change: How to Motivate and inspire Teams into 2021 appeared first on Hearsay Systems.
Read moreDec 10, 2020
How leading firms are rethinking their supervision models
No two Compliance organizations are exactly alike, especially when it comes to their approach to supervision. There are however some common best practices in how leading firms structure their supervision model. Over the past decade, Hearsay’s Compliance Strategy lead, Iain Duke-Richardet, led compliance teams for some of the world’s largest financial services firms. I had […] The post How leading firms are rethinking their supervision models appeared first on Hearsay Systems.
Read moreDec 2, 2020
The Shift from Sales Push to Marketing Pull, for Advisor & Agent Success – Part 2
Across our customer base, we’ve seen a strong correlation between a solid social selling content strategy and website traffic and conversions, with as much as 50% of inbound traffic originating from Hearsay Social. The strong sales and marketing partnership these organizations have developed and the strategic approach to content has led to this success. Corporate […] The post The Shift from Sales Push to Marketing Pull, for Advisor & Agent Success – Part 2 appeared first on Hearsay Systems.
Read moreNov 24, 2020
Compliance Must Embrace – and Understand – AI
Compliance teams are overstretched. It’s become imperative they find ways to leverage technologies to become leaner, more effective, and better able to handle increasing demands. But they’re not alone in these efforts; the most recent OCIE risk alert indicates that organizations are also responsible for compliance programs that are sufficiently supported with both staff and […] The post Compliance Must Embrace – and Understand – AI appeared first on Hearsay Systems.
Read moreNov 19, 2020
The Shift from Sales Push to Marketing Pull, for Advisor & Agent Success – Part 1
It’s hard to remember that just 10 years ago, smart phones were not the norm. Most people weren’t on LinkedIn. Marketing was relatively simple, focusing on press releases, collateral like brochures, and advertising. Sales was pretty straightforward too. Selling financial services and insurance primarily involved cold calling to set up in-person seminars and meetings. Fast […] The post The Shift from Sales Push to Marketing Pull, for Advisor & Agent Success – Part 1 appeared first on Hearsay Systems.
Read moreNov 10, 2020
The Impact of Technology on Compliance Program Maturity
With newsworthy financial services regulations such as the Department of Labor (DOL) guidelines and Regulation Best Interest (RegBI), RegTech has recently come to the forefront. The reality is that technology has been rapidly evolving for some time to provide compliance professionals with the ability to leverage solutions designed to accelerate their programs. Yet, frustratingly, not […] The post The Impact of Technology on Compliance Program Maturity appeared first on Hearsay Systems.
Read moreNov 4, 2020
The Advisory Firm of the Future: A Case Study
We’ve written about the advisor of the future and the fundamental shifts in both client and advisor attitudes, behaviors, and relationships (not to mention the recent shift to remote-first work) that are driving adoption of new technologies for client engagement. And in order to meet expectations as the client engagement model evolves and stand out […] The post The Advisory Firm of the Future: A Case Study appeared first on Hearsay Systems.
Read moreOct 27, 2020
How Compliance Can Build a Sustainable Partnership with the Business
Innovation in financial services brings its own unique challenges for compliance, notably, how to support these efforts while vigilantly complying with regulations. Having navigated these circumstances at leading global firms like RBC and Barclays, our Compliance Strategy Principal, Iain Duke-Richardet, sat down with me recently to discuss how compliance can build a sustainable partnership with […] The post How Compliance Can Build a Sustainable Partnership with the Business appeared first on Hearsay Systems.
Read moreOct 21, 2020
The Last Mile of Insurance: Keynote at InsureTech Connect 2020 #ITC
In the last five years, InsureTech Connect (or ITC, as it’s commonly known), has rapidly grown into the largest gathering of insurance innovators. Last year, our team joined the event in person with over 7,000 attendees in Las Vegas, and launched the Hearsay-Guidewire Connector. This year, of course, the event has gone virtual and we […] The post The Last Mile of Insurance: Keynote at InsureTech Connect 2020 #ITC appeared first on Hearsay Systems.
Read moreOct 14, 2020
Clara Shih on The Big Reveal, with Suzanne Siracuse
We were excited to hear about Suzanne Siracuse’s new podcast, The Big Reveal, which aims to bring personal interviews with wealth management industry innovators and leaders to life. Suzanne, founder and former longtime CEO and Publisher of InvestmentNews, is herself an influential leader in the wealth management industry, and we were thrilled when she invited […] The post Clara Shih on The Big Reveal, with Suzanne Siracuse appeared first on Hearsay Systems.
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