Hearsay Systems is a financial services company based in San Francisco, California, focused on reinventing the human-client experience within the industry. Their Client Engagement Platform supports over 200,000 advisors and agents, enabling them to grow business relationships through proactive and intelligent digital communication. The platform facilitates compliant interactions across social media, texting, and local websites, ensuring advisors can engage authentically with their clients.
Hearsay Systems stands out by empowering distributed financial services teams with tools for compliant and effective client engagement. The company's investment in technology and user-centric design helps advisors build meaningful relationships with their clients. While specific portfolio companies or key partners are not detailed, Hearsay Systems' commitment to enhancing digital communication in financial services positions it as a valuable partner for advisors seeking to modernize their client engagement strategies.
