It’s no secret that developing strong cross-functional partnerships across teams drives greater alignment and better business results. But recognizing that fact and actually bringing it to life are two vastly different things. Nowhere is this sentiment more relevant in financial services than between marketing teams and compliance teams. The...

For busy advisors and fund managers strapped for time, developing and maintaining a steady social media presence can easily fall through the cracks. When used effectively, social media can be an amazing tool to nurture current and prospective clients. Alessandra Calabretta, Director of ETF & Index Fund Sales at UBS, has grown...

Hearsay is excited to introduce you to our new Director of Social and Content Strategy, Tim Rickards! Tim started his career as a copywriter in the SF Bay Area, and joined Charles Schwab’s in-house group following stints at several agencies. Yes, Tim was previously a Hearsay customer! At Charles Schwab, Tim created a mini-agency dedicated...

Looking for ways to accelerate your financial reps’ effectiveness through integrated, seamless experiences? At this year’s Hearsay Summit, Dennis Craig, VP, MGA & National Account Relationships at RBC, and Chris Johnson, AVP, Advisor Marketing and Communication, at Janney Montgomery Scott, shared the following keys to their success in transforming...

What does it take to successfully scale social selling programs? Recently, Hearsay’s VP of Marketing Leslie Leach was joined by Cully Eisenbeis, Senior Channel Management Specialist for Social Media at Edward Jones, and Caitlin Pollack, Senior Manager of Social Marketing Platforms at RBC, to discuss this topic. Cully and Caitlin are two of Hearsay’s...

Sales and marketing alignment is a hot topic. While they may not always be in sync, there is one thing marketing and sales teams can agree on: Optimizing lead programs to increase conversion rate is paramount, but not easy. One of the biggest blockers is the inefficiency inherent in the lead hand-off process.  Financial services reps...