Hearsay Relate Overview
What is Hearsay Relate?
Hearsay Relate, part of the Hearsay Client Engagement Platform from Hearsay Systems, is a sophisticated digital communications platform specifically engineered for the financial services sector. It guides financial representatives through the crucial 'last mile' of client interactions, ensuring communications are not only effective but also fully compliant with industry regulations. The platform scales personalized outreach, optimizes engagement strategies, and facilitates exceptional customer service, enabling firms to grow business relationships authentically and intelligently.
Who it's for:
This software is designed for financial services firms and their representatives, including advisors, agents, and relationship managers, who need to manage and scale digital client communications while adhering to strict compliance standards. It is particularly valuable for large enterprises seeking to standardize and enhance client engagement across extensive networks.
Our verdict:
Hearsay Relate is a robust and trusted solution that successfully bridges the gap between relationship building and regulatory compliance, making it an essential tool for modern financial services firms aiming to expand their digital footprint securely and effectively.
Hearsay Relate Details
Hearsay Relate Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
On-Premise Linux
On-Premise Windows
Hearsay Relate Support options
Phone Support
Hearsay Relate Training options
Documentation
In-Person
Live Online
Videos
Webinars
Hearsay Relate Related Categories
Hearsay Relate Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Hearsay Relate Features
Most valued Hearsay Relate features by users
2-Way Messaging
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls/Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win
Alerts/Notifications
Behavioral Analytics
Case Management
Compliance Management
Compliance Tracking
Fraud Detection
Identity Verification
Investigation Management
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