15. WORK WITH,
NOT AGAINST,
YOUR CUSTOMERS
“Don’t make me pinch and zoom”
“Don’t make me go to my PC”
“Don’t make me login or download anything"
16. of texts are opened
98%
Texting builds quality,
intimate relationships
CUSTOMERS EXPECT INSTANT + MOBILE
average text
response time
90seconds
of email opens are
on mobile
70%
Up to
Source: eMailmonday– “the Ultimate
mobile email stats” (2016) - 70% email stat
18. MULTI-CHANNEL DIGITAL TOUCHES BUILD LOYALTY
*Source: FPA Study, “Communication Evolution: Financial Professionals and the Future of Thought
Leadership” 2016; Cultivating the Middle-class Millionaire
Email Relevant Articles
Advisor Website/Blog
Social Media`
In-Person Workshops / Seminars
CLIENT PREFERENCE FOR ENGAGEMENT CHANNEL WITH ADVISOR
Loyal clients have
2+ touches
per month on
non-investment
matters*
20. DESIGN FOR HOW ADVISORS WORK
“Don’t make me log in to ten systems”
“Don’t make me do everything manually”
“Don’t make me do it alone”
21. 40%
17%
10%
24%
5%
4%
Advisor Time Allocation
Contact Existing Clients
Prospecting / New Client
Acquisition
Portfolio Management
Administrative Tasks
Source: PWC Survey, 2009
MAKE THIS
EFFICIENT AND
CONVENIENT FOR
CLIENT AND
ADVISOR
DESIGN FOR HOW ADVISORS WORK
DON’T ADD TO THIS
22. Build
Awareness NurtureProspect Retain & DeepenClose
WE MUST ENABLE ADVISORS TO ENGAGE
ACROSS THE FULL FUNNEL
1-TO-MANY
SOCIAL PROFILE / WEBSITE /
CONTENT POSTING
1-TO-1
TEXT
PERSONAL EMAILS
23. SOCIAL SITES 360/MAIL MESSAGES
HEARSAY ENABLES ADVISORS TO MARKET
AND SELL LIKE IT’S 2017
One place to go
100% mobile-optimized
Built for collaboration
Compliance included
24. HEARSAY SOCIAL™ 2017
Best-in-Class Advisor/Agent Social App
FB Video, FB Ads, Auto Campaigns
Social Signals, now with Twitter
LinkedIn / Facebook Messenger*
COMING
SOON
NEW
NEW
SOCIAL
28. Unified Publishing + Profiles
Built-In SEO
Mass Localization
Advisor Locator / Agent Locator
HEARSAY SITES™
NEW
NEW
SITES
29. Personal + Personalized for Every Client
Integrated Content Library
Smart Action List
Drip Campaigns
*Based on holdings, hobbies, interests, personality, etc.
Coordinated with Corporate
HEARSAY 360™
V
S
NEW
360/MAIL
32. SMART AI FOR
ADVISORS:
HEARSAY ACTION LIST
Built-in practice management
Suggested client actions and follow-ups
CRM integration
33. SMART AI FOR
COMPLIANCE +
SUPERVISION
Intelligent Alerts
Compliance Risk Meter
Auto-remediation
Tablet-optimized experience
34. SMART AI FOR BETTER CLIENT EXPERIENCE
LIFE EVENT
Got engaged
PREFERRED
CHANNEL
Text
INTERESTS / LIKES
TEACH ME
MARKETS & ECONOMY
RELEVANT TO MY LIFE STAGE
PHILANTHROPY
RETIREMENT
TAXES
ALERT ME
MARKET CHANGE
EVENTS
INTERESTING OPPORTUNITY
BILLING AND PAYMENTS
ADVISE ME
AGING PARENTS
SAVING FOR COLLEGE
SELLING MY BUSINESS
ANNUAL REVIEW
GET ME TO ACT
PERSONALLY CONNECT
INTERESTS & HOBBIES
BIRTHDAYS
ANNIVERSARIES
CONGRATS