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Hearsay Systems Launches Hearsay Compliance Advisory Services to Help Financial Services Organizations Adhere to Industry Regulations

November 15, 2019

SAN FRANCISCO--(BUSINESS WIRE)--Nov 15, 2019--

Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, today announced the launch of a new consulting practice, Hearsay Compliance Advisory Services, to help financial services organizations adhere to all industry regulations while implementing modern technologies that enable them to efficiently attract new prospects, cultivate leads, and better serve existing clients.

The new practice is designed to ensure that every financial services organization has the right tools to meet their specific objectives in a compliant manner, particularly in light of new and evolving compliance regulations. This includes the latest Securities and Exchange Commission (SEC) rule, Regulation Best Interest (Reg BI), which goes into effect on June 30, 2020, as well as recently enacted FINRA 2210.

“As new technologies permeate the financial services industry, compliance issues become more complex. With a constant influx of new regulations and guidelines, organizations are often lost on how to expand existing programs to meet new compliance requests and when to adopt new technologies and practices,” said Donna Prlich, Chief Business Officer of Hearsay Social. “We launched Hearsay Compliance Advisory Services to help our customers easily navigate this complicated landscape by providing both technical and subject matter expertise to optimize Hearsay’s powerful data-driven, customer-centric digital solutions to customers’ ever-changing risk profiles.”

Hearsay Compliance Advisory Services provides the following offerings:

These offerings are customizable to meet each customer’s needs. They can be scoped as individual services or as an annual service.

“Hearsay has been at the forefront of compliance in the digital era,” said Robert Bartolomeo, Vice President of Professional Services and Customer Success at Hearsay. “Our new Compliance Advisory Services practice takes this up a level to ensure customization, meet organizations where they are, and help them get to where they need to be.”

For more details on how Hearsay Compliance Advisory Services can help your organization, please visit https://hearsaysystems.com/customers/customer-success-services/.

About Hearsay Systems

Hearsay Systems is reinventing the client experience in wealth management, property and casualty and life insurance with compliant digital communications and workflow solutions. Over 170,000 advisors and agents at the world’s largest financial services and insurance firms leverage Hearsay to engage with customers and build stronger relationships to grow their business.

With Hearsay Cloud for financial services, advisors and agents provide real-time, personalized and seamless client experiences across the right channel – social, texting and mobile – at the right moment. Automated, pre-built industry workflows for insurance and wealth management provide one-click actionable suggestions for targeted engagement. Built for the enterprise, Hearsay Systems connects data and every client interaction to corporate CRM systems and digital marketing programs – all on a secure, compliant enterprise-ready platform.

Hearsay is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.

View source version on businesswire.com:https://www.businesswire.com/news/home/20191115005072/en/

CONTACT: GMK Communications for Hearsay Systems

Carmen Mantalas

carmen@gmkcommunications.com

KEYWORD: CALIFORNIA UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: SOFTWARE INSURANCE INTERNET FINANCE CONSULTING DATA MANAGEMENT PROFESSIONAL SERVICES TECHNOLOGY

SOURCE: Hearsay Systems

Copyright Business Wire 2019.

PUB: 11/15/2019 09:00 AM/DISC: 11/15/2019 09:00 AM

http://www.businesswire.com/news/home/20191115005072/en