Hearsay Mobile

Hearsay Mobile is the only app to unify compliant social media, text, and messaging for financial services professionals—all in one place, on the go. Combining the power of Hearsay Social and Hearsay Relate, Hearsay Mobile helps agents and advisors unlock authentic 1:1 and 1:many outreach that attracts prospects and engages clients, efficiently and compliantly.
Key capabilities across:
Hearsay Social
- Subscribe to automated campaigns to ensure a steady drip of social content
- Access corporate, industry and 3rd party content - all curated with AI-powered user recommendations
- Easily create and share original content on the go
- Schedule posts in advance
- Target the content that resonates most with your specific client base
Hearsay Relate
- Compliantly send and receive texts with clients
- Communicate with confidence with high-fidelity voice calling
- Integrate with contacts and CRM to increase productivity
- Ensure opportunities are handled quickly with real-time notifications
- Seamlessly integrate with your calendar to set appointments, and schedule reminder messages for upcoming meetings, birthday greetings, and more

IMPORTANT NOTE: Requires a Hearsay account provided by your organization.