Hearsay Relate
from Hearsay Systems
Mobile-first client engagement platform designed for financial advisors and insurance agents. Features compliant text messaging, voice calls, automatic activity logging to CRM systems, pre-approved content sharing, and relationship analytics.
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
Hearsay Relate
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