Scale compliant social selling across your field

Social selling is the practice of enabling field teams (e.g., advisors, agents, or reps) to build trusted client relationships through social media. In regulated industries like financial services, compliance requirements make this more complex. Hearsay Social allows teams to engage authentically while helping firms maintain brand consistency and compliance oversight.

Generic social tools are built for brands, not people. A dedicated platform like Hearsay Social empowers distributed field teams to engage authentically with their networks in a voice that feels personal, not corporate. By combining profile management, publishing, supervision, and analytics in one platform, it reduces risk and complexity while enabling firms to scale social selling successfully.

Hearsay Social delivers value on two levels:

1. Enterprise level: stronger compliance, brand consistency, and measurable ROI from advisor adoption.

2. Field level: Tools that help advisors establish credibility, grow their network, and build authentic client relationships.

Together, these benefits translate into higher adoption, deeper client relationships, and accelerated growth — all while addressing compliance risk.

With Hearsay Social's optimized profiles and AI-driven content, advisors and agents can increase local discovery, build trust, and generate measurable pipeline opportunities.

With Hearsay Social, managers can oversee thousands of profiles from a central dashboard, launch campaigns at scale, and gain insights into what content and themes are resonating in the market to better guide their teams. For compliance teams, it streamlines and scales governance through automated keyword flagging, approval workflows, and audit-ready archiving — allowing firms to manage risk across thousands of users without adding extra headcount or resources.

Hearsay Social is designed to make social selling simple and effective for field teams. With pre-approved templates, easy customization tools, and AI-assisted recommendations, advisors can create personalized posts in minutes. Built-in scheduling and engagement analytics make sure that every post is optimized for reach and response, helping field teams maximize client interactions without adding extra workload.

The data and insights we provide can be exported to a customer's business intelligence tool or analytics platform to help teams better understand how Hearsay's social selling and client engagement stack up against the rest of the marketing mix.

With Hearsay Social, you're not just buying our technology, but also our in-house expertise. Collaborate with our SMEs to gain program insights, develop maturity models, and get tailored data & analytics.

Yes. Hearsay Social enables marketing teams to create pre-approved content libraries, campaigns, and customizable templates that advisors can personalize before publishing. This approach helps support brand consistency and compliance, while still giving advisors the flexibility to tailor messages to their local audience and voice.

Yes. Marketing-approved templates can be personalized for voice and relevance before posting.

While many tools offer publishing or scheduling, Hearsay Social is the only platform covering the full customer journey: profile management, content, publishing, compliance, and engagement. We're also built specifically for regulated industries, so our product can evolve in lockstep with changing requirements.

Hearsay Social provides one of the largest and most diverse content libraries in the industry, combining firm-approved corporate materials with a robust collection of curated third-party content. Unlike generic libraries, every piece can be vetted for relevance and reviewed, using your rules, for compliance, giving field teams timely, trusted content to share while reducing the burden on marketing and supervision teams. This helps firms maintain brand consistency while empowering field teams with content that drives real engagement.

Hearsay Social is purpose-built for enterprise financial services firms, with compliance workflows, recordkeeping, and advisor-centric tools to support highly regulated industries. Yext Social, by contrast, is designed for multi-location businesses, like retail, restaurants, and hotels, to manage and measure social content strategy, brand presence, and customer engagement at scale across local markets.

Competitors often specialize in one area (content management, brand social, or analytics). Hearsay Social combines breadth (entire customer journey coverage), depth (enterprise-grade compliance and integrations), and scale (trusted by the leading Fortune 500 financial institutions).

Hearsay Social is designed to meet FINRA, SEC, and other regulatory requirements. Automated supervision, lexicon-based review, approval workflows, and detailed audit trails provide end-to-end oversight without slowing down field teams. Every social interaction is supervised, archived, and auditable, giving firms full compliance oversight. The platform also leverages enterprise-grade security controls to ensure data privacy and protection at scale.

Yes. Hearsay Social is built for regulated industries with specialized compliance capabilities that go far beyond basic supervision. For example, our intelligent video review helps support video content by automatically flagging, routing, and reviewing with the same rigor as text or image posts. With lexicon review, automated workflows, and detailed audit trails, firms can confidently stay audit-ready across every social channel.

Yes. Hearsay Social is trusted by Fortune 500 banks, insurers, and asset managers that operate at a global level. We meet critical security requirements, integrate with enterprise systems, and scale across thousands of field profiles without compromising governance.

Absolutely. With configurable hierarchy, user permissions, campaign management, and analytics by region, Hearsay Social was designed to operate seamlessly across complex, distributed field teams.