Question 1

What is an SMS messaging and voice platform for financial advisors?

Accepted Answer

It's a solution that lets advisors text and call clients on the channels they use most — enabling compliance in every interaction. Hearsay Relate adds automation, CRM integration, and supervision so conversations are personal, trackable, and secure.

Question 2

Why do financial advisors need a dedicated messaging solution?

Accepted Answer

Generic texting apps lack archiving, supervision, and enterprise integrations — putting firms at risk. Hearsay Relate makes sure every message is auditable while helping advisors save time and build stronger client relationships.

Question 3

Can advisors use their existing phone numbers with Hearsay Relate?

Accepted Answer

Yes. Hearsay Relate can enable texting from existing business or personal numbers, so advisors don't have to change how clients reach them. Every message is captured and supervised for compliance, even when advisors use the same number they've always had.

Question 4

Does Hearsay Relate work for international advisors and clients?

Accepted Answer

Hearsay Relate supports SMS and WhatsApp globally, with compliance and supervision built in. Firms with cross-border teams can manage client communications consistently, while making sure messages meet both local and international regulatory requirements.

Question 5

How can advisors send personalized texts or calls at scale?

Accepted Answer

Hearsay Relate syncs with CRM data, so messages include client names, preferences, and history. Templates and automation help advisors scale outreach while keeping every message authentic and relevant.

Question 6

How do templates work without making outreach feel generic?

Accepted Answer

Hearsay Relate combines pre-approved templates with CRM data so each message feels tailored. Advisors can personalize greetings, details, and timing while staying within compliance rules. This keeps outreach efficient without sacrificing authenticity.

Question 7

Can I automate reminders, follow-ups, and renewals for clients?

Accepted Answer

Yes, Hearsay Relate automates common workflows like appointment reminders, policy renewals, and meeting follow-ups. Advisors can set triggers for key client milestones, and the system handles the outreach. This saves time and makes sure no important touchpoint is missed.

Question 8

Can automation still feel personal to the client?

Accepted Answer

Absolutely. Automated workflows pull in CRM data, so each message feels timely and relevant. Clients receive outreach that looks and feels like it came directly from their advisor.

Question 9

What guardrails prevent advisors from sending risky content?

Accepted Answer

Hearsay Relate makes it easy for compliance teams to establish policies, lexicons, and message blocking keywords to prevent prohibited risky messages from being sent. Advisors can connect freely, knowing prohibited content is automatically flagged or prevented.

Question 10

How does Hearsay Relate keep up with changing regulations and compliance scrutiny?

Accepted Answer

Hearsay Relate provides configurable lexicons, policy rules, and supervision workflows that help firms align with evolving regulatory standards. We regularly enhance these capabilities to support firms in meeting FINRA, SEC, and global financial services expectations.

Question 11

How can I track advisor response times and client engagement rates?

Accepted Answer

Hearsay Relate provides admin and advisor reporting dashboards showing real-time adoption, response times, message volume, and engagement metrics. Leaders can see which advisors or teams are performing best. These insights help identify gaps and improve advisor productivity.

Question 12

How does messaging data integrate with Salesforce or other CRMs?

Accepted Answer

Hearsay Relate can integrate into Salesforce, Wealthbox, Retail, and other leading CRMs with activity and contact syncing. This eliminates manual data entry and enriches client records with messaging activity. It also helps leaders connect advisor engagement directly to business outcomes.

Question 13

How does the platform keep client conversations secure?

Accepted Answer

Hearsay Relate encrypts every conversation and manages data within an enterprise-grade infrastructure. Messages are archived, supervised, and policy-enforced to reduce risk. This protects client information and keeps firms aligned with industry regulations.

Question 14

Can it support thousands of advisors across distributed teams?

Accepted Answer

Yes, Hearsay Relate is built to scale across large enterprises with thousands of users. Features like roles, permissions, and delegation make it easy to manage compliance and workflows at scale. This makes sure consistent advisor engagement without overwhelming compliance teams.

Question 15

What makes Hearsay Relate different from Movius, LeapXpert, or Symphony?

Accepted Answer

Hearsay Relate is purpose-built to help financial advisors deepen client trust through compliant, personal communication. By embedding directly into CRMs like Salesforce, Hearsay Relate integrates effortlessly into existing advisor workflows — automating contact capture, activity sync, and client engagement. Hearsay Relate has proven to scale across tens of thousands of advisors at leading financial firms, while enterprise-grade program controls and a unified supervision dashboard give compliance teams complete oversight. Regular product updates ensure firms have tools to help address FINRA, SEC, and global financial services requirements, while minimizing disruption to advisor-client engagement.

Deepen client trust with compliant communication at scale

The compliant messaging platform trusted by leading financial firms

Enterprise scale, proven globally

Compliance without compromise

CRM-powered productivity

Engage and grow your customer base with Hearsay Relate

Reach clients on preferred channels

Initiate more informed, timely outreach

Engage confidently, supported by compliance workflows

Track adoption, engagement, and ROI in real time

Scale client engagement across the field

Work seamlessly within existing systems

Key Features

Unified Communication Platform

Smart Productivity Features

Real-Time Compliance Tools

Custom Workflows

Actionable Analytics

CRM Integration

TCPA Support

Opt-In and Opt-Out Management

FAQs

Build stronger client relationships with Hearsay Relate