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I think Hearsay is a great tool for the financial services industry.
What do you like best about the product?
I love the team from Hearsay. I always feel supported through their helpdesk. I feel like I am being listened to in regards to new updates that would benefit users of Hearsay.
What do you dislike about the product?
I don't like some of the usability. For example, in order to find the birthday template, it's under reminders. It doesn't seem intuitive to import your contacts under reminders. I also don't like that I don't know where contacts are pulling from in the relate app. It seems like some are from LinkedIn and some are from the personal phone.
What problems is the product solving and how is that benefiting you?
I am in Hearsay everyday and talking with advisors to explain and onboard them to the platform. I realize that advisors are using the platform to reach their clients and prospective clients. It keeps the Financial Advisors relevant and engaged with clients.
Simple, effective, innovative employee led platform.
What do you like best about the product?
The easy to use interface, the easy of posting to library, analytic reports available immediately and ease of signing people up to the platform
What do you dislike about the product?
No downsides! All very good and easy to use
What problems is the product solving and how is that benefiting you?
Banker education on social media, compliance with content, enabling bankers to use social media and increase their thought-leadership status amongst clients and colleagues
Effective with room to improve
What do you like best about the product?
Fundamentally it fulfills the basics of a CMS tool. However, as opposed to other social media planning platforms, it lacks to stay ahead of industry trends in analytics and channel optimization.
What do you dislike about the product?
Its algorithms for prime posting times seem random and not thoughtful, as success rates are inconsistent.
What problems is the product solving and how is that benefiting you?
Implementing clean, cohesive, content distribution
Functional and Efficient Platform - Development Needed
What do you like best about the product?
The platform is efficient and very user-friendly. It is very easy to understand and complete the tasks at hand as well as assist our firm/compliance team with controlling the sales team's social media.
What do you dislike about the product?
Although Hearsay is easy to learn, I do think it needs a facelift and updates to how compatible it is with social media profiles - for example being able to tag people or pages when creating a custom post.
What problems is the product solving and how is that benefiting you?
We are solving the issue of consistency of social media posts for our sales team. Some benefits include being able to really manage our sales team and access their workspaces.
Recommendations to others considering the product:
Make sure to really go through each tab and feature so you can understand everything Hearsay has to offer.
User-friendly interface to help agents on social media
What do you like best about the product?
I love that Hearsay has the ability for administrators to have a view of their own and a toggle to view what our agents see. It not only serves as a compliance tool but also works as a great social media content library and scheduling system.
What do you dislike about the product?
Some processes can take some time manually but the customer account reps are always quick to help and report issues to the product development team. So they are always working to improve features and automate things.
What problems is the product solving and how is that benefiting you?
Agents no longer have to schedule their own content. With the automated campaigns, everything is published on their behalf. It is saving the agents times so they can focus on building social media engagement and working with customers directly rather than the burden of content management.
Marketing Coordinator
What do you like best about the product?
Scheduling out social media posts several weeks in advance.
What do you dislike about the product?
The format is limited in the fact that you can only use minimal content in one post at a time.
What problems is the product solving and how is that benefiting you?
Connecting advisors to social media and making sure that they are in the loop.
Recommendations to others considering the product:
It is a great program to maintain those who need social media presence.
Good tool
What do you like best about the product?
I like that the tool it's self is designed, and coded very nicely. Smooth and easy to operate, and looks pretty good.
What do you dislike about the product?
I do find it to be slightly intrusive. But it serves its purpose.
What problems is the product solving and how is that benefiting you?
It is solving the problem of creating actual analytical reports and tracking social media.
Recommendations to others considering the product:
I would say that it is not hard to use, so try glossing thru some of the tutorials and you'll be fine, nothing is that complicated.
Senior Manager, Financial Planning
What do you like best about the product?
Not having to worry about choosing compliant content, as the library has it. The Engagement content is useful also.
What do you dislike about the product?
Searching through the library for content can be challenging. Also, re-posting things I already posted could be easier. Would be great if I could duplicate posting for other days automatically.
What problems is the product solving and how is that benefiting you?
I don't have to curate content myself.
Hearsay Social
What do you like best about the product?
Hearsay helps to keep us compliant with our industry regulations. I really like the fact that I can go to one place and coordinate posts across multiple social media sites with content that meets my compliance teams standards. Very helpful with efficiency.
What do you dislike about the product?
The only thing I dislike is that I occasionally have to reenter my logins for my social media sites even though the usernames and passwords didn't change.
What problems is the product solving and how is that benefiting you?
It allows me to have coordinated social media campaigns without having to worry about compliance.
All of our social media profiles in one place
What do you like best about the product?
The ability to schedule across channels, times, and dates in one easy step.
What do you dislike about the product?
The content "search", the break-out of tags and that the page stays in its location even if you switch pages.
What problems is the product solving and how is that benefiting you?
Managing multiple company social accounts and pulling content from one place allows us to scale that offering across 300 advisers and create social media posting schedules 2 months at a time.
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