Hearsay Systems
Compliant advisor-client comms platform
About
Hearsay Systems provides a compliance-driven digital engagement platform for financial services firms, enabling advisors and agents to manage client communications across text, social media, voice, and local websites in a regulatory-compliant manner. Its platform is used by over 260,000 advisors and agents at leading firms including BlackRock, Charles Schwab, and New York Life.
Products
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Yext Platform
— Manage and optimize your brand visibility across local AI and traditional search channels in one place.
Customer sectors: retail, financial services, healthcare
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Scout
— Monitor AI and traditional search visibility and competitors with actionable local brand insights.
Customer sectors: marketing teams, brand managers, competitive analysts
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Listings
— Manage and optimize your location information across the web to improve local search discovery.
Customer sectors: retail, hospitality, franchise operators
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Knowledge Graph
— Organize structured business content for AI-powered and traditional search experiences.
Customer sectors: IT teams, content managers, digital marketers
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Hearsay Social
— Enable compliant social media engagement at scale for financial advisors.
Customer sectors: financial advisors, wealth managers, compliance officers
Market research & competitive positioning
Source-backed TAM / SAM / SOM sizing, displacement analysis, and an interactive peer positioning map for Hearsay Systems — available to members.
