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Description

Hearsay Systems is redefining the human-client experience in financial service. The Hearsay Client Engagement Platform empowers more than 200,000 agents and advisors to authentically and intelligently build business relationships. It guides and captures the last mile of digital communications and actively guides them. Hearsay's SaaS platform is used by the world's most prestigious financial firms, including New York Life, Morgan Stanley and Charles Schwab. It allows them to expand their reach, maximize sales engagements, and provide exceptional client service in a consistent, compliant way. Hearsay has a headquarters in San Francisco and globally distributed teams in North America, Europe, and Asia.

Description

As the control layer for legal AI, Neota Logic® helps corporate legal departments and law firms put AI to work inside governed workflows. Each workflow pairs AI with rules-based logic and human review, so results can be checked, repeated, and defended. Teams use the platform for contract automation, compliance advisory, claims management, risk assessment, onboarding, document generation, and many other processes across legal and the wider business. Neota Logic works with Fortune 500 legal departments and Global 250 law firms throughout North America, Europe, and Asia Pacific. The company is based in New York City and has offices in London and Melbourne.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Amazon Bedrock No 
Box No 
Claude No 
Docusign No 
Dynamics 365 Commerce No 
Gemini No 
Global Relay Yes 
Google Docs No 
Google Maps No 
HighQ No 
HubSpot Customer Platform No 
Kira No 
Microsoft 365 No 
Microsoft 365 Copilot No 
Microsoft Copilot No 
Microsoft Power BI No 
NetDocuments No 
Tableau No 
Xakia No 

Integrations

Adobe Acrobat Sign Yes 
Amazon Bedrock Yes 
Box Yes 
Claude Yes 
Docusign Yes 
Dynamics 365 Commerce Yes 
Gemini Yes 
Global Relay No 
Google Docs Yes 
Google Maps Yes 
HighQ Yes 
HubSpot Customer Platform Yes 
Kira Yes 
Microsoft 365 Yes 
Microsoft 365 Copilot Yes 
Microsoft Copilot Yes 
Microsoft Power BI Yes 
NetDocuments Yes 
Tableau Yes 
Xakia Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Hearsay Systems

Country

United States

Website

www.hearsaysystems.com

Vendor Details

Company Name

Neota Logic

Founded

2010

Country

United States

Website

www.neotalogic.com

Product Features

Content Management

Audio Content No 
Customizable Templates No 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management No 
Text Editor No 
Version Control No 
Video Content No 
Website Management No 

Customer Engagement

Analytics No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

SMS Marketing

2-Way Messaging No 
Artificial Intelligence No 
Contact Management No 
MMS No 
Mass Texting No 
Message Personalization No 
Mobile Coupons No 
Mobile Keywords No 
Polls / Voting No 
Reporting/Analytics No 
Scheduled Messaging No 
Shortcodes No 
Text-to-Win No 

Social Media Management

Automated Publishing No 
Brand Tracking No 
Content Management No 
Customer Engagement No 
Multi-Account Management No 
Multi-User Collaboration No 
Post Scheduling No 
Reporting/Analytics No 
Social Media Monitoring No 

Social Selling

Automated Publishing No 
Compliance Management No 
Content Discovery No 
Content Management No 
Employee Advocacy No 
Gamification No 
Lead Engagement No 
Performance Metrics No 
Pre-Approved Content Library No 
Single Sign On No 
Social Media Monitoring No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Data Management

Customer Data Yes 
Data Analysis Yes 
Data Capture Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control No 
Data Security Yes 
Information Governance Yes 
Master Data Management Yes 
Match & Merge No 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

No-Code Development

AI-Assisted Development Yes 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Robotic Process Automation (RPA)

Analytics Yes 
Attended Automation No 
Code-free Development Yes 
Image Recognition No 
Optical Character Recognition No 
Process Builder No 
Third Party Application Integration Yes 
Unattended Automation No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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