Hearsay 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.
Hearsay Alternatives
Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining.
Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious.
Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses.
Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible.
Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document.
Automatizer — no-code workflow automation your own ops team builds and changes.
Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data.
Three editions at three price points — $85, $115 and $150 per user per month.
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Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies.
The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance.
Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.
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Oktopost
Oktopost's social media management, social listening, and employee advocacy solutions enable B2B organizations to amplify their brand on social media and measure the real impact of this channel on the business. Oktopost allows marketers to better engage with customers and prospects, get actionable insights, and prove ROI.
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Denim Social
Denim Social is a social management software company that offers tools to enable marketers in regulated sectors to manage paid and organic social media advertising through one platform. Denim Social is trusted by more than 250 institutions in the banking, insurance, and wealth management industries. It allows brands to engage consumers via social media, build relationships with communities, and close more deals while remaining in compliance. Denim Social is the only social media management platform that has been approved by the ABA for banks and financial service firms. Learn more at denimsocial.com.
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Company Details
Company:
Hearsay Systems
Headquarters:
United States
Website:
www.hearsaysystems.com
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Product Details
Platforms
Web-Based
Types of Training
Not Offered
Customer Support
Business Hours
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