Hearsay Systems recently hosted its 12th annual Hearsay Summit, bringing together top minds in the financial services industry to discuss digital marketing strategies and explore the use of AI in a rapidly changing regulatory landscape. The event, which took place at the Essex House in New York City, was sponsored by LinkedIn and featured leaders from financial services and technology sectors coming together to share insights, network, and learn from each other.
During the two-day summit, attendees from 60 leading financial firms participated in motivating keynotes, engaging panel discussions, and interactive breakout sessions. The focus was on elevating digital engagement programs, especially in the face of compliance challenges and the increasing importance of AI in the industry.
A highlight of the event was a fireside chat between Hearsay Co-founder and Executive Chairperson Clara Shih and David Chubak, Head of Wealth Management at Edward Jones. The conversation touched on topics such as AI, leadership principles, and digital transformation in organizations.
In addition to the insightful discussions, Hearsay also recognized outstanding achievements in customer experience through the Hearsay Awards program. This year’s winners included companies like Allstate, Co-operators, JPMorgan Asset Management, Wells Fargo Home Lending, and National Life Group, who were praised for their exceptional use of the Hearsay platform to enhance client engagement and deliver value.
Hearsay Systems, known as the trusted global leader in digital client engagement for financial services, empowers over 260,000 advisors and agents worldwide to proactively engage with clients in a compliant manner. Some of the world’s leading financial firms, including BlackRock and Charles Schwab, rely on Hearsay’s platform to optimize sales engagements, scale their reach, and deliver exceptional client service.
As the financial services industry continues to evolve, events like the Hearsay Summit play a crucial role in fostering collaboration and innovation among industry players. By sharing best practices and exploring new solutions, organizations can stay ahead of the curve and meet the changing demands of customers in a digital age.
