"market like it's 2017" – hearsay summit
TRANSCRIPT
WE’VE WITNESSED THE ULTIMATE MARKETING RENAISSANCE
Source: Internet sales by device, Gartner, IDC, BI Intelligence
Personal computers
Smartphones
Tablets
BUT YOUR ADVISORS CONTINUETO MARKET IN 2017 LIKE IT’S 2007
Phone Call ($5-13/call)
Direct Mail($1/mailing)
BUT THEY NEED OUR HELP
“Opt-in required”TCPA (USA) / CASL (CAN) /GDPR (EU)
“Records must be retained”SEA 17-a3, 17a-4FINRA 4511
CORPORATE MARKETING
CLOUDADVISORCLOUD
CRM
CLIENT
Social Selling
Advisor Websites
Personal 1-1 Email
Advisor Texting
Local Advertising
Brand Social
Corporate Website
Marketing Automation
Mobile App
Brand Advertising
ADVISOR CLOUD HELPS ADDRESS THE GAP
WORK WITH,NOT AGAINST,YOUR CUSTOMERS
“Don’t make me pinch and zoom”
“Don’t make me go to my PC”
“Don’t make me login or download anything"
of texts are opened
98%
Texting builds quality, intimate relationships
CUSTOMERS EXPECT INSTANT + MOBILE
average text response time
90 secondsof email opens are
on mobile
70%Up to
Source: eMailmonday– “the Ultimate mobile email stats” (2016) - 70% email stat
MULTI-CHANNEL DIGITAL TOUCHES BUILD LOYALTY
*Source: FPA Study, “Communication Evolution: Financial Professionals and the Future of Thought Leadership” 2016; Cultivating the Middle-class Millionaire
Email Relevant Articles
Advisor Website/Blog
Social Media`
In-Person Workshops / Seminars
CLIENT PREFERENCE FOR ENGAGEMENT CHANNEL WITH ADVISOR
Loyal clients have 2+ touches per month on
non-investment matters*
DESIGN FOR HOW ADVISORS WORK
“Don’t make me log in to ten systems”
“Don’t make me do everything manually”
“Don’t make me do it alone”
40%
17%
10%
24%
5% 4%
Advisor Time Allocation
Contact Existing Clients
Prospecting / New Client AcquisitionPortfolio Management
Administrative Tasks
Source: PWC Survey, 2009
MAKE THIS EFFICIENT AND CONVENIENT FOR CLIENT AND ADVISOR
DESIGN FOR HOW ADVISORS WORK
DON’T ADD TO THIS
Build Awareness NurtureProspect Retain & DeepenClose
WE MUST ENABLE ADVISORS TO ENGAGE ACROSS THE FULL FUNNEL
1-TO-MANYSOCIAL PROFILE / WEBSITE /CONTENT POSTING
1-TO-1TEXTPERSONAL EMAILS
SOCIAL SITES 360/MAIL MESSAGES
HEARSAY ENABLES ADVISORS TO MARKET AND SELL LIKE IT’S 2017
One place to go
100% mobile-optimized
Built for collaboration
Compliance included
HEARSAY SOCIAL™ 2017
Best-in-Class Advisor/Agent Social App
FB Video, FB Ads, Auto Campaigns
Social Signals, now with Twitter
LinkedIn / Facebook Messenger*
COMING SOON
NEW
NEW
SOCIAL
FINRA / TCPA / CASL Attestation Flow
Scheduling & Reminders
MMS Support for Photos
Web Team Texting Console
HEARSAY MESSAGES™
NEW
NEW
MESSAGES
Unified Publishing + Profiles
Built-In SEO
Mass Localization
Advisor Locator / Agent Locator
HEARSAY SITES™
NEW
NEW
SITES
Personal + Personalized for Every Client
Integrated Content Library
Smart Action List
Drip Campaigns *Based on holdings, hobbies, interests, personality, etc.
Coordinated with Corporate
HEARSAY 360™
VS
NEW
360/MAIL
SMART AI FOR ADVISORS:HEARSAY ACTION LIST
Built-in practice management
Suggested client actions and follow-ups
CRM integration
SMART AI FOR COMPLIANCE + SUPERVISION
Intelligent Alerts
Compliance Risk Meter
Auto-remediation
Tablet-optimized experience
SMART AI FOR BETTER CLIENT EXPERIENCE
LIFE EVENTGot engaged
PREFERRED CHANNEL
Text
INTERESTS / LIKESTEACH MEMARKETS & ECONOMYRELEVANT TO MY LIFE STAGEPHILANTHROPYRETIREMENTTAXES
ALERT MEMARKET CHANGEEVENTSINTERESTING OPPORTUNITYBILLING AND PAYMENTS
ADVISE MEAGING PARENTS
SAVING FOR COLLEGESELLING MY BUSINESS
ANNUAL REVIEWGET ME TO ACT
PERSONALLY CONNECTINTERESTS & HOBBIES
BIRTHDAYS ANNIVERSARIES
CONGRATS