Director, Strategic Accounts
CurrentDigital Platform for Financial Services.Mobile, social, and web technologies are changing the way we live and work – including how consumers discover and make important buying decisions regarding financial products and services. Over 40% of high-net worth individuals under the age of 40 cite social media as important for accessing information on financial products or services, and this number keeps growing. Clients expect more from their advisors and agents in the form of insights, counsel, and highly personalized engagement.Hearsay Systems is reinventing the client experience in banking, wealth management, property and casualty, and life insurance with compliant digital communications and workflow solutions. Today, we proudly enable over 200,000 advisors, agents, bankers, mortgage consultants, wholesalers, and other financial relationship managers worldwide to connect and deepen client relationships on social, mobile and web technology while staying compliant. We provide suite of solutions, professional services and training platforms to make our clients successful.