San Francisco, May 23, 2018 (GLOBE NEWSWIRE) -- Hearsay Systems, provider of the Hearsay Advisor Cloud for the financial services industry, will host its sixth annual Hearsay Summit (#HearsaySummit) on May 23 and 24, 2018, in its hometown of San Francisco. The event will bring together C-level and digital executives from the largest financial services companies around the world for two days of inspiration and meaningful discussion.
This year’s program will include round table sessions, keynote talks, fireside chats and interactive panels focused on leveraging digital and data to accelerate business outcomes at the field advisory level.
A key theme will be how AI-driven automation can optimize industry-specific workflows and supercharge corporate CRM systems, giving corporate teams deep visibility into field activities while increasing both advisor production and client satisfaction.
Speakers include leaders in both financial services and technology, including:
- Clara Shih, CEO and Founder, Hearsay
- Paul LaPiana, Senior Vice President, MassMutual Financial Advisors
- Corina Roy, Assistant Vice President, Field Digital, MassMutual Financial Advisors
- Erik Jepson, Managing Director, Head of Digital Marketing, Morgan Stanley Wealth Management
- Kirk Dudtschak, Executive Vice President, Personal and Commercial Banking, Royal Bank of Canada
- Jon Pauley, Senior Vice President, Marketing, Interactive Strategy and Chief Digital Officer, Ameriprise Financial
- Amanda Reierson, Head of Digital, Farmers Insurance
- Jennifer Atkins, Executive Vice President, Head of Marketing Strategic Capabilities and Insights, Wells Fargo
- Brad Auerbach, Head of Industry, Insurance, Facebook
- Craig Canton, Senior Relationship Manager, Sales Solutions, LinkedIn
- Chandra Stevens, Worldwide Marketing Solutions Director, Microsoft
- Eran Agrios, Head of Global Go-To-Market, Financial Services Cloud, Salesforce
- Maran Nelson, CEO and Co-Founder, Clara Labs
- Abby Chao, Co-Founder and COO, CollegeBacker
- Jordan Lee, Founder and CEO, CollegeBacker
- Kevin Busque, CEO and Co-Founder, Guideline
“The client journey and client-advisor relationship are evolving rapidly, and advisors and financial institutions alike must adapt or risk irrelevance,” said Chris Mills, Hearsay vice president of marketing. “It’s an honor to once again host the industry’s premier event connecting financial services digital innovators and Silicon Valley. We’re excited to provide an engaging setting for participants to share their successes, discuss challenges, and get actionable ideas on how to successfully scale their digital programs, empower the field and drive business.”
More Information
Visit www.hearsaysummit.com for more event details, and follow the conversation on Twitter at www.twitter.com/hearsaysystems.
ABOUT HEARSAY
Hearsay Systems offers the Hearsay Advisor Cloud for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Hearsay’s prescriptive technology processes and prioritizes data from across digital channels and data systems, providing actionable suggestions for advisors on how they should engage with clients next. Built for the enterprise, Hearsay connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs, and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform.
Hearsay is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms. The company is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.
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