Hearsay Relate is a compliant texting solution that empowers your firm to monitor, review, and archive texts - compliantly and efficiently.
Hearsay provides fast access to compliant 1:1 text messaging. Our solution also lets you use custom lexicon triggers to detect and reduce the illicit use of WhatsApp and other scrutinized apps.
With Hearsay Relate, your firm can:
- Deepen advisor-client relationships on a 1-to-1 basis
- Reduce time spent on client follow-up by up to 80%
- Deliver a 10% increase in leads converted into clients
- Spend 80% less time recording communications in CRM
