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7th Annual Hearsay Summit Brings Together Top Insurance, Wealth Management, and Tech Leaders to Discuss the Future of Field Advisors and Agents

971 Days ago

Executives from Wells Fargo Advisors, Ameriprise, Morgan Stanley, Allstate, American Family Insurance, and AXA join tech leaders from Uber, Salesforce, LinkedIn, EY, and DocuSign to tackle how to turn corporate data into field action

San Francisco, CA, April 05, 2019 (GLOBE NEWSWIRE) -- Hearsay Systems, the trusted leader in social selling and provider of the Hearsay Advisor Cloud for the financial services industry, today unveiled its list of keynote speakers, including 150 top leaders from some of the biggest financial services, insurance, and technology companies in the world, for the seventh annual Hearsay Summit, taking place April 30-May 1 in San Francisco. The Hearsay Summit is designed for FinServ and FinTech executives looking to share ideas and gain an edge with next-level insights and strategies. At this special curated gathering of business leaders, attendees will discuss breaking down organizational silos and empowering the high-tech, right-touch agents and advisors. This year’s theme, Transforming Data into Action, specifically examines how data changes the traditional roles of agents and advisors into omnichannel agents and advisors as well as what new opportunities open up as a result of new technologies.

Additionally, the company will offer Marketing and Compliance Administration Certification designed for program leads and social administrators of Hearsay’s flagship Hearsay Social product. The new certification program enables users to get hands-on experience with some of the latest Hearsay functionality. Additionally, Day 1 will consist of role-based roundtable sessions tailored for marketing, sales/distribution, compliance, and IT professionals to discuss trends, best practices, and key success factors.

As in previous years, Hearsay Summit attendees will learn from TED®-style talks presented by the industry’s biggest disruptors and innovators, including:

  • Kathryn Ferrero, CMO, AXA US
  • Ty Heath, Global Lead of Market Development, LinkedIn
  • Erik Jepson, Managing Director - Head of Digital Marketing, Morgan Stanley
  • Paul Johnston, General Counsel and Corporate Secretary, Thrivent Financial
  • David Karr, Chairman, AXA Advisors
  • NiIkhil Lele, Partner/Principal - Digital Enterprise Transformation - Financial Services, Ernst & Young
  • Rohit Mahna, SVP & General Manager Financial Services, Salesforce
  • Joe Nadreau, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors
  • Alpesh Patel, Vice President, Enterprise Strategic Verticals, Docusign
  • Roger Tye, Vice President, Digital and User Experience, Allstate
  • Telisa Yancy, Chief Marketing Officer, American Family Insurance

“Hearsay Summit is always an outstanding event full of rich cross-functional dialogue, and it has never been as important as in the current climate,” said Joe Nadreau, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors. “Advisor roles are changing dramatically as a result of seismic shifts in client behavior and expectations. Financial industry leaders must be prepared to address these changes head-on and embrace new approaches, practices, and challenges. Hearsay Summit is a great forum for learning, sharing best practices, and better understanding the technology forces reshaping the future.”

In addition to informative keynote talks, practical, role-based tracks, and certification for Marketing and Compliance Administration, Hearsay Systems will also honor Innovators with its annual award program. The Innovators Awards celebrate customers who leverage the Hearsay platform to delight and provide value to their clients in new and exciting ways. Past winners include Morgan Stanley, American National, and Thrivent Financial. This year, winners will be recognized by industry peers and leaders at Hearsay Summit Main Stage on May 1.

“The insurance, wealth management, and banking sectors are at a pivotal moment, and we are thrilled to bring together the tech and financial industries’ most forward-thinking leaders to discuss and debate the future of field agents and advisors,” said Clara Shih, founder and CEO of Hearsay Systems. “ We look forward to welcoming, coaching, and learning from this incredible group.”

To register for this year’s Hearsay Summit, held Tuesday, April 30 at Parc 55 and Wednesday, May 1 at Terra Gallery in San Francisco, go to Summit Registration.

To learn more about how Hearsay Systems empowers financial professionals, visit hearsaysystems.com.

About Hearsay Summit

The Hearsay Summit brings together top FinTech and FinServ leaders to discuss industry trends and their impact, as well as how to evolve their businesses and empower representatives to take advantage of the latest technologies. Hearsay Summit offers a healthy mix of big-picture discussions, function-specific breakout sessions, and networking opportunities. Now in its seventh year, Hearsay Summit has become a can’t miss event for the financial services industry. Learn more at https://hearsaysummit.com.

About Hearsay Systems

Hearsay Systems offers the Hearsay Advisor Cloud for financial services, digitizing painful manual processes and freeing up advisors to provide proactive, timely service for clients.

Hearsay’s pre-built industry workflows for insurance and wealth management provides one-click actionable suggestions for advisors to engage with clients efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Built for the enterprise, Hearsay Systems 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 Systems 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.


Carmen Mantalas for Hearsay Systems

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