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Predictive Email Solution for Financial Service Professionals

Posted on 10.12.2015

A new predictive email solution from Hearsay Social is helping financial services professionals to efficiently create, manage, send and track one-to-one emails to prospects.

The solution, dubbed Hearsay Mail, is an addition to Hearsay Social’s Predictive Suite, which provides advisors and agents with a compliance-approved, multi-channel platform to build and deepen client relationships across social media, localized advisor websites and personalized email campaigns from a unified dashboard. 

"Advisors say that email is their preferred method of engaging with clients between one-on-one meetings,” said Mark Tibergien, CEO of Pershing Advisor Solutions. “But to use email for marketing is time consuming and often impersonal. What's exciting about predictive analytics from an advisor’s standpoint is that it can help scale what has been a labor intensive and sometimes irrelevant method of client engagement."

With Hearsay Mail, users will be able to send relevant, personal and compliant emails with just a few clicks. Moreover, users can track and receive notifications when emails are opened and clicked. These insights can then be leveraged to learn more about client preferences so advisors can follow up with timely and relevant messages.

“While corporate email campaigns are great for promoting the overall company and brand, there is an opportunity to leverage the personalized aspect that’s essential to develop meaningful, ongoing relationships with consumers,” said Steve Garrity, co-founder and chief technology officer of Hearsay Social. “Advisors are in the field every day interacting with clients and prospects and possess that localized knowledge, but they don’t have the time or resources for personal and personalized email outreach. With Hearsay Mail, we’re combining technology, human knowledge and machine learning to empower advisors and agents to insightfully engage with more contacts, at the right time, with the right message through the right communication channel.”

It is important to note that Hearsay Mail leverages knowledge about each relationship and past interaction to help advisors send personalized communications. The platform’s predicative content engine also recommends pre-approved email content that is likely to be most relevant to the client, which saves advisors time and increases the likelihood that the message will be opened. Advisors can also add their contacts to automated email content channels that deliver relevant content provided by their firm’s marketing team.

Lastly, in addition to open and click data, Hearsay Mail offers content-level analytics so a firm’s marketing team can understand what content is resonating with recipients at the local level. This can help corporate marketing teams build better informed emails for their advisors.


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