Hearsay Social works with 100,000 financial advisors and insurance agents, including Vanguard, JPMorgan Chase, Raymond James and eight of the top 10 U.S. Insurers, helping them manage their social media interactions.
Now CEO Clara Shih is introducing a new set of tools—focused entirely on financial services—to help those advisors keep their jobs in the face of a slew of robo-advisors such as Wealthfront and Betterment, which are disrupting traditional financial services.
"They're threatening to do to human advisors what Travelocity did to travel agents," Shih said recently. "How do you survive in this age of automation?"
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Hearsay's angle: To avoid being "disrupted" (made irrelevant), financial advisors and insurance agents need better tools to be more useful across all platforms. What Hearsay is calling its Predictive Social Suite will allow financial relationship managers to connect all of their interactions, from Twitter and LinkedIn to blogs, email and a website it helps users set up, on a single dashboard.