โFirms can either design and enforce policies and procedures now (around texting), or they can expect to pay later.โ - Mitch Avnet https://t.co/mjIuw2JlRY
Hearsay has deep experience in the technology challenges FINRA highlighted with data aggregation, specifically around the best method for 3rd party aggregators to use when collecting data. https://t.co/dRW0iGQ5wb
When it comes to communicating, seven in 10 of Generation X prefer to do it digitally rather than in person โ mostly via texting. https://t.co/SvFomtYIpB
In Wealth Management's October 2018 Fintech Report Card, Hearsay's Mobile Advisor Actions makes the top story. Work smarter, not harder. https://t.co/oWEQxIEgq9
Advisors โwasteโ more than two-thirds of their day on manual processes. Advisor Actions is helping free up time from manual processes and changing the game. https://t.co/qVcMPt8CeL
Introducing Advisor Actions, check out this article on ThinkAdvisor. Digitizing the advisor does not mean replacing the advisor with technology but making the advisor better. https://t.co/BPPblvmS4N
Announcing Hearsay Triggered Advisor Actions โ Turning Advisorsโ Mobile Devices into Powerful Data-Driven Work Systems, Making Every Advisor a Data-Driven Relationship Manager. https://t.co/7Lp75I8zBw
Spending too much time on social? Having a hard time measuring social success? Hear from Hearsay's Customer Education Manager, Linh Le, who debunks important social media myths. https://t.co/nVY0nTrvsi