Hearsay Summit Brings Together Brightest Minds in Financial Services to Up-level Digital Marketing and Explore AI Use Cases Amidst a Dynamic Regulatory Environment
26 Abril 2024 - 8:00AM
Business Wire
The elite gathering featured leaders from
Edward Jones, Wells Fargo, New York Life, BlackRock, American
Family Insurance, and more
Hearsay Systems, the trusted global leader in digital
client engagement for the financial services industry, today
announced that it held its 12th annual Hearsay Summit April 15-17
at the Essex House in New York City. Sponsored by LinkedIn, leaders
at the intersection of financial services and technology convened
to brainstorm, network, and learn. Through two days of motivating
keynotes, engaging panel discussions, and interactive breakout
sessions, attendees from 60 leading financial firms uncovered new
ideas to elevate their firm’s digital engagement programs,
particularly in light of compliance challenges and the rise of
AI.
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From left to right: Leslie Leach, Chief
Marketing & Strategy Officer at Hearsay Systems, joins 2024
Hearsay Award winners from Allstate, Co-operators, JPMorgan Asset
Management, Wells Fargo Home Lending, and National Life Group.
These leaders were recognized for their exceptional use of the
Hearsay platform to enhance the customer experience and provide
unparalleled value to clients. (Photo: Business Wire)
This year’s 30 customer speakers included industry experts and
visionaries from Edward Jones, Wells Fargo, American Family
Insurance, Ameriprise Financial, BlackRock, Co-operators, and many
more.
One highlight was Hearsay Co-founder and Executive Chairperson
and CEO of Salesforce AI, Clara Shih’s fireside chat with David
Chubak, Head of Branch Development and U.S. Business Unit, at
Edward Jones. This wide-ranging conversation covered AI, leadership
principles, and digital and organizational transformation.
“This year’s Summit was our biggest and best yet. The energy and
excitement for refining existing practices and innovating to tackle
new challenges was palpable,” said Leslie Leach, Chief Marketing
& Strategy Officer of Hearsay Systems. “Between evolving
regulations, changing customer engagement preferences, and
integrating responsible AI into financial services, keeping pace
can be overwhelming for many organizations. This tight-knit
community understands that the industry and its firms work better
when we collaborate to find new solutions. I am thrilled that
Hearsay Summit offers such a space.”
Recognizing Innovation
In addition to Summit programming, each year Hearsay honors
select companies for their accomplishments. The Hearsay Awards
program celebrates financial services leaders who use Hearsay to
elevate the customer experience and deliver outstanding value to
clients. Category winners were selected by a panel of judges based
on the creativity, impact, and business value of their Hearsay use
case.
The 2024 Hearsay Award Winners are:
- Networking Ninja (Outstanding growth in Hearsay Social
network connections): Michele Weisman, JPMorgan Asset
Management
- Fast Fingers (Fastest response time on Hearsay
Relate/Actions): John Heidrich, Allstate
- Sites Superstar (Outstanding lead generation using
Hearsay Sites): Mike Bruno, Co-operators
- Exceptional Engagement (Outstanding Hearsay Social
engagement)
- Dan Hart and Khrista Trerotola, National Life Group
- Edie De Phillips, Wells Fargo Home Lending
About Hearsay
As the trusted global leader in digital client engagement for
financial services, Hearsay Systems empowers over 260,000 advisors
and agents to proactively guide and capture the last mile of
digital communications in a compliant manner. The world’s leading
financial firms—including BlackRock, Charles Schwab, and New York
Life—rely on Hearsay’s compliance-driven platform to scale their
reach, optimize sales engagements, grow their business, and deliver
exceptional client service. Hearsay is headquartered in San
Francisco, with globally distributed teams in North America,
Europe, and Asia.
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version on businesswire.com: https://www.businesswire.com/news/home/20240424026608/en/
Carmen Mantalas GMK Communications for Hearsay System
carmen@gmkcommunications.com