Hearsay Relate logo
0(0 reviews)
Software Status:Active

About Hearsay Relate

Hearsay Relate is a compliant texting software from Hearsay that enables secure, personalized communication across voice and text channels for financial services. It combines a platform for communication, a privacy policy for data protection, and AdChoices for consumer choice so organizations can deepen client trust at scale. Hearsay Relate allows users to manage settings and maintain compliance while engaging clients effectively. This solution is particularly beneficial for financial professionals who need to facilitate secure interactions while adhering to industry regulations. Key capabilities: Platform Privacy Policy AdChoices Settings Secure Communication Best for: financial services professionals that need compliant communication solutions.

Hearsay Relate Details

Vendor
Hearsay
Year Launched
2009
Location
2261 Market Street, Ste. 5397 San Francisco, CA 94114
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Dutch, Portuguese
Users
Financial Advisors, Insurance Agents, Wealth Managers, Large Financial Firms
Industries Served
Financial services industry, including insurance and wealth management.
Tags
Compliance, Text Messaging, Voice Communication, Financial Services, CRM Integration

Hearsay Relate's In-App Market Place

Does Hearsay Relate have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), CNY (¥), INR (₹), JPY (¥)

Pros & Cons

  • Regulatory Compliance: Ensures all communications meet industry standards.
  • Efficiency: Streamlines communication processes for advisors.
  • Integration: Seamlessly integrates with existing CRM systems.
  • Mobile Accessibility: Available on mobile devices for on-the-go use.
  • Scalability: Suitable for firms of various sizes.
  • Industry-Specific: Primarily designed for financial services, limiting broader applicability.
  • Cost: May be expensive for smaller firms.
  • Complexity: Initial setup and integration can be complex.
  • Limited Marketplace: Lack of an in-app marketplace for additional features.
  • Dependency on CRM: Heavy reliance on CRM integration for full functionality.

Hearsay Relate's Support Options

Hearsay Relate's Alternatives