Case Study

How Janney built a modern, integrated and compliant digital marketing hub

How Janney built a modern, integrated and compliant digital marketing hub

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hearsaysystems.com How Janney built a modern, integrated and compliant digital marketing hub In 2014, Janney’s Financial Advisors had too much disparate software on their desktop, including various programs each for a different task. A new approach was needed. Janney’s Marketing team landed on the idea of an integrated digital marketing hub: a single, unified place for their Financial Advisors to focus on their client engagement efforts. With a small team supporting different types of practitioners, Janney’s marketing team prioritizes efficiency and scale wherever possible. With Hearsay, they built a technology ecosystem that was open, integrated, and coordinated. The result is a digital experience centered around Hearsay’s client engagement platform, which empowers Janney’s Fin

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