Hearsay Actions automates advisor-client engagement through compliant, personalized workflows, enabling financial services teams to nurture prospects and build stronger client relationships. By leveraging smart triggers and one-click workflows, advisors can deliver timely, authentic outreach at scale, improving productivity and client satisfaction. Use cases include lead outreach, recurring reviews, strategic life events, and billing reminders. Actions boosts lead conversion by up to 37%, enhances retention, and ensures all engagement activity is tracked and fed back into CRMs. Nearly 64% of clients desire more frequent communication, highlighting a significant opportunity to deepen relationships and drive growth.

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