Hearsay’s CRM Contact & Activity Connector streamlines financial services by automating the capture of ‘last-mile’ advisor-client engagement data, creating a unified source of truth across the client journey. It syncs contact and activity data, reducing manual entry, enriching CRM insights, and improving field productivity. With two-way or one-way CRM sync, advisors save time while maintaining up-to-date records. It also logs SMS, mobile calls, and social interactions to CRM, enhancing reporting and enabling intelligent workflows. Trusted by leading financial firms, Hearsay simplifies compliance, boosts efficiency, and drives data-driven insights.

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