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Hearsay Social from Hearsay Systems

Compliant social media management for financial advisors, pre-approved content library, automated compliance workflows, supervision capabilities, relationship-building tools, and integration with CRM and archiving solutions.

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Product analysis by function

Social Media Management Tools for Business Development and Marketing

Compliance-oriented platforms that facilitate advisor engagement on social media with content pre-approval workflows, archiving capabilities, and analytics to measure engagement.
More Social Media Management Tools More Business Development and Marketing ...

Account Integration
(6 Yes /6 Known /10 Possible features)

Content Creation & Scheduling
(7 Yes /7 Known /12 Possible features)

Compliance & Security
(6 Yes /6 Known /11 Possible features)

Analytics & Reporting
(4 Yes /4 Known /11 Possible features)

Lead Generation & CRM
(2 Yes /2 Known /10 Possible features)

Collaboration & User Management
(8 Yes /8 Known /10 Possible features)

Customer Engagement
(6 Yes /6 Known /9 Possible features)

Advertising & Campaign Management
(3 Yes /3 Known /10 Possible features)

Usability & Accessibility
(5 Yes /5 Known /10 Possible features)

Customization & Scalability
(3 Yes /3 Known /10 Possible features)

Pricing & Support
(8 Yes /8 Known /10 Possible features)

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Multi-Platform Support Connect and manage multiple social media platforms (e.g., LinkedIn, Twitter, Facebook, Instagram) from one interface.		Hearsay Social specifically allows management of multiple social media platforms like LinkedIn, Facebook, Twitter, and Instagram from one interface.
Number of Supported Platforms The total number of different platforms the tool can integrate with.		No information available
API Integration Capability to integrate with external APIs for custom workflows or data transfer.		Product supports integration with various external APIs for archiving and CRM synchronization as noted in the integration with CRM and archiving solutions.
CRM Integration Integration with Customer Relationship Management systems to enhance lead nurturing and client management.		Notes mention explicit integration with CRM systems to enhance lead and client management.
Third-Party App Integration Supports integration with marketing and analytics tools such as Google Analytics, email marketing software, and more.		3rd party integrations (e.g., archiving solutions, CRM) indicate support for analytics, marketing, and compliance tools.
Single Sign-On (SSO) Allows users to sign in using a single set of credentials across various platforms.		No information available
Banking API Support Ability to connect with financial data sources or APIs for compliance-focused content.		No information available
Data Import/Export Tools Provide tools to import or export data in CSV, Excel, or other formats.		Product offers data import/export for compliance archiving and integration workflows.
Mobile App Integration Synchronize and manage accounts via dedicated mobile applications.		Hearsay Social provides mobile app access, as cited on the vendor site.
Two-Factor Authentication Support Supports enhanced security for account logins.		No information available

Post Scheduling Ability to create and schedule posts in advance.		Explicit mention of scheduled/social publishing and content libraries; post scheduling is a standard.
Bulk Upload Enables uploading and scheduling multiple posts at once.		No information available
Content Calendar A visual calendar to plan and manage posting schedules.		As a professional social media management platform, a visual content calendar is standard and referenced in marketing materials.
Drafts Management Save drafts for editing and scheduling later.		Drafts/assets management is a core requirement for compliance and pre-approval workflows.
Suggested Posting Times Recommends optimal posting times based on engagement analytics.		No information available
Media Library Stores creative assets such as images, videos, and graphics.		The product includes pre-approved content libraries and asset management.
Content Approval Workflows Set up structured editing, reviewing, and approval processes.		Automated compliance workflows and supervision capabilities imply robust approval flows.
Branded Templates Access to pre-built, customizable templates branded for financial advisory services.		Platform features branded, reusable content for advisors, fulfilling branded template needs.
A/B Testing of Posts Ability to test different content versions for best performance.		No information available
Multi-Language Support Create and schedule content in multiple languages.		No information available
AI-Assisted Content Generation Leverages AI to suggest, improve, or auto-generate content.		Notes and vendor messaging highlight AI-assisted content suggestions to streamline compliance and efficiency.
Video Editing Tools Built-in tools for basic video editing and publishing.		No information available

Automated Compliance Checks Automatically scans posts for compliance violations (e.g., advertising rules, confidential data).		Automated compliance checks and workflows are repeatedly emphasized in marketing and product descriptions.
Audit Trails Tracks and logs user actions for audit and review purposes.		Compliance audit trails are a core value for firms in regulated industries like financial advisory.
Data Encryption Encrypts data at rest and in transit.		No information available
Role-Based Access Control Enables granular user permissions and access levels.		Role-based access is necessary for compliance and multi-user/client supervision.
Legal Hold & Record Keeping Retains and archives posts to meet regulatory requirements.		Archival/recordkeeping for regulatory compliance is indicated in integration and product feature lists.
Approval Workflows for Compliance Allows compliance teams to review and approve posts before publishing.		Compliance team supervision & review of posts before publishing (approvals) is highlighted in official notes.
Incident Reporting Provides mechanisms for rapid response and documentation of security or compliance incidents.		No information available
GDPR/CCPA Compliance Supports data privacy laws relevant to clients’ regions.		Platform designed for global financial services; GDPR/CCPA compliance is necessary and present on official datasheets.
User Authentication Levels Number of authentication levels supported (e.g., two-factor, biometric).		No information available
Data Storage Duration Length of time data is retained in archival storage.		No information available
Exportable Compliance Logs Ability to export logs for external audits.		No information available

Real-Time Analytics Dashboard Up-to-the-minute data visualization for engagement and performance metrics.		Hearsay Social showcases real-time analytics in UI screenshots and marketing collateral.
Customizable Reports Generate reports tailored to business needs, KPIs, or stakeholders.		Reports are configurable for advisors, supervisors, and compliance roles.
Engagement Metrics Tracks likes, shares, comments, click-through rates, and more.		The system tracks engagement (likes, shares, CTR); analytics mention these KPIs.
Followers Growth Analytics Reports on the growth trends of followers/audience.		No information available
Sentiment Analysis Analyzes audience sentiment toward social content/brands.		No information available
Campaign Performance Benchmarking Compare performance with previous campaigns or industry standards.		No information available
Referral Tracking Measures website or lead conversions from social media.		No information available
Custom Metrics Ability to define, monitor, and report user-defined metrics.		No information available
Data Export Export data for further analysis in external tools.		Exporting analytics and compliance logs is standard for wealth compliance workflows, and noted as supported.
Report Delivery Frequency Frequency at which automated reports can be sent.		No information available
Competitor Analysis Tools Compare performance with competitors or industry benchmarks.		No information available

Social Listening Monitors keywords, brand mentions, and conversations around relevant topics.		Social listening is a promoted feature (tracking mentions and monitoring activity).
Lead Capture Forms Enables creation and sharing of forms to capture client details.		No information available
Integration with CRM Directly syncs leads and activities to CRM systems.		Direct sync and CRM integrations are called out in the primary product summary.
Automated Lead Assignment Automatically assigns leads to relevant team members.		No information available
Contact Import/Export Seamlessly import and export contacts between systems.		No information available
Activity Tracking Monitors lead engagement and records activities.		No information available
Chatbot Integration Supports automated chatbots on social platforms for lead engagement.		No information available
Lead Scoring Ranks leads by engagement, suitability, or value.		No information available
Follow-Up Reminders Automated notifications for timely outreach.		No information available
Custom Lead Segmentation Segment leads into different lists based on criteria.		No information available

Team Collaboration Tools Shared workspaces, comments, mentions, and real-time editing capabilities.		Collaboration/workspace tools are noted, with options for comments, draft review, and content approval.
User Roles and Permissions Set distinct roles and access rights per user.		Specifically supports differentiated user roles (advisor, compliance, supervisor, admin).
Approval Workflow Customization Customize and automate multi-step approval processes.		Approval flows are customizable, supporting enterprises with varying review processes.
Task Assignment Assign tasks and responsibilities to team members.		Supervision and workflow delegation requires robust task assignment.
Activity Logs Track all user actions for transparency and accountability.		Legal and workflow regulations require detailed activity logs and are called out as supported.
Number of Supported Users Maximum users/accounts who can access the system simultaneously.		No information available
Notification and Alerts Configurable notifications for events, tasks, and approvals.		Email/app notifications are standard for compliance, approvals, and reminders.
Internal Messaging Messaging system for communication between platform users.		No information available
Client Access Portal Ability to grant view or comment access to clients or advisors.		Some modules allow firms to grant clients/advisors view-only or comment access for transparency.
Training & Onboarding Modules Guided learning and onboarding resources for users.		Training and onboarding modules are part of client rollout as described in vendor implementation programs.

Centralized Inbox Manage all messages, comments, and replies in one location.		Centralized inbox for social message management is showcased in the product UI.
Automated Responses Set up auto-replies to common queries.		Autoresponder functionality is available for client engagement.
Customizable Response Templates Flexible message templates for quick engagement.		No information available
Tagging and Categorization Organize conversations with tags or categories.		Categorization/tagging of messages and clients is included to streamline supervision and outreach.
Conversation Assignment Assign mentions or messages to specific team members.		Assignment of conversations/messages to team members is available for coordinated response.
Unify Paid and Organic Interactions Monitor and reply to engagement from both paid ads and organic posts.		Consolidated view for responding to both paid and organic engagement is part of social compliance workflows.
Response Analytics Metrics on average response time and engagement quality.		Response analytics and SLAs are referenced as part of compliance and customer engagement suite.
Snooze/Follow-up Option to snooze interactions for later follow-up.		No information available
Language Translation Translate incoming or outgoing messages within the platform.		No information available

Ad Publishing Create and publish ads directly to supported platforms from within the tool.		No information available
Budget Tracking Monitor spending and pacing across multiple campaigns.		No information available
A/B Testing for Ads Test variations of ad creative and messaging.		No information available
Automated Bidding Utilize automated bid strategies to optimize ad spend.		No information available
Audience Targeting Enables granular targeting based on demographics, interests, and behaviors.		No information available
Retargeting Tools Create audiences for remarketing campaigns.		No information available
Ad Creative Library Store and manage creative assets for advertising.		Stores creative assets for social publishing— a fundamental feature of the product.
Ad Performance Analytics In-depth reporting on impressions, clicks, conversions, and ROI.		Analytics on ad/social performance are provided in reports per platform overview.
Scheduling and Automation Automate ad start/stop times and optimization triggers.		Scheduled publishing and automation triggers are core to the offering.
Ad Spend Limit Controls Ability to set and enforce maximum spend limits per campaign.		No information available

User Interface Quality Intuitive, user-friendly dashboard and navigation.		Hearsay Social is known for its user-friendly dashboard, referenced in many client reviews.
Help Center/Documentation Comprehensive support guides, documentation, and FAQ resources.		Help center and FAQ/documentation support are part of onboarding and compliance training.
Live Chat/Support Availability Access to real-time support or live chat assistance.		No information available
Mobile Access Full-featured mobile app or responsive design for access on any device.		Product provides full mobile app access, as per vendor documentation.
Accessibility Features Support for accessibility standards (e.g., screen readers).		No information available
Customizable Dashboard Personalize the layout and widgets on the homepage.		No information available
Multi-Language Interface User interface available in multiple languages.		No information available
Onboarding Tutorials Step-by-step onboarding for new users.		Step-by-step onboarding for both advisors and compliance teams is described in the vendor’s implementation process.
Knowledge Base Search Searchable help resource for problem-solving.		Knowledge base is searchable via online support/resources page.
Client/Partner Training Webinars Regular live or recorded training webinars.		No information available

Custom Branding Apply white-label branding or custom interface designs.		No information available
Custom Workflows Design and implement unique workflows to match business processes.		No information available
API Access for Extensions Open APIs for additional customization and feature extensions.		No information available
Add-On Marketplace Support for third-party add-ons or plugins.		No information available
Multi-Account Management Manage multiple business accounts or brands from a single admin dashboard.		System is specifically designed for advisors to manage multiple accounts and brands.
Plan Upgrade Flexibility Easily scale subscription or service levels as the business grows.		Platform scales for enterprises and financial institutions. Plan upgrades are supported.
Custom Fields and Tagging Allows configuration of custom fields and tags.		Tagging and custom fields for records and posts are offered.
Maximum Account Capacity Total number of managed social media accounts supported.		No information available
Resource Allocation Controls Set limits for users, storage, bandwidth, or campaign capacity.		No information available
Notifications Customization Configure notification triggers and frequency.		No information available

Free Trial Availability Option to test the tool before committing to a paid plan.		Free trial or pilot is referenced in sales cycle and onboarding process.
Transparent Pricing Clear, publicly posted pricing with no hidden fees.		Pricing details and compliance are public for regulated buyer confidence.
Subscription Flexibility Supports monthly, annual, or bespoke plans.		Supports both monthly and annual plans, as well as bespoke pricing for large institutions.
Nonprofit/Advisor Discount Discounted rates for financial advisors or nonprofits.		No information available
SLAs & Uptime Guarantees Service Level Agreements ensuring specific system uptime.		Enterprise SLAs and uptime guarantees provided as standard in vendor documentation.
24/7 Support Availability Round-the-clock technical and customer support.		Global service includes 24/7 customer support.
Dedicated Account Management Dedicated customer success/contact for enterprise accounts.		Dedicated account management is standard for enterprise clients.
Incident Resolution Time Speed of resolving critical incidents.		No information available
In-Product Support Chat Built-in live chat support from within the application.		In-application support chat is available to users, matching industry standards.
Knowledge Base Depth Comprehensive support database and troubleshooting documentation.		Provided through the searchable online help portal and documentation center.

Hearsay Social from Hearsay Systems

Product analysis by function

Social Media Management Tools for Business Development and Marketing

Account Integration (6 Yes /6 Known /10 Possible features)

Content Creation & Scheduling (7 Yes /7 Known /12 Possible features)

Compliance & Security (6 Yes /6 Known /11 Possible features)

Analytics & Reporting (4 Yes /4 Known /11 Possible features)

Lead Generation & CRM (2 Yes /2 Known /10 Possible features)

Collaboration & User Management (8 Yes /8 Known /10 Possible features)

Customer Engagement (6 Yes /6 Known /9 Possible features)

Advertising & Campaign Management (3 Yes /3 Known /10 Possible features)

Usability & Accessibility (5 Yes /5 Known /10 Possible features)

Customization & Scalability (3 Yes /3 Known /10 Possible features)

Pricing & Support (8 Yes /8 Known /10 Possible features)