This elite gathering included leaders from Edward Jones, Wells Fargo, New York Life, BlackRock, American Family Insurance, and more.
San Francisco, April 24, 2024–(Business Wire)–hearsay system, the trusted global leader in digital customer engagement for the financial services industry, today announced its 12th annual Hearsay Summit, held April 15-17 at Essex House in New York City. Sponsored by LinkedIn, leaders at the intersection of financial services and technology came together to brainstorm, network, and learn. Through two days of motivational keynotes, engaging panel discussions, and interactive breakout sessions, attendees from 60 leading financial companies will explore how their companies are improving their digital engagement, especially in light of compliance challenges and the rise of AI. I discovered new ideas to improve my program.
This year's 30 customer speakers included industry experts and visionaries from Edward Jones, Wells Fargo, American Family Insurance, Ameriprise Financial, BlackRock, Co-Operators, and more.
One of the highlights was a fireside conversation with Clara Shih, co-founder of Hearsay and executive chairman and CEO of AI at Salesforce, and David Chubak, head of wealth management at Edward Jones. This wide-ranging conversation covered AI, leadership principles, and digital and organizational transformation.
“This year's summit was our biggest and best yet. The energy and excitement to improve existing practices and innovate to address new challenges was palpable,” said Hearsay Systems Chief Marketing and said Leslie Leach, Head of Strategy. “Maintaining the pace between evolving regulations, changing customer engagement preferences, and the responsible integration of AI into financial services can be difficult for many organizations. We understand that our industry and its companies work better when we work together to find out, and we're thrilled that Hearsay Summit provides this platform.”
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In addition to the Summit program, Hearsay annually recognizes the achievements of selected companies. The Hearsay Awards program recognizes financial services leaders who use Hearsay to improve the customer experience and deliver exceptional value to their clients. Category winners were chosen by a panel of judges based on the creativity, impact, and business value of their Hearsay use cases.
The 2024 Hearsay Award winners are:
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networking ninja (The Significant Growth of Hearsay Social Network Connections): Michele Weisman, JPMorgan Asset Management
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fast fingers (Fastest response time with Hearsay Relate/Actions): John Heidrich, Allstate
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site superstar (Better Lead Generation with Hearsay Sites): Mike Bruno, Co-Operator
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Outstanding engagement (good hearsay social engagement)
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Dan Hart and Krista Trelotra, National Life Group
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Edie De Phillips, Wells Fargo Home Loan
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About hearsay
Hearsay Systems is a trusted global leader in digital client engagement for financial services, helping more than 260,000 advisors and agents proactively coach and understand the last mile of digital communications in a compliant manner. doing. The world's leading financial companies, including BlackRock, Charles Schwab, and New York Life, rely on Hearsay's compliance-driven platform to extend their reach, optimize distribution agreements, grow their business, and provide superior customer service. I am. Hearsay is headquartered in San Francisco and has a global presence with teams in North America, Europe, and Asia.
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contact address
carmen mantalas
GMK Communications for hearsay system
carmen@gmkcommunications.com
