Hearsay Relate
Hearsay Relate unlocks enterprise-grade, compliant 1:1 engagement.
Omnichannel MessagingMessaging AutomationCRM AutomationContact Management
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Features
Engage clients on preferred channels like SMS, WhatsApp, and voice
Automate reminders, follow-ups, and outreach workflows
Integrate seamlessly with CRM systems for contact capture and activity sync
Monitor advisor activity and response rates with performance dashboards
Identify and address potential compliance violations with automated keyword monitoring
Manage text, voice, and WhatsApp conversations from a single platform
Use AI-powered replies to save time and improve engagement
Streamline supervision with tools like pre-approvals and TCPA support
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