Hearsay Relate
Grow your business with compliant texting, secure calling, and results analysis.
About Hearsay Relate
IMPORTANT NOTE: Requires a Hearsay Systems account provided by your organization. Learn more at hearsaysystems.com.
Get Hearsay Relate, a mobile application that enables financial services professionals to move business forward. Leverage compliant texting and seamless voice calling to connect with your entire book of business. Stay productive with calendar integration to set appointments, and schedule reminder messages for upcoming meetings, birthday greetings, and more.
Features
- Compliantly send and receive texts with clients within company policy and industry regulations.
- High fidelity voice calling
- Integration with Contacts, Calendar, and CRM to increase productivity.
- Schedule reminder messages about meetings and account activity.
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Frequently Asked Questions (FAQ)
What is Hearsay Relate?
How can Hearsay Relate help financial services professionals?
