Hearsay Systems

Client engagement platform for financial services teams.

About

Founded

2009

Headquarters

San Francisco, California

Industry

Fintech

Company Description

Hearsay Systems is reinventing the human-client experience in financial services. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including Allstate, New York Life, Morgan Stanley, and Charles Schwab—rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner.

Quick Links

WebsiteJobs

Funding

Total Raised

$51 million

Valuation

Undisclosed

Significant Investors

Sequoia Capital, New Enterprise Associates, Salesforce Ventures

Company Traction

  • Hearsay Systems has over 200,000 users, including advisors and agents on financial services teams.
  • Hearsay Systems' customers include BlackRock, Charles Schwab, Morgan Stanley, New York Life, Ameritrade, UBS, American Family Insurance, Allianz, Prudential, and RBC.
  • In 2022, Hearsay Systems achieved a 98% customer satisfaction score.

Leadership Team

  • Cerys Davies: Chief People Officer at Hearsay Systems. Former Head of HR at Veeqo.
  • Adam Dyer: CTO at Hearsay Systems. Former VP of Engineering, Genesys Cloud at Genesys.
  • Alex Falls: CPO at Hearsay Systems. Former VP of Product Management at Guidewire Software.