Hearsay Systems Launches New Compliance Consulting Arm

The services, which are customizable, include:

• Discovery and Risk Assessment: A well-defined lexicon enables compliance program administrators to efficiently and effectively oversee advisor content.
• Compliance and Supervision Training: To help Hearsay Compliance Administrators increase their value, Hearsay Compliance Advisory Services has created its own certification program in compliance administration. This offering shows exactly how Hearsay Compliance for the Hearsay platform can be used to support digital marketing programs through the full client-advisor/agent life cycle.
• Compliance Analytics and Reporting: To help advisors engage with their clients seamlessly, Hearsay partners with teams to analyze their compliance policies and supervision processes to minimize the firm's risk while ensuring an efficient client engagement experience for advisors.
• Compliance Resource and Technology Optimization: As organizations evolve and policies and procedures shift, Hearsay configurations may also need to change. As such Hearsay partners with teams to reconfigure their supervision dashboard, ensuring that the review process meets the needs of the program. Hearsay can also update fields on advisors' social media profiles to ensure they are in compliance.

"Hearsay has been at the forefront of compliance in the digital era," added Robert Bartolomeo, vice president of professional services and customer success. "Our new Compliance Advisory Services practice takes this up a level to ensure customization, meet organizations where they are, and help them get to where they need to be."