Hearsay Introduces Generative AI Solution: Tech Roundup

News April 20, 2023 at 12:03 PM
Share & Print

Hearsay Systems enhanced its content recommendation capabilities for advisors with a solution that combines the powers of generative artificial intelligence with human talent, the company announced Tuesday.

Hearsay partnered with Jasper on a solution that facilitates AI-generated content in a "compliant manner" that is "suited for financial services organizations."

According to Hearsay, "Users will be able to generate relevant, high-quality social media content, as Jasper sparks new ideas for captions, summaries or full-blown articles."

Jasper's AI engine automatically selects the best underlying model for the query from a range of large language models — including OpenAI's GPT-4 — and then enhances it to include optimizations fitting the user's brand voice, Hearsay said.

Users benefit from what Hearsay said are "AI-powered, personalized 'Netflix-style' recommendations" drawn from inputs such as audience engagement, peer success and user interests, which it then uses "to dynamically curate the most impactful content for each user's specific social audience."

Also new is Hearsay Content+, which the company said digital content administrators can use to "design, manage and curate exclusive, compliant third-party content collections within Hearsay Social and Sites, boosting their content strategy while mitigating risk."

Snappy Kraken Teams With Morningstar

The new Snappy Kraken Morningstar Wealth Edition will provide advisors using Snappy Kraken's Original Content + Marketing Automation services with access to timely Morningstar Wealth articles that can be used in client engagement campaigns, Snappy Kraken said Tuesday.

The new edition of Snappy Kraken's platform is available to users of Morningstar Office, a web-based portfolio and practice management platform for independent financial advisors.

The offering gives existing Morningstar Office clients access to a custom version of Snappy Kraken's Original Content + Marketing Automation featuring Morningstar Wealth articles, as well as an integration with the Morningstar Office client contact information.

This latest collaboration follows Snappy Kraken's recent launch of Freedom360, a new packaged offering it said handles "all the vital aspects of an advisor's modern marketing strategy."

Onramp Invest Teams With CoinDesk on Crypto Indexes

Advisors can now access comprehensive crypto indices on the Onramp Marketplace as part of a collaboration with CoinDesk Indices, the CoinDesk subsidiary and turnkey digital asset service, Onramp Invest said in a joint announcement Wednesday.

Through the partnership, Onramp will offer advisors using its Marketplace access to CDI's indexes to help create and customize portfolio models for clients, the firms said.

By partnering with CDI, Onramp can now provide advisors with more options for creating models aligned with their clients' desired exposures.

The indexes available on Onramp's platform include CoinDesk Market Select Index (CMIS), CoinDesk DeFi Select Index (DFX) and CoinDesk Currency Select Index (CCYS).

Broadridge Integrates With Linedata

To better automate the middle and back-office functions around trade matching, Broadridge Financial Solutions on Wednesday announced an expansion of its partnership with Linedata, a provider of asset management and credit technology data and services.

Via the expanded global partnership, Broadridge's NYFIX Matching solution will be integrated directly with Linedata's Order Management System, which is powered by its Asset Management Platform, Broadridge said.

"Post-trade processing is still highly manual and prone to errors," NYFIX general manager George Rosenberger pointed out. But, "with NYFIX, Broadridge is able to provide the buy-side with a streamlined post-trade workflow," he said.

Separately, Broadridge on Tuesday announced the launch of a trading solution that it said enables clients to achieve increased straight-through processing and efficiency, better trading decisions and client insights, improved controls and reduced risk.

The new solution will allow clients of Broadridge Trading and Connectivity Solutions to achieve greater agility and faster time-to-market, improved scalability and reduced fragmentation of interfaces and tech costs, according to the company.

(Image: Shutterstock) 

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Related Stories

Resource Center