The San Francisco-based wealthtech firm that crafts client engagement software this week announced the launch of Content+, a tool that lets advisors to design, manage and curate compliant third-party content collections within Hearsay Social and Sites.
The tool relies on artificial intelligence to enable program administrators and marketers to tailor content to the specific needs of an organization. Administrators determine their content approach and define topics and parameters important to their business, including hierarchies, geographies, customizable compliance rules and more. All content collections are exclusive, and users are free to create as many collections as they choose.
Along with launching Content+, Hearsay has improved its content recommendation offerings for advisors. Users can now use AI-powered, personalized "Netflix-style" recommendations that learn from inputs such as audience engagement, peer success and user interests to curate the most impactful content for each user's specific social audience.
Hearsay says firms benefit from embedded supervision capabilities that align content with an organization's risk tolerance.,All content is screened according to a firm's lexicon before automatically entering compliance workflows.
"Tailored, relevant and timely content is the lifeblood of a social marketing program, but it's not always easy to do well at scale or in full compliance," Mike Boese, the CEO of Hearsay Systems said in a statement. "We're excited to make AI technologies accessible at both the advisor and firm level by leveraging the best machine learning models and most comprehensive training datasets."
According to the company, Hearsay Systems serves more than 200,000 advisors and works with firms like BlackRock, Charles Schwab, Morgan Stanley and New York Life.
Hearsay also has AI aspirations beyond rolling out Content+. The firm recently partnered with
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 that fit the user's brand voice.
Jasper CEO Dave Rogenmoser said his team is eager to see what kind of impact generative AI capabilities have within regulated financial services markets.
"Like Hearsay, Jasper understands that different industries have unique needs when it comes to their use of AI," he said. "Jasper helps users access and enhance the best models for each use case to help teams easily create exceptional content that's consistent with their brand. We're thrilled to collaborate with Hearsay to deliver this value to the financial services industry."
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