Case Study: Wedbush Securities achieves compliant, streamlined social media engagement for financial advisors with Hearsay Systems

Enhancing the social business experience for financial advisors at Wedbush Securities

Wedbush Securities, a leading U.S. financial services firm with an active social presence since 2012 and recognized among the top 10 most influential brokerages in social media, sought to streamline and scale its firm‑wide social media program. The challenge was enabling financial advisors, analysts, and corporate teams to engage efficiently on social channels while meeting strict compliance requirements and coordinating efforts across marketing, compliance, and the field.

Partnering with Hearsay Social provided a single platform for advisors to publish and schedule content, monitor social signals, and for corporate marketing and compliance to oversee and support engagements. The solution delivered a compliant, more productive user experience that simplifies oversight, empowers colleagues to share a “unique voice,” and supports Wedbush’s goal of expanding its digital footprint.

Wedbush

Natalie Taylor-Grasso

Vice President and Head of Marketing