Case Study: HD Vest achieves rapid, compliant social adoption and onboards 650 advisors with Hearsay Systems

HD Vest - Customer Case Study

HD Vest Financial Services, a leading financial planning firm with an independent network of over 4,600 registered reps—many of them tax professionals and accountants—faced falling behind competitors in offering a complete, compliant social media solution. They needed a platform that met strict regulatory requirements, delivered a seamless user experience, improved integration over their previous provider, and drove advisor adoption and measurable ROI after a stalled pilot involving about 50 advisors.

HD Vest partnered with Hearsay Social to migrate users from the prior provider, implement compliance tools, and deliver a more intuitive experience; the rollout successfully onboarded 650 independent advisors. Advisors and the home office gained practical social tools and insights, a validated ROI via Hearsay’s Social Business Maturity Model, and strategic support that helped HD Vest quickly catch up with industry peers and adopt the platform at the corporate level.

HD Vest

Ruth Papazian

Chief Marketing Officer, HD Vest