Case Study: Janney achieves a modern, integrated, and compliant digital marketing hub with Hearsay Systems

How Janney Built a Modern, Integrated and Compliant Digital Marketing Hub

Janney, a firm of Financial Advisors with a small centralized marketing team, faced a fragmented desktop of separate tools and the need to scale advisor-client engagement while meeting strict industry regulations. As advisors expanded into social, texting and local websites—texting activity rose 100% after COVID—supervision and compliance became harder to manage across disparate channels.

Working with Hearsay, Janney built a unified digital marketing hub that centralizes social, 1-to-1 texting, client account portals and local websites in one platform. Operational changes—like implied consent for texts (driving 2x adoption), a single supervision console, threaded archiving, and bulk regulatory updates—made compliance scalable, saved 100+ hours monthly, accelerated technology adoption, and strengthened marketing–compliance collaboration while improving advisor‑client engagement.

Janney