Case Study: Raymond James achieves stronger client engagement and business growth with Hearsay Systems

How Raymond James is Leveraging the Power of Social Media

Raymond James’ Private Client Group, led by Tash Elwyn, set out to use social media to differentiate its advisory services, deepen client relationships and drive growth, but faced the typical financial‑services hurdles of regulatory constraints and the need for coordinated marketing support.

They deployed Hearsay Social to let advisors safely listen, publish and engage while maintaining compliance; the firm now measures social impact on both engagement and brand metrics, boosting advisor adoption and demonstrating clear business and brand benefits.

Raymond James

Tash Elwyn

President, Private Client Group