Case Study: Hearsay achieves higher client engagement and lead conversion with Twilio

How hearsay empowers financial advisors to build authentic relationships with customers

Hearsay helps financial advisors build authentic, compliant client relationships through its financial services engagement platform, but it needed a way to quickly add secure 1-to-1 voice and SMS channels for remote and hybrid advisors. To solve this, Hearsay chose Twilio and used Twilio Programmable Messaging and Programmable Voice to support client communication at scale.

With Twilio, Hearsay enabled more than 200,000 advisors to text and call customers from personal devices while maintaining privacy and compliance, saving enterprises millions in operating costs. The platform also drove measurable gains, including nearly 7x higher client engagement, a 37% increase in lead conversion, and reply times of less than 10 minutes.

Hearsay

Will Warren

Product Marketing Lead