MARKET LIKE IT’S 2017

@CLARASHIH

JUNE 29, 2007

WE’VE WITNESSED THE ULTIMATE MARKETING RENAISSANCE

Source: Internet sales by device, Gartner, IDC, BI Intelligence

Personal computers

Smartphones

Tablets

INTIMATE ON-DEMAND ADULTS KEEP THEIR SMARTPHONE WITHIN ARM’S REACH 100% OF

THE TIME

91%

112% close rate when text messaging used

THE LAST DECADE HAS GIVEN RISE TO A WAVE OF DISRUPTIVE STARTUPS

MANY OF YOUR FIRMS HAVE INVESTED HEAVILY IN MOBILE

BUT YOUR ADVISORS CONTINUETO MARKET IN 2017 LIKE IT’S 2007

Phone Call ($5-13/call)

Direct Mail($1/mailing)

YOUR ADVISORS ARE TRYING TO GET WITH THE TIMES

Over

HALFof advisors admit

to textingfor business

BUT THEY NEED OUR HELP

“Opt-in required”TCPA (USA) / CASL (CAN) /GDPR (EU)

“Records must be retained”SEA 17-a3, 17a-4FINRA 4511

CORPORATE MARKETING

CLOUDADVISORCLOUD

CRM

CLIENT

Social Selling

Advisor Websites

Personal 1-1 Email

Advisor Texting

Local Advertising

Brand Social

Corporate Website

Marketing Automation

Mobile App

Brand Advertising

ADVISOR CLOUD HELPS ADDRESS THE GAP

CONVENIENTFOR CUSTOMERS

EASYFOR ADVISORS

DATA-DRIVENFORBUSINESS

Social Sites

Messages

ADVISOR CLOUD

CONVENIENT

1

WORK WITH,NOT AGAINST,YOUR CUSTOMERS

“Don’t make me pinch and zoom”

“Don’t make me go to my PC”

“Don’t make me login or download anything"

of texts are opened

98%

Texting builds quality, intimate relationships

CUSTOMERS EXPECT INSTANT + MOBILE

average text response time

90 secondsof email opens are

on mobile

70%Up to

Source: eMailmonday– “the Ultimate mobile email stats” (2016) - 70% email stat

SOCIAL SITES EMAIL TEXT

CUSTOMERS EXPECT INSTANT + MOBILE

MULTI-CHANNEL DIGITAL TOUCHES BUILD LOYALTY

*Source: FPA Study, “Communication Evolution: Financial Professionals and the Future of Thought Leadership” 2016; Cultivating the Middle-class Millionaire

Email Relevant Articles

Advisor Website/Blog

Social Media`

In-Person Workshops / Seminars

CLIENT PREFERENCE FOR ENGAGEMENT CHANNEL WITH ADVISOR

Loyal clients have 2+ touches per month on

non-investment matters*

EASY FOR ADVISORS

2

DESIGN FOR HOW ADVISORS WORK

“Don’t make me log in to ten systems”

“Don’t make me do everything manually”

“Don’t make me do it alone”

40%

17%

10%

24%

5% 4%

Advisor Time Allocation

Contact Existing Clients

Prospecting / New Client AcquisitionPortfolio Management

Administrative Tasks

Source: PWC Survey, 2009

MAKE THIS EFFICIENT AND CONVENIENT FOR CLIENT AND ADVISOR

DESIGN FOR HOW ADVISORS WORK

DON’T ADD TO THIS

Build Awareness NurtureProspect Retain & DeepenClose

WE MUST ENABLE ADVISORS TO ENGAGE ACROSS THE FULL FUNNEL

1-TO-MANYSOCIAL PROFILE / WEBSITE /CONTENT POSTING

1-TO-1TEXTPERSONAL EMAILS

SOCIAL SITES 360/MAIL MESSAGES

HEARSAY ENABLES ADVISORS TO MARKET AND SELL LIKE IT’S 2017

One place to go

100% mobile-optimized

Built for collaboration

Compliance included

HEARSAY SOCIAL™ 2017

Best-in-Class Advisor/Agent Social App

FB Video, FB Ads, Auto Campaigns

Social Signals, now with Twitter

LinkedIn / Facebook Messenger*

COMING SOON

NEW

NEW

SOCIAL

DRIP CONTENT WITH AUTOMATED CONTENT CAMPAIGNS

“Don’t make me do everything manually”

SOCIAL

FINRA / TCPA / CASL Attestation Flow

Scheduling & Reminders

MMS Support for Photos

Web Team Texting Console

HEARSAY MESSAGES™

NEW

NEW

MESSAGES

WEB TEAM TEXTING CONSOLE

Unified Publishing + Profiles

Built-In SEO

Mass Localization

Advisor Locator / Agent Locator

HEARSAY SITES™

NEW

NEW

SITES

Personal + Personalized for Every Client

Integrated Content Library

Smart Action List

Drip Campaigns *Based on holdings, hobbies, interests, personality, etc.

Coordinated with Corporate

HEARSAY 360™

VS

NEW

360/MAIL

COMING SOON: HEARSAY ADVISOR-CENTRIC UX

DATA-DRIVEN

3

SMART AI FOR ADVISORS:HEARSAY ACTION LIST

Built-in practice management

Suggested client actions and follow-ups

CRM integration

SMART AI FOR COMPLIANCE + SUPERVISION

Intelligent Alerts

Compliance Risk Meter

Auto-remediation

Tablet-optimized experience

SMART AI FOR BETTER CLIENT EXPERIENCE

LIFE EVENTGot engaged

PREFERRED CHANNEL

Text

INTERESTS / LIKESTEACH MEMARKETS & ECONOMYRELEVANT TO MY LIFE STAGEPHILANTHROPYRETIREMENTTAXES

ALERT MEMARKET CHANGEEVENTSINTERESTING OPPORTUNITYBILLING AND PAYMENTS

ADVISE MEAGING PARENTS

SAVING FOR COLLEGESELLING MY BUSINESS

ANNUAL REVIEWGET ME TO ACT

PERSONALLY CONNECTINTERESTS & HOBBIES

BIRTHDAYS ANNIVERSARIES

CONGRATS

ADVISOR CLOUD

LOYALTYfromconvenience

ADOPTIONbecauseit’s easy

ACTIONABLEINSIGHTSdelivered

2017

2007

2007

2017

MARKET LIKE IT’S 2017

SELL LIKE IT’S 2017

COMPLY LIKE IT’S 2017

THANK YOU