Hearsay Introduces Generative AI Solution: Tech Roundup

What You Need to Know

Hearsay Systems enhanced its content recommendation capabilities for advisors with a solution that combines the powers of generative AI and human talent.
The new Snappy Kraken Morningstar Wealth Edition will provide advisors using Snappy Kraken’s Original Content + Marketing Automation services with access to timely Morningstar Wealth articles that can be leveraged in client engagement campaigns.
Advisors can now access comprehensive crypto indices on the Onramp Marketplace as part of a collaboration with CoinDesk Indices.

Hearsay Systems enhanced its content recommendation capabilities for advisors with a solution that combines the powers of generative artificial intelligence with human talent, the company announced Tuesday.

Hearsay partnered with Jasper on a solution that facilitates AI-generated content in a “compliant manner” that is “suited for financial services organizations.”

According to Hearsay, “Users will be able to generate relevant, high-quality social media content, as Jasper sparks new ideas for captions, summaries or full-blown articles.”

Jasper’s AI engine automatically selects the best underlying model for the query from a range of large language models — including OpenAI’s GPT-4 — and then enhances it to include optimizations fitting the user’s brand voice, Hearsay said.

Users benefit from what Hearsay said are “AI-powered, personalized ‘Netflix-style’ recommendations” drawn from inputs such as audience engagement, peer success and user interests, which it then uses “to dynamically curate the most impactful content for each user’s specific social audience.”

Also new is Hearsay Content+, which the company said digital content administrators can use to “design, manage and curate exclusive, compliant third-party content collections within Hearsay Social and Sites, boosting their content strategy while mitigating risk.”

Snappy Kraken Teams With Morningstar

The new Snappy Kraken Morningstar Wealth Edition will provide advisors using Snappy Kraken’s Original Content + Marketing Automation services with access to timely Morningstar Wealth articles that can be leveraged in client engagement campaigns, Snappy Kraken said Tuesday.

The new edition of Snappy Kraken’s platform is available to users of Morningstar Office, a web-based portfolio and practice management platform for independent financial advisors.

The offering gives existing Morningstar Office clients access to a custom version of Snappy Kraken’s Original Content + Marketing Automation featuring Morningstar Wealth articles, as well as an integration with the Morningstar Office client contact information.

That will “significantly expand the digital marketing resources at advisors’ fingertips,” Snappy Kraken said.

The “deeper bench of content will enhance advisors’ ability to deliver a differentiated client experience and attract prospects,” the company said.

This latest collaboration follows Snappy Kraken’s recent launch of Freedom360, a new packaged offering it said handles “all the vital aspects of an advisor’s modern marketing strategy.”