Client engagement platform for financial services
The Hearsay Client Engagement Platform
Hearsay is reinventing the human-client experience in wealth management, banking, asset management, property and casualty, and life insurance. The Hearsay Client Engagement Platform allows advisors to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications to deliver the human client experience at scale.
Be the critical engagement system that sales professionals in financial services rely on to attract prospects, retain customers and grow their business.
What would I miss if I left?
Definitely the team. I’ve never worked with such a professional, enthusiastic and helpful group of people before.
What makes our product special
Hearsay was founded by Clara Shih and Steve Garrity
Launched Hearsay Social
Series A - Sequoia Capital invested in Hearsay
Launched Hearsay Sites
Opened our office in Budapest
Launched Hearsay Relate
Deepened ties with Salesforce, and Mike Boese took over the CEO role
How can the employees affect the company’s life?
We give engineers the power to make their call about when to push a fix,deploy a feature or refactor.Our engineers value the autonomy to ship a feature or bug fix quickly to solve customer pain points
Trainings and workshops
We have in-house trainings and workshops, as we like knowledge sharing. We also have access to an online training hub. In case you need external knowledge, your manager will find the way!
- Mac or PC
- Macs for everyone!
- Bike, public transport or car?
- Bike parking, good public transportation nearby.
- Beer, wine or shot?
- In this order, please.
Why we love our office
The location is amazing, surrounded by lots of restaurants and bars with options to grab food, beer or even ice cream outside. It's easy to get there by public transportation, but we also have bike parking spaces. The office is very spacious with comfortable couches, a long dining table where we love chatting, and a fully-equipped kitchen where we visit the snack and drink storage pretty often.
Personal qualities we appreciate
- GSD: Getting Stuff Done - we value getting the right stuff done at the right quality level.
- Kaizen: Kaizen is Japanese for continuous self-improvement.
- Customer focus: Our customers truly come first.
Tech stack and tools we use
Our Back-end is Python, Django and we have some services in Kotlin, our Front-end is React + Redux mainly. The whole system runs on AWS (Lambda, DynamoDB, EC2, ECS, SQS, SNS). We work in SCRUM teams, the backlog is in Jira, the documents are mainly in Confluence. For data warehouses we use Snowflake, and Looker for reports and dashboards. We have lots of senior developers in our teams.
How we work during COVID
When the pandemic hit the world, we changed to a full-remote work environment and we'll stay like this until it's safe to return to the office again. We'll return in hybrid model which means working from the office but also working from home a couple of days a week. Until then, besides work we're having a lot of online gatherings like zoom coffee calls, game nights, and trivia events.