at Financial Technnology Year
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Yext Social
from Hearsay Systems
Compliant social media management for financial advisors, pre-approved content library, automated compliance workflows, supervision capabilities, relationship-building tools, and integration with CRM and archiving solutions.
Category:
Advisor Supervision Systems
Solutions for supervising advisor activities, reviewing client communications, monitoring outside business activities, and ensuring adherence to firm policies and regulatory requirements.
Yext Social
Category:
Social Media Management Tools
Compliance-oriented platforms that facilitate advisor engagement on social media with content pre-approval workflows, archiving capabilities, and analytics to measure engagement.
Yext Social
Publicly available data, summarised using AI.
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