Advisor Websites

Hearsay Site (Hearsay Social), 2015


In July 2014, Hearsay social embarked on the creation of a new product to help agents have a more robust web presence that is both customizable and integrates with the compliance workflow.


Working with a small team of engineers, we brainstormed, designed, and built a platform to serve individual finance service agent websites that have both customized content and compliance-reviewed content. My work included on this engine included the following:

All of these pieces were used by the engineering team to inform all our work from the scheme of the database to the technology used to power the solution.


We developed a customized solution that is unlike anything else in the marketplace. Within nine months, our six-person team was able to build a demo for sales and bring signed contracts home worth several million in revenue. Sites is the cornerstone of the predictive suite currently in development at Hearsay Social.