Hubly

11/08/2023

Hey, we've made some changes! Ready to meet the new Hubly? Here's what you'll find at https://bit.ly/3QQS6tF:

👍 Our new FREE TRIAL lets you get started with Hubly for 30 days — no obligation, no sales call required. Connect your CRM and start exploring our world-class workflow library right away.

👍 Three new pricing packages designed for you. Now, Hubly users can select a package that makes sense for their business, and add on extras as they grow.

👍 Our core product is still the best way for financial advisors to deliver high-touch client service at scale (this'll never change).

Stay tuned because we've got more exciting announcements before the year is out!

11/07/2023

🚨Upcoming webinar alert! 🚨 Thursday, Nov. 16 we're talking AI and automation — and how advisors can leverage these tools to make their busiest season a little easier. Register to secure your spot today! https://bit.ly/3FKKVNc

09/13/2023

Anyone else heading to 2023 next week? Grab your pass and join the Hubly team in Atlanta → https://bit.ly/3Zf3baa”

07/26/2023

At Hubly, we are committed to client security and trust!

We are thrilled to announce that Hubly has successfully achieved SOC2 compliance, with the help of , solidifying our position as a trusted partner for financial advisors.

Check out today's Hubly blog post to learn more!

Hubly is now SOC 2 compliant, reinforcing our commitment to client security and trust!

06/14/2023

JUST LAUNCHED! 🚀
Hubly is proud to unveil Insight Dashboards, a groundbreaking feature for scaling firms that takes our platform to new heights. Now, advisory teams can harness the power of real-time data and in-depth analysis of crucial performance metrics like never before!

Insight Dashboards allows you to:

✅ Track your contact with clients – visually track client meetings for an instant overview of who you've contacted this year, and who you still need to reach out to.

✅ Distribute work evenly – see who is being over- or under-utilized in your firm to improve productivity, manage workloads and make informed hiring decisions

✅ Spot process bottlenecks – identify bottlenecks before they reach your clients, fix inefficient processes, and improve your client service and forecasting.

06/14/2023

📣 Something BIG is coming!
Keep your eyes open 👀 and your inbox refreshed 📩 to make sure that you don't miss out on Hubly's much anticipated product launch. We will be announcing this new feature tomorrow, June 14th

Any guesses as to what it might be? 🤔

12/20/2022

What a year! Read our 2022 wrap up in the blog: https://bit.ly/3PKjGWY

12/16/2022

Your Friday afternoon read in the Hubly blog — think employee onboarding is a ‘one and done’ process? You may be missing out on an opportunity for your team to review, reconnect and break some bad habits. Read the post at https://bit.ly/3HQVIYa:

The last two years have seen significant changes to the global economy and workforce, with the shift to remote and hybrid work among the most notable. What have we learned since 2020?

12/13/2022

Are you missing an opportunity by not reviewing your clients' insurance requirements? Today in the blog, learn how financial advisors can drive value and lead more productive conversations about — you guessed it — insurance!

Your clients' insurance needs are constantly evolving; if a coverage review isn't part of your ongoing conversations, you — and they — could be missing out.

12/08/2022

Tired of the same old, same old?

Thought leader, Bob Veres, created an ALTERNATIVE tech stack that doesn’t include any market share leaders. In fact, he says that in many ways it may be superior to some of the well-known programs you’re currently using.

Bob lists Hubly as the solution for practice management stating that "It keeps track of all the activities that are performed within each workflow, so that advisory firms can retrieve the service history of the tasks, projects and services handled on behalf of clients; and it provides each team member with a daily or weekly list of tasks that need to be performed so that the workflow sequences move forward smoothly."

Read the article for a refreshing take on the traditional advisors tech stack;
https://bit.ly/3iAExzC

12/06/2022

Who knew that skipping a step could help you create a more accurate service record?

When tracking client work, accuracy is always top of mind. But this becomes difficult (and confusing) when a system requires you to check off tasks just to continue moving through a workflow — even if that task didn't apply, and you didn't need to complete it this time.

In our newest Hubly Tips video, see how keeping tasks like these un-checked can help you create a more accurate service record:

Workflows are more than just a time-saver — they’re a record of everything you’ve done for your clients. The problem is that no two clients are the same, and...

11/28/2022

The T3/Insiders Informations Software Survey is now out! Complete the survey to provide your input on your favorite (and not so favorite) software in the financial services space :

Take this survey powered by surveymonkey.com. Create your own surveys for free.