Ten Ways Hubly Is Different From Your Financial Services CRM

Hubly isn’t a replacement for Wealthbox or Redtail, instead Hubly works alongside these financial advisory CRMs to help you maximize your efficiency. If you’ve been frustrated by the limitations of your CRM, Hubly is an easy-to-use platform that allows your to deliver a repeatable and consistent client experience without the worry of things slipping through the cracks. Hubly users rave about the beautiful user experience and out-of-the-box workflow templates. Here are ten other ways that Hubly is different from your CRM;

1. Ease of use
2. Effective visualization 
3. Best-practice workflow templates 
4. Human support
5. Employee onboarding and ops
6. Audit readiness
7. Working asynchronously
8. Back office efficiency
9. Advanced automation features based on important dates
10. Automatic task management
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1. Ease of use

One of the most significant advantages of Hubly is its user-friendly interface that puts everything you need to see in a single Hub. Unlike most financial services software, Hubly is easy for people who are not tech-savvy to adopt. And for new users, getting up to speed is quick and painless, which helps ensure adoption across your firm.

2. Effective visualization 

With Hubly, there's no more digging for data. The platform provides a bird’s-eye view of everything going on across your firm, making it easier to see the big picture and identify areas that require attention.

Unlike a financial services CRM, Hubly lets advisors and their teams start their day with clarity. At a glance, anyone can quickly see what they need to do, and what’s coming down the pipeline. Hubly also gives you instant clarity into what other team members are working on, and what’s waiting on client action.

3. Best-practice workflow templates 

Let’s face it, building workflows from scratch sucks. Out of the box, Hubly offers over 60 plug-and-play workflows covering everything you need to run your firm, from client onboarding to money movement back-office operations. And if you need to customize something, adopting the platform to your needs is easy.

4. Human support

If you need help with Hubly, you can rest assured that human support is always standing by to assist you – yes, a real human! Instead of talking in circles with a bot, our team will respond to your question within minutes.

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Additionally, we offer human training to get you up and running as quickly as possible, and ensure that Hubly is utilized across your firm.

5. Employee onboarding and ops

Another unique feature that separates Hubly from your financial services CRM is that it can be used to document employee onboarding and operations — it’s basically a training manual in a box! New hires can get onboarded quickly, existing staff can get a refresher on best practices, and anyone can step in and handle work when a team member is out sick or on vacation.

6. Audit readiness

With Hubly working alongside your CRM, getting ready for an audit is a breeze. In addition to giving you tools and workflows for managing compliance tasks, Hubly actually timestamps when tasks were completed, creating an immutable record of client work — and saving you time, effort, headaches and stress. 

7. Working asynchronously

Most financial services CRMs force you to move sequentially through a workflow, creating bottlenecks in completing client tasks. Hubly on the other hand, allows you to work asynchronously — you can also start another workflow at any time, even if it isn’t related to what you have in progress. 

8. Back office efficiency

Hubly automates many of the tedious tasks involved in running a financial advisory firm, such as assigning next tasks, recording data and sending timely reminders for client work — all things that can’t be done by a CRM alone. As a result, Hubly has been reported to eliminate up to 7 hours of admin work per week — per user! 

9. Advanced automation features based on important dates

With Hubly, you can set up advanced automation features based on important dates, such as a client's birthday or anniversary. In other words, it takes the data in your CRM and turns it into actionable workflows. You never have to worry about missing an important client milestone again. 

10. Automatic Task Management

Hubly acts as the ‘air-traffic controller’ for your firm by automatically assigning tasks. Hubly routes work to the right team member, based on availability or work load. This functionality impacts your firm’s ability to communicate and work collaboratively within teams, freeing up time by automatically delegating tasks and managing workloads while ensuring that nothing slips through the cracks to ultimately allow you to deliver better client service.

Hubly + Your CRM: A Winning Combination

In conclusion, Hubly offers a range of features that set it apart from traditional financial services CRMs. From its user-friendly interface to its advanced automation capabilities, Hubly streamlines back-office work, making it easier for financial advisors to manage their operations effectively. With Hubly, you can focus on what matters most – serving your clients and growing your business.

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