Wealthbox CRM
& Hubly Integration
Hubly is the modern workflow management system that provides visibility across your financial advisory firm so that you can sleep at night know knowing nothing will slip through the cracks.
Hubly's integration with Wealthbox's allows you to take your workflows and client service to new levels. This seamless integration allows you to pull all of your Wealthbox contacts into Hubly, into one visual Hub, ensuring that your client data is always up-to-date and removes the need to rekey client information across both systems.
Nothing slips through the cracks thanks to Wealthbox and Hubly's Integration
Eliminate unnecessary work such as rekeying client meeting dates, address changes, birthdays, phone numbers, completed workflows, and meeting notes.
Utilize your client information from Wealthbox by turning it into actionable opportunities in Hubly to provide a proactive, five-star client experience.
Hubly uses your client data from Wealthbox to streamline how your clients move through workflows and processes.
Client data immediately syncs back and forth between Hubly and Wealthbox to ensure nothing slips through the cracks.
Wealthbox Integration FAQ
How are Hubly workflows different than Wealthbox CRM workflows?
Wealthbox takes a more structured approach to Workflow management, while Hubly is built to be flexible and customizable — allowing you to make changes to Workflows on the fly for individual clients needs. This is helpful for many Workflows detailing key financial planning and advice processes, where every client's needs are different.
Hubly allows you to easily record these changes by customizing a workflow’s steps, as well as the order in which these steps need to be completed. Hubly also presents an overview of all of your ongoing work in progress, without needing to print out reports.
Can our Wealthbox CRM workflows be adapted to work in Hubly?
Yes, you can choose to use your existing workflows as a starting point. When you begin with Hubly, our team works with you to identify which of the workflows that you already have in Wealthbox would make sense to migrate into Hubly. Our team then reviews these workflows for you and refines them with known best practices, while migrating them into Hubly. Additionally, we provide over 60+ best practice workflows so you don't need to build any workflows from scratch.
Will Hubly allow us to keep building upon our client records built in Wealthbox CRM, or do we need to start from scratch?
We take what you already have in Wealthbox and build upon it to make it work for you in Hubly. We also have a function that allows you to instantly sync your client updates and work completed in Hubly, back to Wealthbox CRM. Once firms start using Hubly, they often find that they spend the majority of their time working in Hubly, because it's very easy-to-use and allows you to organize your workday, and they use Wealthbox as their client data base.
Do tasks in Hubly workflows need to be completed in order?
You do not need to check off a task in any particular order to move forward in a workflow, you can skip tasks and even rearrange them as needed. This ensures that you only mark completed the work that you actually do, helping your workflows become a compliant service record for every client.
In addition, this adds additional flexibility to your workflows, allowing you to easily add one-off tasks for clients.
Related Resources
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