A Better Client Experience Starts Here: Go Further Faster With Hubly + PreciseFP

Still wrangling PDFs, email chains, or manual task lists? There’s a smarter way to run your firm.With the right tools, you can collect client data without the back-and-forth, trigger actions automatically, and keep your team moving in sync. This behind-the-scenes look at PreciseFP and Hubly shows how firms are cutting the clutter, reducing errors, and delivering a smoother client experience from day one.

Key Features of PreciseFP

Richard Thoeny, EVP of Product andStrategy at PreciseFP, kicked off the webinar and explained how PreciseFP enhances client engagement and data management. Here’s what you need to know about this intuitive platform:

Client Data Gathering Made Simple: Securely reach out to clients, collect critical information or documents, and share branded, customized forms and digital fact-finders. This platform removes the inefficiencies of outdated methods like PDFs or handwritten forms.

Data Flow to CRMs and Other Tools: Once client data is gathered, PreciseFP works with tools like CRMs, financial planning software, and more. The bidirectional syncing element ensures your data is always accurate and actionable.

Prebuilt and Customizable Templates:Choose from a robust library of predesigned templates, optimized for CRMs like Redtail and financial tools like eMoney. These can be fully customized, giving your client base a more personal experience.

Automated Workflows: PreciseFP doesn’t stop at engagement.Built-in automation tools allow users to initiate workflows like client reviews, document gathering, or even service agreements. It’s a system that’s always working in the background to help you save time.

Risk Tolerance and Built-In Digital Signatures: PreciseFP brings clarity and compliance to your firm’s operations, without the added cost of third-party tools likeDocuSign. This all-in-one software empowers advisors with both flexibility and control. The client gets the best experience, and data integrity is baked in.

Hubly: Workflow Bliss

Next, a member of Hubly’s team made the case for how they simplify workflow management and prevent tasks from falling through the cracks. Louis Retief, Hubly’s CEO and founder, outlined the platform’s capabilities and its ability to align with firms’ day-to-day operations.

Key elements of Hubly include:

Active Workflows Dashboard: Say goodbye to the days of missed updates or time sucks. Hubly provides a dashboard to track all active workflows, so youknow which items require immediate attention.

Customizable Automations: Hubly’s no-code automation builder allows advisors to set conditions, triggers, and actions without technical headaches.For instance, you can tackle a common task like updating client beneficiaries with just a few clicks.

Insights and Reporting Tools: Hubly’s interactive dashboards provide actionable insights into process bottlenecks and client engagement patterns.This way, you can identify recurring issues, prioritize tasks, and even make informed decisions about client retention strategies.

One-OffTasks to Full Workflows: Often, what starts as a single task evolves into a full-blown workflow. Hubly puts you in the driver’s seat to identify repetitive, manual tasks and build out workflows to avoid inefficiencies.

Seamless Integration: Convenience is king today. With this in mind, Hubly integrates with PreciseFP via Zapier. Using automated “zaps,”clients can connect key data points, like sending PreciseFP forms automatically when a workflow is completed in Hubly.

The Magic of Hubly and PreciseFP Together

Hubly and PreciseFP are more than the sum of their parts. Here’s why:

Streamlined Operations: By automating manual tasks and eliminating inefficiencies, both platforms save valuable time. This newfound efficiency helps advisors focus on areas like client engagement.

Enhanced Client Experience: Personalized and secure communications help you communicate that you value clients. In turn, they’re more likely to trust your process. Both platforms can help you put your best foot forward, delivering a professional, cohesive, and branded experience.

Scalability and Growth: Whether you’re looking to onboard a handful of new clients or scale rapidly, Hubly and PreciseFP provide the tools and integrations to do that smartly.

Support and Accessibility: Both platforms offer unparalleled support. From live chat to free coaching sessions, you can maximize your investment.

PreciseFP makes it easier to collect clean and complete client data. Hubly ensures that data turns into timely and consistent action. Together, these tools give back office teams the structure and visibility they need to operate more efficiently. Many firms using both platforms run operations tests to refine their internal workflows, then adjust their client-facing engagements to match. This alignment leads to fewer delays, stronger client experiences, and more confident teams. If you are ready to improve your operations and deliver better service, start your free 30-day trial of Hubly today.