Beyond the Whiteboard: How Cahaba Wealth Uses Hubly for Multi-Office Efficiency and Growth
“There’s so much we do as a comprehensive planning firm. We needed something to help us keep track. Hubly was the answer to our workflow management issues.”
Cahaba Wealth Management is a comprehensive financial planning firm with offices in Atlanta, Birmingham and Nashville. It’s an ambitious organization with humble roots — since its founding, in 2009, the company has grown from a solo shop to a team of 16.
Managing that growth across multiple offices across the country requires keeping people coordinated and communicating effectively. That’s where Hubly comes in. In this two-part case study, we speak to three Cahaba employees — Chris Conkell, a partner and advisor at Cahaba’s Atlanta office, associate advisor Josh Hegland, and Jacquie Webster, associate advisor and Nashville team lead — about the role Hubly has played in helping the firm grow, and where they’re going with it next.
Download the case study to see how Cahaba Wealth used Hubly to save 4-5 admin hours/user per week.
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AI in Financial Planning
A brief description of the content, try to keep it no longer than one or two sentences.
AI in Financial Planning
A brief description of the content, try to keep it no longer than one or two sentences.
AI in Financial Planning
A brief description of the content, try to keep it no longer than one or two sentences.
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