How to Run a More Efficient Firm with Better Data and Automation

Thursday, June 25th
1:00 - 2:00 CST

Join RooksDM and Hubly for a practical webinar on how modern firms are using automation and better data to work smarter — not harder.

The CEO of RooksDM will share what he's seeing firsthand in the field — what's actually working and how firms like yours are putting tools like Microsoft Copilot to real use. We'll take those insights and build them directly into a live workflow conversation, so you leave with ideas you can act on immediately.

What you'll learn:

• What automation really looks like inside advisory firms right now
  
• How leading firms are using Microsoft Copilot and automation tools to cut manual work
  
• Workflow strategies from Hubly you can implement without a tech team
• How to build a data foundation that makes automation actually stick