Meet Frustrated Frank
Frank's firm’s client onboarding process is inconsistent,
unorganized and very time consuming.
Frustrated Frank is working hard to grow his business by working late hours trying to onboard new customers.
His firm’s current onboarding process is very time consuming, disorganized, and requires a lot of boring data rekeying.
In addition, every client receives a different onboarding experience depending on the assigned financial advisor on Frank’s team.
Frank wants to spend his afternoons golfing in the sun. He dreams of delivering a consistent onboarding experience across his entire firm to gain trust and demonstrate value to his clients from the start.
Frank wants to visually see where all clients are in the process and have tasks automatically assigned and tracked.
Ultimately, Frank dreams of having a scalable onboarding process that allows his firm to easily onboard several clients simultaneously – while ensuring that nothing is missed.
Quickly see where each client is during the onboarding process and easily see who is accountable for the next steps.
Book a callCreate workflows that automatically assign the next task to the right team member to keep the onboarding process running smoothly.
Book a callFrom the time a prospect schedules a call with you, their information can be automatically pulled into Hubly and synced with your CRM. This integration avoids repetitive data rekeying and ensures their information is always kept up to date.
Book a call
Quickly see where each client is during the onboarding process and easily see who is accountable for the next steps.
Book a callCreate workflows that automatically assign the next task to the right team member to keep the onboarding process running smoothly.
Book a callFrom the time a prospect schedules a call with you, their information can be automatically pulled into Hubly and synced with your CRM. This integration avoids repetitive data rekeying and ensures their information is always kept up to date.
Book a call
Hubly workflows automatically assign the next task to the responsible team member, reducing back and forth communication.
Start off on the right foot with clients using intuitive workflows to ensure a consistent client experience is delivered across your entire firm.
Visual dashboards allow you to see where each client is in the onboarding process, ensuring that client promises are delivered.
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