Meet Frustrated Frank

Frank loves golf but is too
busy with
client onboarding

Frank's firm’s client onboarding process is inconsistent,
unorganized and very time consuming
.

Frank's Client Onboarding Challenges

Man working late at laptop

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's Dream

Man golfing and happy

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.

Man golfing on sunny day

Frank discovered Hubly and
suddenly his workday changed

Ready to discover a
better way to work?

Schedule a call with a Hubly expert
"Our workflows are more efficient because of Hubly, and dare I say fun!"

πŸ–₯️ Visual Dashboards of Client Onboarding Progress

Quickly see where each client is during the onboarding process and easily see who is accountable for the next steps.

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πŸ‘©β€πŸ’» Automatic Task Delegation for Seamless Client Onboarding

Create workflows that automatically assign the next task to the right team member to keep the onboarding process running smoothly.

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πŸ•‘ CRM Integrations and Automations to Save You Time

From 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.

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Hubly visual dashboard on computer
Hubly Client Card with Automatic Task Assignment
Hubly client notes syncing with Redtail CRM

Visual Dashboards of Client Onboarding Progress

Hubly onboarding process view

Quickly see where each client is during the onboarding process and easily see who is accountable for the next steps.

Book a call

Automatic Task Delegation for Seamless Client Onboarding

Hubly client card with task delegation

Create workflows that automatically assign the next task to the right team member to keep the onboarding process running smoothly.

Book a call

CRM Integrations and Automations to Save You Time

From 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
James Phillips, Phillips FInancial Planning
β€œAlmost overnight, I went from being able to open four accounts a week to being able to open 40-50”
- James Phillips, Phillips Financial Planning

Client Onboarding Results from Using Hubly

Increased
Onboarding Capacity

Hubly workflows automatically assign the next task to the responsible team member, reducing back and forth communication.

Enhanced
Client Experience

Start off on the right foot with clients using intuitive workflows to ensure a consistent client experience is delivered across your entire firm.

No Clients Falling Through
The Cracks

Visual dashboards allow you to see where each client is in the onboarding process, ensuring that client promises are delivered.

Hear how Nick Nauta uses Hubly to
streamline his firm's onboarding process

Man watching a movie eating popcorn

Ready to discover a
better way to work?

Schedule a call with a Hubly expert
"I can confidently say that things are not falling through the cracks anymore.