Hubly's AI Hat Trick with Jump, GReminders and Pulse360

January 16, 2026

Talk to a Workflow Expert

AI note-takers have changed how advisors capture conversations, but most firms still struggle with what happens next.In this session, see Jump, GReminders, and Pulse360 working together to show how Hubly’s new API turns meeting insights into real, executed client work. With Hubly as the execution layer, workflows launch automatically the moment a meeting ends.

More Videos

How to Create Raving Fans by Focusing on the Fundamentals
Best Practices for Meeting Prep and Follow-ups for Client Check-ins
The Secret to Scaling a Consistent Client Experience
Why Scaling Your Firm Has More to do with Your Back Office Than you Think
How to Efficiently Get New Hires up to Speed and Productive