How Does Hubly Improve Your Client Review Meetings?

September 28, 2022

Talk to a Workflow Expert

As you grow your advisory firm you will soon come to realize that you can no longer keep track of which clients need to be scheduled for their next review meeting. Your client notes may be scattered throughout your CRM, spreadsheets, and notepads and you need a better solution.

Hubly provides a single place to track all of your clients and automatically notifies you when it's time to schedule your next client meeting. Additionally, Hubly comes with meeting preparation workflows that efficiently assigns preparation tasks to the accountable team members and tracks client follow-up and action items.

More Videos

Best Practices for Meeting Prep and Follow-ups for Client Check-ins
Automating Your Year End Review Workflows
Prevent Internal Tasks From Falling Through The Cracks

Ready to discover a
better way to work?

Schedule a call with a Hubly expert today
"I can confidently say that things are not slipping through the cracks anymore
-Vincent Renaut, Cambridge Cape Cod AdvisorsNewbridge Wealth Management