Building Your Tech Stack - Hubly [27:30]

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Trigger a personalized service for each client with Redtail CRM and Hubly


Are you tired of recording “follow up to-dos” across multiple areas and applications? Do you find yourself digging for client information by running time consuming reports? Come learn how to use Hubly to leverage existing data in Redtail CRM to easily and automatically create personalized follow ups for your team. We will share best practices on how to leverage Tag Groups, Birthdays and Notes in Redtail to trigger actions in Hubly.

Hubly revolutionizes practice management for financial advisory firms by bringing efficient processes, easy client tracking, and team collaboration into a single visual workspace. Integrated with your CRM, Hubly lets advisors be better financial educators, project managers, and accountability partners, enabling advisory firms to scale while keeping all of your clients happy.

 

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