Client engagement and workflow management are top of mind for advisors. After all, time is money, and efficiency is key. Recently, Hubly and PreciseFP hosted a webinar showcasing how their platforms can add value to firm operations.
If you missed it, don’t worry. We’ve rounded up the key takeaways you can apply to your workflow today:
5 Things to Know About PreciseFP
Richard Thoeny, EVP of Product and Strategy at PreciseFP, kicked off the webinar and explained how PreciseFP enhances client engagement and data management. Here’s what you need to know about this intuitive platform:
Client Data Gathering Made Simple
Securely reach out to clients, collect critical information or documents, and share branded, customized forms and digital fact-finders. This platform removes the inefficiencies of outdated methods like PDFs or handwritten forms.
Data Flow to CRMs and Other Tools
Once client data is gathered, PreciseFP works with tools like CRMs, financial planning software, and more. The bidirectional syncing element ensures your data is always accurate and actionable.
Prebuilt and Customizable Templates
Choose from a robust library of predesigned templates, optimized for CRMs like Redtail and financial tools like eMoney. These can be fully customized, giving your client base a more personal experience.
Automated Workflows
PreciseFP doesn’t stop at engagement. Built-in automation tools allow users to initiate workflows like client reviews, document gathering, or even service agreements. It’s a system that’s always working in the background to help you save time.
Risk Tolerance and Built-In Digital Signatures
PreciseFP brings clarity and compliance to your firm’s operations, without the added cost of third-party tools like DocuSign. This all-in-one software empowers advisors with both flexibility and control. The client gets the best experience, and data integrity is baked in.
5 Things to Know About Hubly
Next, a member of Hubly’s team made the case for how they simplify workflow management and prevent tasks from falling through the cracks. Louis Retief, Hubly’s CEO and founder, outlined the platform’s capabilities and its ability to align with firms’ day-to-day operations.
Key elements of Hubly include:
Active Workflows Dashboard
Say goodbye to the days of missed updates or time sucks. Hubly provides a dashboard to track all active workflows, so you know which items require immediate attention.
Customizable Automations
Hubly’s no-code automation builder allows advisors to set conditions, triggers, and actions without technical headaches. For instance, you can tackle a common task like updating client beneficiaries with just a few clicks.
Insights and Reporting Tools
Hubly’s interactive dashboards provide actionable insights into process bottlenecks and client engagement patterns. This way, you can identify recurring issues, prioritize tasks, and even make informed decisions about client retention strategies.
One-Off Tasks to Full Workflows
Often, what starts as a single task evolves into a full-blown workflow. Hubly puts you in the driver’s seat to identify repetitive, manual tasks and build out workflows to avoid inefficiencies.
Seamless Integration
Convenience is king today. With this in mind, Hubly integrates with PreciseFP via Zapier. Using automated “zaps,” clients can connect key data points, like sending PreciseFP forms automatically when a workflow is completed in Hubly.
Hubly + PreciseFP
Hubly and PreciseFP are more than the sum of their parts. Here’s why:
Streamlined Operations
By automating manual tasks and eliminating inefficiencies, both platforms save valuable time. This newfound efficiency helps advisors focus on areas like client engagement.
Enhanced Client Experience
Personalized and secure communications help you communicate that you value clients. In turn, they’re more likely to trust your process. Both platforms can help you put your best foot forward, delivering a professional, cohesive, and branded experience.
Scalability and Growth
Whether you’re looking to onboard a handful of new clients or scale rapidly, Hubly and PreciseFP provide the tools and integrations to do that smartly.
Support and Accessibility
Both platforms offer unparalleled support. From live chat to free coaching sessions, you can maximize your investment.
Speaking of investment, now’s the time to transform your firm into a client-first, efficiency-driven operation with PreciseFP and Hubly. Here’s to better workflows, deeper connections, and sustainable growth! Start your free trial today.
