Creating Workflows That Work for You with Hubly

Are you in the building or scaling phase and serving 40 or more households?  Are you seeking to elevate your firm through enhanced operational capabilities and processes to create consistent and enhanced client experiences?  Then this webinar is a can't-miss for you!

Join Monique Dutkowsky, VP of XYPN Ops and Louis Retif, CEO & Co-founder of Hubly for actionable insights into advisor workflows, covering these key topics:

• Process vs. Workflow
• Prioritizing Processes
• Building and Testing Workflows
• Avoiding Workflow Pitfalls
• Leveraging Technology: The Hubly Advantage
• Case Study: XYPN Ops and Hubly Partnership

Discover how our partnership provides tailored workflow and process management tools you can use to streamline your Custodial, Back Office Support, Compliance, and Service Model processes.