Hubly is a Barclay’s Techstars backed company who’s business management platform simplifies how financial advisory firms identify, prioritize, and action client opportunities to scale personalized, …
Hubly is a Barclay’s Techstars backed company who’s business management platform simplifies how financial advisory firms identify, prioritize, and action client opportunities to scale personalized, high-touch services at a fraction of the overhead cost. Hubly makes it possible for RIA firms of all sizes to leverage predictive analytics and data visualization to deliver a repeatable, consistent customer experience across all advisors, locations, and teams.
Redtail has been the premier CRM for financial advisors for more than 20 years. How has the app ecosystem changed in that time?
答:
Probably the biggest changes in the app ecosystem over the past two decades center around data accessibility. For context, in 2003, Redtail offered the first cloud-based CRM...