A Unique Hubly

Hubly    

New York, 美国 中的 软件开发
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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.

常见问题解答

问:
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...
数据来源: BusinessWebsite
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