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Redtail Technology > News > Integrations > Building Your Tech Stack webinar with Hubly on April 5!

Building Your Tech Stack webinar with Hubly on April 5!

Category: Integrations
Blog Feature Graphic_Building Your Tech Stack

Building Your Tech Stack webinar - Hubly

ABOUT this webinar
Topic: Building Your Tech Stack – Hubly 
Description: Leveraging your Redtail CRM data to trigger a personalized service for each client w/ 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.

Register now for this webinar on April 5 at 10:00 am Pacific.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.