Fintech Impact

Jason talks to Louis Retief, Co-founder and CEO of Hubly. Hubly is an advisor workflow automation tool that helps take information from CRM’s and create actionable and easy to develop and implement workflows for advisors.Episode Highlights:1.41: New consumer financial products disrupt how people interact with their finances. But what we care about at Hubly is how this product innovation in new consumer products disrupts your professional service workers in financial services to serve their clients, says Louis.9.23: As per Louis, tools providers in the advisory space think about the financial advisor as to the end-user, but advisors don’t use half the tech in their business. 14.44: Louis says that they have been trying to find where there is room for standardization across the advisory industry.15.36: There is a massive bottleneck around the scheduling process of getting clients scheduled in for their review or check-in. The preparation component for those meetings and tracking all the follow-ups and the