Save time, save money and win more business
The beating heart of your business is here. We are bringing financial advice into the 21st century with a suite of tools for Independent Financial Advisors to accelerate their business.
Automate processes throughout the customer life cycle and make sure staff are working through compliant processes.
Exceed sales targets every month with intelligent sales automation tools.
Automate the generation of key fact documents, letters of engagement and more.
Generate more leads and work on selling to the most engaged customers.
The ultimate client portal to communicate with clients, verify ID's, pull Bank Statements, Credit reports, AML checks and upload documents - integrating seamlessly with HubSolv.
No more hard copies. Make the most of our eSignature integration to speed up document and approval processes.
Credit reporting built-in for credit searches in seconds, with additional Anti-Money Laundering (AML) reports to help you with KYC and AML compliance.
Connect with customers via our client portal for instant communication – verify ID's, upload relevant documents, pull Credit Reports, Bank Statements, Anti-Money Laundering (AML) reports and DVLA checks.
Guaranteed to improve leads, sales, support and compliance
Average time saved by automation per customer.
40% lead to sales improvement
Customers on average report an improvement of 40% on sales after using HubSolv.
35% increase in revenue
Sales and marketing automation results in drastic increase in revenue.