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How To Video: Use Forms & Conditional Logic - 3 Powerful Use Cases
How To Video: Use Forms & Conditional Logic - 3 Powerful Use Cases

Harness the power of this new feature to super charge your new client onboarding, account transfers, and financial planning processes

Louis Retief avatar
Written by Louis Retief
Updated over a week ago

Forms & Conditional Logic within Workflows are built to standardize client service records and data across your firm, and this feature really shines is the following 3 use cases:

  • New Client Onboarding

  • Accounts & Money Movement

  • Financial Planning

New Client Onboarding

Let's say a prospect has been referred to your firm, and you just had your intro call with them. After that call it's time to determine if they are qualified to work with you or not:

Using Forms, you can set up your Workflow to make the next steps of prospect qualification a breeze. Simply create a task with a form that documents details from the meeting, such as notes, and age of the client. In the Client Card, that may look like this:

You can then follow this up by a "Is the prospect qualified?" task, which, using a "When" condition, could include the relevant tasks for a qualified prospect vs one that is not:

Now, your qualified email template is queued up in the Workflow, as well as relevant details to send the prospect (such as RMD documents because you indicated their age was 73).

Doing the above, you'll be sure to take your prospects through a more data driven, customized prospect experience.

Accounts & Money Movement

We know that different account types, as well as different custodians, have much different requirements and processes for transferring assets.

Using Forms, you can easily indicate the characteristics of a client's account transfer. And using "When" conditions, you can easily surface relevant tasks with the correct transfer process details to increase the rate at which transfers succeed on the first try:

Notice above, for each custodian, there different sets of tasks based on that custodian. And for each task, you can be specific and tailored to that custodian, attaching corresponding paperwork, and leaving specific transfer instructions.

This way, it's not a guessing game to determine what is required for a successful transfer. And, you have a succinct list of tasks in the Client Card, instead of a long list of possible outcomes:

Financial Planning

The financial planning process requires data gathering, and with so many clients this can be quite a tedious process. Add to it that clients don't always send back everything you request, and the data gathering process can become head-spinning.

With Hubly, it doesn't have to be. Easily set up a Workflow Template so that, once you send a document checklist to a client and they send info back, check off which exact info they sent:

Using "When" conditions, the boxes you leave unchecked will surface specific tasks in the Client Workflow to follow-up with the client about. In practice, it would look like this:

Say goodbye to the mid-numbing experience of trying to keep track of what data the client sent you, and what data you still need to track down.

Forms & Conditional Logic within Workflows simplifies the entire experience for you, in turn improving the experience for your clients!

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