Virtual Event

Creating Workflows That Work for You with Hubly and XYPN Ops

Jun 4, 2024 @ 10 AM PT / 1 PM EST

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Are you in the building or scaling phase and serving 40 or more households?  Are you seeking to elevate your firm through enhanced operational capabilities and processes to create consistent and enhanced client experiences?  Then this webinar is a can't-miss for you!

Join Monique Dutkowsky, VP of XYPN Ops and Louis Retif, CEO & Co-founder of Hubly for actionable insights into the powerful synergy between Hubly's innovative technology and XYPN Ops' robust business support framework. Discover how our partnership provides tailored workflow and process management tools you can use to streamline your Custodial, Back Office Support, Compliance, and Service Model processes.

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Monique Dutkowsky

XYPN Ops

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