How Summit Financial Scaled Support and Simplified Service with Hubly
“Hubly has helped us go from chaos to clarity. Everyone knows what they are responsible for, and we can grow confidently without worrying about dropping the ball.”
— Hannah Dabbs Mendoza, Operations Manager, Summit Financial Solutions
When Operations Manager Hannah Dabbs Mendoza joined Summit Financial Solutions, she struggled to support five advisors without any central system for delegation or accountability. Notes lived in Teams chats, reminders sat on sticky notes and client service tasks were easy to lose track of.
Hubly helped Hannah change that. By mapping every phase of the client lifecycle and building custom workflows that reflected how Summit actually serves clients, she created a system that scales, one that new hires can step into seamlessly and that provides real-time visibility across the team!
Today, Hubly sits at the center of Summit’s operations. From conditional task logic and CRM integrations to automated meeting prep, the platform gives Summit the structure and confidence to grow without losing the personal service their clients rely on.
Download the case study to see how Summit Financial used Hubly to triple admin capacity and transform day-to-day operations from reactive to proactive.