Fintech Automation Blog
Introduction
We've spent the last seven years serving financial advisors, tax planners, attorneys, and other small service-based businesses on a customized basis, and while that isn't changing, we're adding a new offering to make it easier for them to gain some immediate eff...
Introduction
One of Wealthbox's most beneficial, yet underused, tools is their reporting feature. Wealthbox Reports allow advisors to gather key analytics about their clients by grouping them into segmented lists. This could be anything from gathering a list of clients whose...
Fillable PDFs in Jotform are great, but sometimes you need the additional control that Jotform's powerful PDF editor offers. If you're importing an existing form using the Smart Form builder, it's not readily apparent how you can easily convert it to a Web Form. That's why we...
Are you frustrated by PreciseFP's lack of robust conditional logic or outdated interface, but don't want to recreate all your forms in Jotform from scratch? Luckily, we've created this step-by-step guide to streamline the process for you:
Step 1: Export Your PreciseFP Form a...
Introduction
One of the biggest challenges for advisors starting their own firm is figuring out the right pieces of tech to add to their tech stack. Outside of compliance, perhaps the biggest consideration to make is choosing technology that has the ability to connect with o...
Introduction
For the first time in our six years as a business, Sphynx Automation has decided to partner with an amazing new piece of tech for financial advisors! Meet Thyme - an up-and-coming AI solution for meeting transcription and note-taking that integrates with key pie...
Introduction
On Friday, July 12th, Wealthbox hosted a webinar outlining some neat new features on the horizon using AI and automation. These new features include the ability to use AI to generate reports, an internal form builder that allows users to further customize workfl...
Introduction
Process Street has been one of our favorite workflow management systems for several years now due to its user-friendly interface, automation capabilities, and robust workflow features. However, one of the areas in which it lacked was a place for users to aggrega...
Introduction
If you're a Jotform user who hasn't yet tried using Jotform Tables, you may not know exactly what it is.
Jotform Tables is Jotform's internal solution to utilizing spreadsheets. While you can also utilize one of Jotform's integrations with Google Sheets or Micr...
Introduction
If you've followed the Sphynx Automation blog series over the past several months, you've seen us rave about the benefits of Zapier on a regular basis. It's a perfect solution for helping fill in the gaps between thousands of different apps, but there has been o...
From time to time you may need to export an overview of your existing workflows from Hubly. Fortunately, this is easy to do:
- Log into Hubly
- Create a new contact by clicking the search bar then clicking "Create"; this will just be used as a sample to export the workflow te ...
From time to time you may need to export an overview of your existing workflow templates from Redtail. Fortunately, this is easy to do:
- Log into Redtail
- Click "Workflows" in the left menu
- In the top right corner click "New Workflow", select the template you wish to expor ...
