Fintech Automation Blog
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...
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...
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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...
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...
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...
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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...
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Meeting with a new prospect is always a great opportunity for business owners, but it also usually comes with the added responsibility of intaking new information, getting it into your tech stack, and the inevitable possibility of meeting with a...
Introduction
Did you know that you can override your previously-set availability in Calendly?
For many, this might be a feature in which they've overlooked. When it was first added to Calendly, they dubbed this feature "date overrides", but in recent months, have given...
Introduction
Our trusty online automation platform, Zapier, just dropped an update that is bound to make their users' lives much easier!
This quality-of-life update is less about the functionality of Zapier itself, and more about how the app processes task/zap...
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Early last year, we unveiled our new "subscription-style" ongoing maintenance service. This service has allowed our clients to utilize the annual amount of hours included in their plan in a variety of ways, such as for one-on-one coaching,...
Introduction
Thanks to the COVID-19 pandemic, the world has seen a sharp spike in virtual meetings that has since continued into the post-pandemic era. With the world embracing technology for its meetings, additional perks have revealed themselves along with...
Introduction
Process Street has been an extremely reliable workflow management software for a number of years, and their integration with Zapier has allowed users to take advantage of automation for seamless data transfer and workflow editing.
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