Fintech Automation Blog
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...
Introduction
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,...
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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...
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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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One of PreciseFP's best features has been their direct integration with eMoney, which allows users to automatically pass data to and from each app to do things like prefill forms and import client data. Now, PreciseFP has teamed up with RightCapital to...
Introduction
Jotform is one of our favorite form builders for a variety of reasons, and one of the biggest reasons is its security. As a business that works with a large number of financial advisors, our clients have a lot of sensitive information that needs...
Introduction
Zapier is a fantastic tool for connecting your tech stack together, and we use it here at Sphynx to build out any and all automations that we or our clients need. As a team of automation experts who work primarily with financial planners, one of...
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If you've read our blog posts before, chances are you've seen us talk about the importance of scheduling systems. Schedulers allow clients to book on their own time with businesses, so they don't have to pick up the phone and talk to a representative in...
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We've got a quickie for you today! Process Street has dropped a small, efficiency-boosting feature: dynamic due dates for workflow runs.
Dynamic due dates allow for more granular control over when your workflows are set to be completed. In addition to...
Introduction
As you might remember, Calendly introduced Routing Forms in May of 2022 - a new way to filter and pre-qualify leads before actually meeting with them. Now less than a year later, they've expanded Routing Forms to "Calendly Routing", which allows you to...
Introduction
Wealthbox have recently unveiled a couple new updates to their "Workflows" feature! This includes their new workflow template library, as well as the ability to assign workflow steps to specific teams.
With Wealthbox's new workflow template library, the...
