Fintech Automation Blog

by Mark Anthony Figueroa

In our previous post, we talked about schedulers. We mentioned why they are useful. We linked scheduler application types. We also went through setting up Calendly (at a very high level). In this post we are going to talk about the best efficiency tool ...

by Mark Anthony Figueroa

Introduction

by Mark Anthony Figueroa

Introduction

By: Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors, LLC

Introduction

In our previous post, we provided a very high level overview of processes and workflows, while touching on how they fit into the automation process. In this post, Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® o...

by Mark Anthony Figueroa

Introduction

Welcome to the Sphynx automation blog post series. As mentioned in our first post, we will cover small business automation tools, tips and tricks using simple web-based applications. Whether you’ve heard of automation before or have just discovered you need...