Fintech Automation Blog
Balancing Work & Life
Mar 25, 2021
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Introduction
"Perfectly balanced. As all things should be." - Thanos
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In our previous posts, we discussed processes, workflows, process and task manager applications, and shamelessly plugged Process Street. During this post, we will cover some sanity tips. You may
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Process Management and Workflows 101
Mar 11, 2021
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By: Brooklyn H. Brock, CFPĀ®, CEPAĀ®, ChFCĀ®, CKAĀ® of Ellevate Advisors, LLC
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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, CFPĀ®, CEPAĀ®, ChFCĀ®, CKAĀ® o...
Processes and Workflows
Mar 05, 2021
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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 youā€™ve heard of automation before or have just discovered you need...
