Fintech Automation Blog
Balancing Work & Life
Mar 25, 2021
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Introduction
"Perfectly balanced. As all things should be." - Thanos
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....
Process Management and Workflows 101
Mar 11, 2021
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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,...
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 you’ve heard of automation before or have just...
