Fintech Automation Blog

by Mark Anthony Figueroa

Introduction

In our previous post, we donned our artist hats and sketched out our workflows. What’s next?

Now, we find where our workflows will live. While it’s entirely fine to have a checklist on a clipboard next to your desk or on a wall in your office, it’s not eff...

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...