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    • Home
    • About Sphynx
      • Team
      • Process
      • FAQ
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      • Templates and Courses
      • Coaching and Consulting
      • White Glove Automation
      • Ongoing Maintenance
    • Free Resources
      • Free Resources
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    • Schedule Time
  • Home
  • About Sphynx
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Discount Links

business process automation software Sphynx Automation

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Downloadable PDFs

Essential Automation Tips

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Financial Advisor CRM Comparison

Financial Advisor CRM Comparison

Side by side comparison of Salesforce Financial Services Cloud, Wealthbox and Redtail CRM

Download PDF

Financial Advisor Workflow Software Comparison

Financial Advisor Workflow Software Comparison

Side by side comparison of Wealthbox Workflows, Process Street Workflows and Hubly

Download PDF

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