Fintech Automation Blog
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Financial advisors - boy do we have the treat for you!
We're happy to introduce our new Automated Custodial Paperwork Packet! This is sure to save both you and your clients time when it comes to filling out all that dreaded paperwork by drastically reducing...
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You've heard us rave time and time again about how much we here at Sphynx Automation love Jotform, so we always make sure we keep you in the loop when they make a meaningful update.
Recently, Jotform unveiled five brand new widgets that a variety of users...
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This week's post is a PSA about updating your Jotform PDF outputs. Did you know that when you make a change to your Jotform - adding a field or updating the text - those changes are not automatically reflected on the PDF output?
Not to worry! It's...
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Google has become one of the world's tech giants over the past decade-plus, developing into more than just the reliable search engine that we all came to know and love. They now offer a wide variety of apps ranging from Google Docs, to Gmail, to a recent...
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Over the past several years, Twitter has emerged as one of the world's top communication platforms, if not THE top communication platform. From memes to sport debates to breaking news, Twitter has become a one-stop shop for practically anything you...
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Process Street users - want to add some extra personality and organization to your workflows? Process Street's new custom branding update allows you to add images and emojis to your workflows, making them more visually appealing and easier to remember. With...
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If you're like most Calendly users, you rely on the app to schedule meeting with leads and clients in a seamless, hands-off fashion. And while your standard booking settings may be doing their job, there's a good chance you could be getting...
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Work from home. Telecommute. Remote work. Regardless of what you call it, there's no doubt that the number of people doing so in some form is on the rise - especially since the arrival of COVID-19. While there are certainly many benefits to remote work,...
Last week we had a great chat with our trusted colleague and financial advisor marketing guru, Zoë Meggert, founder of Perfectly Planned Content. We covered how to create a scalable marketing strategy using tech and automation, including:
- Tools to consider as part of your marketing...
By Anthony Schorling
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Many small businesses start with a number of referrals for sources, but at some point, the referrals taper off and they need to find another way to get leads. Email marketing is an absolute must for these types of businesses, as it allows users to send mass...
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If you're a LinkedIn user, you're probably aware of how big of a role the social networking platform plays in scavenging for new leads. Its ability to connect specific industry professionals to each other can often spark new working relationships. A lot of...
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Last summer, Jotform announced a new quality-of-life feature called Jotform Prefill. In short, Jotform Prefill is an easy way to pre-populate forms with client data so your clients don't have to fill in that data again if they've already entered it...
