Fintech Automation Blog

Sphynx Blog - Introduction

blog general automation Feb 25, 2021


Having the right tools at our disposal can make our lives much simpler. History provides us with years of evidence: pockets, satchels and bags were the beginning of hands-free material transport; the printing press was a revolution in automating the reproduction of information; newspaper, television and the computer were massive upgrades for the dissemination of information.

In the 21st century and beyond, technology has evolved even further. This series will cover tips, tricks and tools that you can use to streamline your personal or business processes, enabling you to gain time and peace of mind. We will touch on a number of web-based products, including Zapier, email marketing applications (such as MailChimp, Active Campaign, MailerLite, etc.), GSuite / Google Apps in general, Microsoft Office applications, CRM applications, and more.

About Sphynx Automation

Sphynx is a small team dedicated to helping financial advisors, attorneys, bookkeepers and CPAs simplify and streamline their operations using web-based applications. Sphynx was born when our founder, Arielle, was trying to discover ways to streamline her own financial planning firm. With the help of Mark, her husband, and her own tenacity, she quickly discovered there were cost-effective, intuitive, web-based tools not being utilized within the financial services industry. After documenting, streamlining and automating some of her processes, Mark joked that Arielle should offer these services to other advisors. Through a series of fortuitous events, Arielle's financial practice became Sphynx Automation in 2019, and has been owned and operated by Arielle and Mark since that time.

What You Can Expect From This Series 

  • A new post every 2nd and 4th Wednesday of each month
  • Posts grouped by topic(s) covered
  • Accessibility
  • A focus on web-based applications that can meet any budget
  • Tips and tricks you can use to establish an automatable process
  • Tips and tricks you can use to implement automation into your life and business (whether you’re an employee or business owner)
  • Freemiums: Lighthearted references to music, movies, television and video games
Is your practice ahead of the curve and all you need are simple to use templates?
Each of our forms includes a comprehensive video series on how to edit and use the form. While most of our forms are primarily used by Financial Advisors / Planners, Consultants and Attorneys there are some that are non-industry specific and the others can be customized further using our JotForm training courses. Purchasing the form will enable you to book a discounted Coaching Session with us to help you edit/modify the form for your specific needs if you need additional assistance.


Special thanks to: 

Zoe Meggert at Perfectly Planned Content for helping us draft, craft and publish our marketing plan and strategy. Our heads are still spinning (in a good way) from all of the help and knowledge you provided us. This blog would not exist without you and your team. If you are struggling with developing or implementing an effective marketing plan, we highly recommend reaching out to her. Zoe’s expertise varies across all marketing topics and subject matter. She is an expert in her field and is very easy to work with. If you need marketing assistance, she's your go-to.
Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors, LLC for your contribution to this series. Brooklyn helps advisors with succession planning, systems and processes for your current tech stack, service model, pricing structure, team's work styles, the firm building and more. If you are creating a business that you seek to sell in the future, Brooklyn is the expert you need to contact.
Cameo Roberson, AAMS®, Advisor-Coach-Consultant, of Atlas Park Consulting for your contribution, continued partnership and friendship. Cameo assists new and existing firms with goal setting, process and efficiency management and improvements. She is also an expert in operations management and service model development, identifying the best pricing structure to achieve profit and revenue goals. With over 15 years of experience and expertise, if you need assistance with creating a long lasting business, but have no existing process or business targets, Cameo should be your first stop.

This blog is written by the Sphynx Automation team to help DIYers use web-based apps.

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Let's see how we can help!