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Fintech Automation Blog

How to Convert a Fillable PDF to a Digital Web Form in Jotform jotform precisefp Oct 19, 2024

By Arielle Minicozzi


Fillable PDFs in Jotform are great, but sometimes you need the additional control that Jotform's powerful PDF editor offers. If you're importing an existing form using the Smart Form builder, it's not readily apparent how you can easily convert it to a Web Form. That's...

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How to Transfer Forms from PreciseFP to Jotform jotform precisefp Oct 19, 2024

By Arielle Minicozzi


Are you frustrated by PreciseFP's lack of robust conditional logic or outdated interface, but don't want to recreate all your forms in Jotform from scratch? Luckily, we've created this step-by-step guide to streamline the process for you:

Step 1: Export Your PreciseFP Form...

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GReminders: The Perfect Piece of Tech for New Advisors blog financial advisors fintech scheduling software review web-based apps Oct 18, 2024

By Anthony Schorling


Introduction

One of the biggest challenges for advisors starting their own firm is figuring out the right pieces of tech to add to their tech stack. Outside of compliance, perhaps the biggest consideration to make is choosing technology that has the ability to...

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Meet Thyme: A Groundbreaking New AI Tool for Financial Advisors! ai blog financial advisors fintech notetaking software review thyme web-based apps Sep 04, 2024

By Anthony Schorling


Introduction

For the first time in our six years as a business, Sphynx Automation has decided to partner with an amazing new piece of tech for financial advisors! Meet Thyme - an up-and-coming AI solution for meeting transcription and note-taking that integrates...

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AI & New Automations Coming Soon in Wealthbox! ai financial advisors fintech general automation new feature wealthbox web-based apps Jul 26, 2024

By Anthony Schorling


Introduction

On Friday, July 12th, Wealthbox hosted a webinar outlining some neat new features on the horizon using AI and automation. These new features include the ability to use AI to generate reports, an internal form builder that allows users to further customize...

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New to Process Steet: My Work! blog new feature process street task management web-based apps Jun 19, 2024

By Anthony Schorling


Introduction

Process Street has been one of our favorite workflow management systems for several years now due to its user-friendly interface, automation capabilities, and robust workflow features. However, one of the areas in which it lacked was a place for users to...

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3 New Features Added to Jotform Tables blog forms jotform new feature web-based apps May 10, 2024

By Anthony Schorling


Introduction

If you're a Jotform user who hasn't yet tried using Jotform Tables, you may not know exactly what it is.

Jotform Tables is Jotform's internal solution to utilizing spreadsheets. While you can also utilize one of Jotform's integrations with Google...

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Zapier Enterprise: A Brief Overview blog fintech general automation new feature web-based apps zapier Apr 17, 2024

By Anthony Schorling


Introduction

If you've followed the Sphynx Automation blog series over the past several months, you've seen us rave about the benefits of Zapier on a regular basis. It's a perfect solution for helping fill in the gaps between thousands of different apps, but there has...

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How to Export Hubly Workflow Templates hubly workflows Apr 16, 2024

By Arielle Minicozzi


From time to time you may need to export an overview of your existing workflows from Hubly. Fortunately, this is easy to do:

  • Log into Hubly
  • Create a new contact by clicking the search bar then clicking "Create"; this will just be used as a sample to export the workflow...
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How to Export Redtail Workflow Templates redtail workflows Apr 16, 2024

By Arielle Minicozzi


From time to time you may need to export an overview of your existing workflow templates from Redtail. Fortunately, this is easy to do:

  • Log into Redtail
  • Click "Workflows" in the left menu
  • In the top right corner click "New Workflow", select the template you wish to export...
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Best Efficiency Practices for Meeting with a Prospect ai blog calendly email marketing forms jotform mailchimp mailerlite process scheduling wealthbox web-based apps zapier Mar 14, 2024

By Anthony Schorling


Introduction

Meeting with a new prospect is always a great opportunity for business owners, but it also usually comes with the added responsibility of intaking new information, getting it into your tech stack, and the inevitable possibility of meeting with a...

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How to Override Your Availability in Calendly blog calendly fintech new feature scheduling web-based apps Feb 21, 2024

By Anthony Schorling


Introduction

Did you know that you can override your previously-set availability in Calendly?

For many, this might be a feature in which they've overlooked. When it was first added to Calendly, they dubbed this feature "date overrides", but in recent months, have given...

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