GET STARTED

Fintech Automation Blog

Automation in Marketing: A coffee chat with Zoe Meggert of Perfectly Planned Content Apr 13, 2022

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...
Continue Reading...
MailerLite: What is it and how can I use it? blog email marketing software review web-based apps Mar 23, 2022

Introduction

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 informational, compelling...

Continue Reading...
Calendly & LinkedIn Messaging: A Match Made in Heaven blog scheduling Mar 09, 2022

By Anthony Schorling


Introduction

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...

Continue Reading...
Jotform Prefill 101 blog forms general automation Feb 23, 2022

By Anthony Schorling


Introduction

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...

Continue Reading...
5 Reasons to Add TrackingTime to Your Tech Stack blog process software review web-based apps workflows Feb 09, 2022

By Anthony Schorling


Introduction

Most businesses track their time in some way, whether that be on paper, mentally, or through an application, but does your time-tracking method also measure the productivity of your team?

Enter: TrackingTime.

TrackingTime is a web app that at its core is a...

Continue Reading...
JotForm Connects with MailerLite for a New Integration! blog email forms Jan 26, 2022

By Anthony Schorling


Introduction

JotForm has come through in the clutch once again, delivering yet another great integration, this time for MailerLite users!

The new integration allows users to collect subscriber emails from their forms and automatically pass that data into MailerLite for...

Continue Reading...
5 Automation & Workflow Tips for 2022 email general automation process workflows Jan 12, 2022

By Anthony Schorling


Introduction

The turning of the calendar to a new year is a chance for many people to start anew. While many drop their new years' resolutions just as quickly as they thought of them, the fraction of people that actually stick to them wind up accomplishing pretty lofty...

Continue Reading...
About Time: Calendly Polls is Here! blog scheduling Dec 22, 2021

By Anthony Schorling


Introduction

Earlier this month, our friends at Calendly added a small, but highly-requested feature to their application called “Meeting Polls”.

Meeting Polls now allow you to collectively vote on one-off meeting times with your invitees to determine what...

Continue Reading...
How to Use Your Email Signature in JotForm Autoresponder Emails email forms Dec 08, 2021

By Anthony Schorling


Introduction

Hello fellow JotForm users! Do your autoresponder emails for clients not have that same personal touch that your normal emails have? Thankfully, there's a simple fix for that! In this post, I will take you through the steps on how to import and...

Continue Reading...
How to Import Fillable PDFs to JotForm forms Nov 28, 2021

Do you wish you could use data from your fillable PDF forms to trigger Zaps or pre-fill other forms? Wish no more - importing fillable PDFs into your JotForm account is quick and easy!

1. Log into your JotForm account or sign up for a free account here

2. Click the "Create Form" button at the top...

Continue Reading...
How to Effectively Use Reflection in your Writing blog marketing Nov 24, 2021

Introduction

In our last post, Zoë Meggert, marketing coach and founder of Perfectly Planned Content, explained how to utilize existing blog content within your marketing funnel. This net post is provided by Lauren Keller, Director of Content Writing & Strategy for Perfectly Planned...

Continue Reading...
Understanding How to Leverage Blog Content in Your Marketing Funnel blog marketing Nov 10, 2021

Introduction

Like our previous guest post, this post will be brought to you by Zoë Meggert, marketing coach and founder of Perfectly Planned Content. Zoë has built Perfectly Planned Content around financial planners because she firmly believes that they’re changing the world - one...

Continue Reading...