Fintech Automation Blog
Introduction
Introduction
Form builders can be extremely useful for data-gathering. Whether you use Google Forms, Microsoft Forms, an internal website form, Precise FP, JotForm, or some other tool, the process of building a form is similar across each form-building application....
Introduction
In our previous post, we talked about schedulers. We mentioned why they are useful. We linked scheduler application types. We also went through setting up Calendly (at a very high level). In this post we are going to talk about the best efficiency...
Introduction
Introduction
Introduction
In our previous post, we donned our artist hats and sketched out our workflows. What’s next?
Now, we find where our workflows will live. While it’s entirely fine to have a checklist on a clipboard next to your desk or on a wall in your...
By: Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors, LLC
Introduction
In our previous post, we provided a very high level overview of processes and workflows, while touching on how they fit into the automation process. In this post, Brooklyn H. Brock,...
Introduction
Welcome to the Sphynx automation blog post series. As mentioned in our first post, we will cover small business automation tools, tips and tricks using simple web-based applications. Whether you’ve heard of automation before or have just...
