Fintech Automation Blog
Process Management and Workflows 101
Mar 11, 2021
Continue Reading...
By: Brooklyn H. Brock, CFPĀ®, CEPAĀ®, ChFCĀ®, CKAĀ® of Ellevate Advisors, LLC
Ā
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, CFPĀ®, CEPAĀ®, ChFCĀ®, CKAĀ® o...
Processes and Workflows
Mar 05, 2021
Continue Reading...
Ā
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 discovered you need...