Fintech Automation Blog
Introduction
One of Wealthbox's most beneficial, yet underused, tools is their reporting feature. Wealthbox Reports allow advisors to gather key analytics about their clients by grouping them into segmented lists. This could be anything from gathering a list of clients whose...
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 with key pie...
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 workfl...
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 poor fit. This c...
Introduction
Thanks to the COVID-19 pandemic, the world has seen a sharp spike in virtual meetings that has since continued into the post-pandemic era. With the world embracing technology for its meetings, additional perks have revealed themselves along with it. While the ab...
