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Fintech Automation Blog

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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PreciseFP and RightCapital Partner-Up for a New Integration! blog financial advisors fintech forms integrations new feature precisefp rightcapital Aug 23, 2023

By Anthony Schorling


Introduction

One of PreciseFP's best features has been their direct integration with eMoney, which allows users to automatically pass data to and from each app to do things like prefill forms and import client data. Now, PreciseFP has teamed up with RightCapital to...

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Announcing: Our Automated Custodial Paperwork Packet! blog custodians financial advisors fintech forms new feature schwab sphynx offerings td ameritrade Sep 14, 2022

By Anthony Schorling


Introduction

Financial advisors - boy do we have the treat for you!

We're happy to introduce our new Automated Custodial Paperwork Packet! This is sure to save both you and your clients time when it comes to filling out all that dreaded paperwork by drastically reducing...

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Exporting Workflows from Wealthbox blog financial advisors fintech wealthbox web-based apps workflows Sep 27, 2021

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

1. Click here to log into your Wealthbox CRM account

2. Once you're logged in, click here to access the Workflow Templates Menu

3. Click the name of the workflow...

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Common Zaps for Financial Professionals blog financial advisors fintech general automation web-based apps zapier Sep 08, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous posts, we went into Zapier, connected our applications and created our first Zap. The goal was to get you familiar with creating a simple Zap using a simple form. This should enable you to see what Zapier is capable of, how it...

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