Fintech Automation Blog
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...
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...
Introduction
Zapier is a fantastic tool for connecting your tech stack together, and we use it here at Sphynx to build out any and all automations that we or our clients need. As a team of automation experts who work primarily with financial planners, one of...
Introduction
Update as of 3/28/2023: Regardless of whether you're using Jotform Sign or the DocuSign widget, you can only have one signature per form with DocuSign or one signer (multiple fields allowed) with Jotform Sign. Jotform Sign does allow multiple...
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...
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...
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...
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...
