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...
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One of the biggest challenges for advisors starting their own firm is figuring out the right pieces of tech to add to their tech stack. Outside of compliance, perhaps the biggest consideration to make is choosing technology that has the ability to connect with o...
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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...
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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
If you've followed the Sphynx Automation blog series over the past several months, you've seen us rave about the benefits of Zapier on a regular basis. It's a perfect solution for helping fill in the gaps between thousands of different apps, but there has been o...
Introduction
Did you know that you can override your previously-set availability in Calendly?
For many, this might be a feature in which they've overlooked. When it was first added to Calendly, they dubbed this feature "date overrides", but in recent months, have given it a...
Introduction
Our trusty online automation platform, Zapier, just dropped an update that is bound to make their users' lives much easier!
This quality-of-life update is less about the functionality of Zapier itself, and more about how the app processes task/zap usage and pay...
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...
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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 create an...
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 the pieces of te...
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 signers on a PDF fo...
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 the...
