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Fintech Automation Blog

How You Can Combine Authenticity AND Strategy For a Winning Marketing Plan guest post marketing process Oct 27, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous post, we invited our dear friend and colleague, Cameo Roberson, AAMS® to help us connect with Centers of Influence. In her post post, Cameo provided helpful tips for connecting and building authentic relationships with...

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Finding Your Center(s) blog guest post marketing process Oct 13, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous posts, we set the stage for our email marketing plan. 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....

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Introduction to Web-Based Automation general automation process web-based apps workflows zapier Aug 11, 2021

by Mark Anthony Figueroa

 

Introduction

In the past few posts, we’ve covered:

  1. What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
  2. Process and Workflows
  3. Process...
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Process Management Tools and Applications process process street software review web-based apps workflows Mar 18, 2021

by Mark Anthony Figueroa

 

Introduction

In our previous post, we donned our artist hats and sketched out our workflows. What’s next?

Now, we find where our workflows will live. While it’s entirely fine to have a checklist on a clipboard next to your desk or on a wall in your...

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Process Management and Workflows 101 blog guest post process workflows Mar 11, 2021

By: Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors, LLC

 

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,...

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Processes and Workflows blog process workflows Mar 05, 2021

by Mark Anthony Figueroa

 

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...

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