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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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Comparing 4 Popular AI Notetakers ai blog fintech integrations notetaking software review video conferencing web-based apps zoom Nov 17, 2023

By Anthony Schorling


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...

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MailerLite: What is it and how can I use it? blog email mailerlite marketing software review web-based apps Mar 23, 2022

By Anthony Schorling


Introduction

Many small businesses start with a number of referrals for sources, but at some point, the referrals taper off and they need to find another way to get leads. Email marketing is an absolute must for these types of businesses, as it allows users to send mass...

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5 Reasons to Add TrackingTime to Your Tech Stack blog process software review task management time tracking web-based apps workflows Feb 09, 2022

By Anthony Schorling


Introduction

Most businesses track their time in some way, whether that be on paper, mentally, or through an application, but does your time-tracking method also measure the productivity of your team?

Enter: TrackingTime.

TrackingTime is a web app that at its core is a...

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Form Builders blog forms jotform software review web-based apps Apr 28, 2021

by Mark Anthony Figueroa

 

Introduction

Form builders can be extremely useful for data-gathering. Whether you use Google Forms, Microsoft Forms, an internal website form, Precise FP, JotForm, or some other tool, the process of building a form is similar across each form-building application....

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Scheduler Applications blog calendly google scheduling software review web-based apps Apr 01, 2021

by Mark Anthony Figueroa

 

Introduction

In our previous posts, we discussed processes, workflows, process and task manager applications, and shamelessly plugged Process Street. We also took a stroll through the tulips and discussed work life balance. During this post, we will briefly cover...
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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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