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...
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 workfl...
Introduction
Meeting with a new prospect is always a great opportunity for business owners, but it also usually comes with the added responsibility of intaking new information, getting it into your tech stack, and the inevitable possibility of meeting with a poor fit. This c...
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
Wealthbox have recently unveiled a couple new updates to their "Workflows" feature! This includes their new workflow template library, as well as the ability to assign workflow steps to specific teams.
With Wealthbox's new workflow template library, the overwhe...
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 you wa...
