Fintech Automation Blog
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...
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We've got a quickie for you today! Process Street has dropped a small, efficiency-boosting feature: dynamic due dates for workflow runs.
Dynamic due dates allow for more granular control over when your workflows are set to be completed. In addition to...
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As you might remember, Calendly introduced Routing Forms in May of 2022 - a new way to filter and pre-qualify leads before actually meeting with them. Now less than a year later, they've expanded Routing Forms to "Calendly Routing", which allows you to...
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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...
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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...
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If you're a Jotform Enterprise user, then you've just been hit with arguably Jotform's best Enterprise update in the app's history.
Enter: Jotform Teams - a new feature built on a shared workspace for you and your team to seamlessly work on Jotform projects...
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With autumn now in full swing, Process Street has released its final product update of the summer with an array of workflow editor updates! Let's take a quick tour through these updates and give you the rundown of what users are now able to do within the...
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Google has become one of the world's tech giants over the past decade-plus, developing into more than just the reliable search engine that we all came to know and love. They now offer a wide variety of apps ranging from Google Docs, to Gmail, to a recent...
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Over the past several years, Twitter has emerged as one of the world's top communication platforms, if not THE top communication platform. From memes to sport debates to breaking news, Twitter has become a one-stop shop for practically anything you...
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Process Street users - want to add some extra personality and organization to your workflows? Process Street's new custom branding update allows you to add images and emojis to your workflows, making them more visually appealing and easier to remember. With...
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If you're like most Calendly users, you rely on the app to schedule meeting with leads and clients in a seamless, hands-off fashion. And while your standard booking settings may be doing their job, there's a good chance you could be getting...
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...
