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Fintech Automation Blog

5 Automation & Workflow Tips for 2022 email general automation process workflows Jan 12, 2022

By Anthony Schorling


Introduction

The turning of the calendar to a new year is a chance for many people to start anew. While many drop their new years' resolutions just as quickly as they thought of them, the fraction of people that actually stick to them wind up accomplishing pretty lofty...

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Process Management Tools and Applications process software review 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 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 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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