Get started with our automation tools and save your practice hours by automating low-value, routine tasks.
This 45-minute webinar demonstrates how you can #makeitcount with FYI's automation engine and work smarter by minimising touch points, reducing the risk of errors and safeguarding the consistency of processes and client service.
Topics include:
Practice Management Housekeeping - to help you hit the ground running
Automation Fundamentals - a quick recap
Customise year-end compliance Automations - showcasing new Automation features
Practice Activity - automatically monitor and manage your App integrations without lifting a finger
Automation Library - explore the library created by our team ready to be imported and customised for your practice
Action plans and key takeaways - to help you put this into action.
Click below to play a full recording of the webinar (45 minutes)
