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 consistency of processes and client service.
- 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 you 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)