Thyme (YC S24)

Hi all! For those of you who didn't have the opportunity to attend Sphynx Automation's roundtable session with Thyme (YC S24) back in September, we've got a follow-up session coming up this Friday, November 15th at 1 PM EST! This roundtable was initially intended to serve as a secondary date for those who couldn't make the first, but Thyme has made some additions since we last spoke, which they'd like to showcase and get your feedback on. This roundtable will only be 30 minutes long, in comparison to our first, hour-long roundtable, and there will be a short demo of the platform before we open up the floor for Q&A. If you'd like to take a peek at one of the most innovative up-and-coming fintech platforms out there and share your thoughts, you can sign up at the link below! https://lnkd.in/evVaTsyW #fintech #automation #CRM #AI #notetaking #tech #meetings #productivity #efficiency #operations #financialadvisors

Aww shucks! ??

All media outlets have discussed Nvidia's stock bleed over the past few days. "The largest wipeout of a US company," they say, "AI is dead." I find the alarmism of these clickbaity headlines completely unjustified, but I get it; those media outlets make money on clicks and clicks they'll get. If you are an investor in the stock market (60%+ of citizens in the US are), you are probably better off not reading those articles at all. Instead, choose a long-term investment plan, invest early and regularly, and not withdrawing prematurely. When in doubt, zoom out. #financialadvisor

We are honored to be partnering with Sphynx Automation. With the shared goal of protecting advisors' time through automation, it just made too much sense! ??

If you're a financial advisor who is interested in AI solutions, you'll definitely want to check out Thyme (YC S24) - our first ever tech partnership at Sphynx Automation! Thyme is a new AI client intelligence platform that integrates seamlessly with popular financial advisory CRMs, such as Wealthbox, Redtail, and Salesforce. And while they already have a great product in place that you can read about below, they're also looking for feedback from advisors for ideas on what they can add or improve upon within their platform. Sphynx is hosting a roundtable with Thyme next Friday, September 13th at 1 PM EST. Attendees will have a chance to see what Thyme has to offer, as well as a chance to provide feedback on what they see. If you're interested in learning more about Thyme and helping them develop an even better AI platform, be sure to sign up here: https://lnkd.in/dGDVnTja #thyme #sphynx #automation #ai #tech #financialadvisors #efficiency #productivity #notetaking #transcription #CRM #wealthbox #redtail #salesforce

Ever wish you could remember things about your clients easier? Let Thyme do the legwork. Information is only as good as your ability to draw on it. See more: https://meetthyme.com

People do some crazy things with money. But no one is crazy. (The Psychology of Money - Morgan Housel) What we do with our many changes varies from person to person. Investing in the stock market might be a retirement plan for a millennial, but it might be seen as reckless by someone who grew up in the 1970s and witnessed firsthand the volatility and risks of stocks. We have a unique perspective on money, so there is no one-size-fits-all approach to managing finances. Finding an advisor that understands your risk profile, communicates clearly, and addresses your specific concerns is vital for your long-term financial well-being. Happy financing!

Kitces map for September 2024 is here, and amongst the new additions is Thyme! Incredibly thankful to Michael Kitces, and his team for putting together this invaluable resource for all advisors and teams building tech for advisors. The best is yet to come!

Happy Labor Day to all financial advisors, and founders out there!

At Wealthbox, we've always believed the developer experience (DX) is as important as the user experience (UX). With 135+ partner integrations, it matters. ...Thanks for the shout-out team Thyme (YC S24)