I'm a financial planner, and I use various simple systems to run my business and work with clients. My processes are inefficient, and I know I can leverage "not too complicated" technology to help in everyday life, but I need some help!

I'm looking to have students understand my current software applications and technologies, then look at ways to automate processes to increase efficiencies.

I want to use Zapier to integrate different applications I currently use, to enhance processes such as:

• Prospect communication and sales flow management
• Client onboarding (data gathering, document uploads, payment and service agreements)
• Client review automation

I'd be looking at Zapier to integrate applications/programs that I currently use that have open APIs, like Trello, Google Docs/Sheets/Drive, Acuity Scheduling, Squarespace...

Some of my requirements are:

• Privacy and online information security
• Compliance with Canadian financial regulations
• Easy to maintain after project is complete
• Easy for the prospect/client to use

Student will learn about the personal financial planning process, as well as different areas of running a small business, as we will need to work together to understand the areas that need added efficiencies. I will be be available for co-working, but student will have the opportunity to work independently to develop process or research solution.