Integration is known for simplifying, de-cluttering and streamlining processes, but it's often not until you see a specific example, or integration in action, that you're able to see the power of integration. This blog post explores the benefits of integration, specifically as it relates to account maintenance for the wealth management space. Some of the content is borrowed from our whitepaper, "Improving Experiences by Connecting, Sharing and Enhancing Technologies Through Digital Integration." You can download your copy of the full whitepaper by clicking the button below:
Over the past 16 years of providing automated onboarding solutions to brokerage and wealth management firms, we've learned a thing or two (or six) about what makes an onboarding program successful. We have been fortunate to work with some of the most innovative financial services firms, and have been able to see how onboarding has transformed over the past two decades. Client and advisor expectations are at an all-time high, and the pressure is on firms to provide innovative, streamlined, user-friendly experiences, beginning with the account opening process. We teamed up with some of our clients to create this list of top characteristics of successful onboarding programs:
As broker dealers start to sell more life and annuity business, it’s important to streamline every aspect, while making it easy for your advisors and keeping compliance happy. Electronic life policy and annuity contract delivery is critical to the success of broker dealers.
We are excited to let you know that we have a new whitepaper available. The whitepaper, "Improving Experiences by Connecting, Sharing and Enhancing Technologies Through Digital Integation," discusses the benefits of integrating the technologies your wealth management firm uses to manage the customer lifecycle and advice ecosystem. These include your lead generation tools, CRM, financial planning tools, turnkey asset management programs and more. It also explores the risks of not integrating these technologies. Most importantly, it discusses how IFS's integration approach is unique and leads to better experiences for all stakeholders, including your firm, your advisors and your end investors.
eDelivery seems to be the last frontier for insurance carriers to realize dramatic reductions in costs and cycle times, with the upside of placement lift. But with the great benefits of eDelivery also comes many moving parts, opinions and priorities. We created this infographic with some great eDelivery quotes from our favorite movie characters, playing the roles of parties in the process like your agent, IT department, CFO and more. We hope you enjoy it as much as we did putting it together!
A few months ago, we shared the top reasons why expedite, our eDelivery platform, is a good fit for carriers and BGAs. But expedite can bring great benefits to broker dealers as well. In this post, we share the top 10 reasons why expedite is a great fit for broker dealers:
We've seen an increase in insurance carriers rushing to provide better experiences for their customers through the use of technology. Most carriers have spent millions creating easy-to-use solutions to support the sales and policy application processes. Even still, until recently, few have done much to improve the headaches associated with supporting the back end of the process. To clarify, the back end of the process includes things like:
As we reflect on what an impactful year 2017 was for the FinTech industry, we’re thrilled at the prospect of even more innovation in 2018. With a new year upon us, we are refreshed and eager to make some exciting updates to the IFS platform and solutions. In the spirit of some of 2017 and 2018’s industry and IFS buzzwords, here is a glimpse of what we have planned for the IFS platform and solutions for the coming year:
Topics: Financial Services Industry