IFS Blog

Takeaways from FolioDynamix Xchange 2017

Posted by Shaun Christensen on Oct 13, 2017 1:13:24 PM

Happy 10-year anniversary to FolioDynamix! IFS recently attended the 2017 FolioDynamix Xchange conference to celebrate the 10-year anniversary and explore several industry topics impacting the wealth management industry. Held at the Omni Amelia Island Plantation Resort in Florida, this gathering of executives, asset managers and thought leaders in the wealth management industry, including banks, brokerages and RIAs, spoke to the need to leverage asset management programs, technology and the human touch to serve clients more efficiently. The Envestnet acquisition and the future plans for FolioDynamix were major topics covered as well. For those who couldn’t make it to this year’s Xchange, we present our top takeaways and highlights from the conference.

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IFS Selected as Finalist for 2017 NC Tech Awards

Posted by Tracie Hummel on Oct 4, 2017 10:57:16 AM

We are thrilled to be selected as a finalist for the 2017 NC Tech Awards in the Software category. The NC Tech Awards is North Carolina's only statewide technology awards program that recognizes achievement in technology and is presented by the North Carolina Technology Association (NCTA). 

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Topics: IFS News

Takeaways from the LIDMA 2017 Conference

Posted by Roy Goodart on Sep 29, 2017 12:56:32 PM

Unless you’ve been living in a cave for the past ten years you’ve seen a segment of the life insurance industry grow by leaps and bounds.  This area has to do with direct marketers who sell primarily over the web.

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Topics: IFS Events, insurance industry, conferences

5 Questions with Mary Heimlich

Posted by Tracie Hummel on Sep 27, 2017 11:23:51 AM

A few weeks ago, we announced the addition of Mary Heimlich as our new Director of Product Management. We sat down with her and asked a couple questions, so you can get to know more about her, her background and her goals at IFS.

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IFS @ LIDMA 2017

Posted by Tracie Hummel on Sep 14, 2017 3:31:51 PM

We're excited for the 14th annual LIDMA Conference & Showcase coming up next week. For those of you who will be at the event in McLean, VA, we wanted to let you know about some exciting ways you can connect with IFS at LIDMA.

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Topics: IFS Events, conferences

The Other Eclipse You Need to Be Aware Of Today

Posted by Tracie Hummel on Aug 21, 2017 10:16:32 AM

Unless you've been living under a rock for the past month, you know that later today, there will be a solar eclipse. From Salem, Oregon, to Charleston, South Carolina, the moon will completely cover the sun, resuling in a total eclipse. Even those not in the path of the total eclipse, will be treated to partial eclipses, of varying degrees. Americans have spent the past week making travel plans to be in the total eclipse's path and buying protective eyewear to keep their eyes safe during viewings.

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Why We Care So Much About User Interface (and why you should too)

Posted by Tracie Hummel on Aug 9, 2017 10:17:53 AM

You’ve probably already heard, but this year, we’ve introduced two new products: expedite (eDelivery platform) and Annuva (annuity maintenance solution). While developing Annuva and expedite, we spent considerable time, energy and resources ensuring that the User Interface (UI) of these new offerings led to enjoyable and efficient experiences. Wikipedia calls UI “the space where interactions between humans and machines occur.” But, in the context of Annuva and expedite, you can just think of the UI as the way the design makes you feel about your experience with the product.

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Topics: Annuva, User Interface, expedite, software design, User experience

A New Approach to Annuity Maintenance

Posted by Tracie Hummel on Aug 2, 2017 9:34:00 AM
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Topics: Annuva, Annuity Maintenance

Registration Open - Impact 2017

Posted by Tracie Hummel on Jul 20, 2017 8:52:00 AM

We are thrilled to be hosting our first ever user group meeting later this year. Impact 2017 will be held in Minneapolis, MN, November 7-8, and registration is now open! Impact 2017 is exclusively for IFS clients and financial services executives who are interested in increasing efficiencies and creating better client experiences with the IFS platform. At Impact 2017, you'll have the opportunity to:

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Topics: IFS Events

What Do Annuity Maintenance and Cell Phones Have In Common

Posted by Tracie Hummel on Jun 20, 2017 11:07:29 AM

In 1983, Motorolla released the Motorolla DynaTAC 8000X. On the market for $4000, It was the first commercial mobile phone and offered a mere 30 minutes of talk time. Fast forward a few decades, and smartphones are more common than toilets (this is true: more people in the word have phones than toilets). A stark contrast to 30 minutes of daily talk time, today, the average person unlocks his or her cell phone 110 times per day.

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Topics: Annuva, Annuity Maintenance