IFS Blog

Tracie Hummel

Marketing Manager, Impact Financial Systems
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Recent Posts

Be Our Guest @ In|Vest: 3 Things to Look Forward to at In|Vest 2019

Posted by Tracie Hummel on Jul 9, 2019 9:29:12 AM

We can't wait to take the Big Apple by storm next week at In|Vest 2019. This will be our first year at the conference and we can't wait to see what the most anticipated digital wealth event of the year has in store! Here are the top 3 things we are looking forward to next week at In|Vest 2019: 

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Topics: Financial Services, Industry News, industry events

Propel 2019: Your FAQs, Answered

Posted by Tracie Hummel on Jul 2, 2019 4:05:53 PM

It's hot and humid in North Carolina right now, but in just a few short months, fall will be here in all its glory. Fall really is the best time in North Carolina and a huge reason we've decided to host Propel 2019, our annual user conference, in our home state once again. If you're wondering what Propel is all about, check out the event site for all the deets or read our recap from last year's event. For those who haven't yet registered, here are some of the FAQs we've been getting to help you make the decision to attend!

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Topics: IFS News, IFS Events

Scorching Temps, Sizzling Tech: Pershing INSITE 2019 Roundup

Posted by Tracie Hummel on Jun 21, 2019 10:58:23 AM

Several members of the IFS team had the pleasure of participating in Pershing’s INSITE 2019 last week in Phoenix. The conference featured 36 breakout sessions, 4 professional development workshops, 48 showcase stage presentations, a booming exhibit hall and a wealth of “inspiration, learning and networking.” Our CEO Tim Parsons and Managing Director of Product Strategy Ray Mulligan, along with Account Director Shaun Christensen, braved the desert to attend the financial advice community’s leading conference. As scorching as the weather was, we also got to take part in showing off some sizzling technology and participate in hot conversations around digital transformation, client onboarding and so much more. Here are our top takeaways from INSITE 2019:

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Topics: Onboarding, New Account Opening, IFS Events, conferences, technology, Brokerage, Financial Services, Industry News, industry events

IFS @ Pershing INSITE 2019

Posted by Tracie Hummel on Jun 6, 2019 2:15:56 PM

Our team is gearing up for INSITE™ 2019 next week, so we wanted to share all the ways you can connect with the IFS team while you're in 'The Valley of the Sun,' and one easy way you could win an Apple Watch! Our CEO & Founder Tim Parsons, Managing Director of Product Strategy Ray Mulligan and Director Shaun Christensen will be representing IFS at the event. Here's how you can connect with us in Phoenix: 

>> Stop by our kiosk booth (T14) to hear about some exciting updates our Product Team is working on that are making our solutions even better and easier to implement
>> See a demo of our award-winning platform for onboarding, asset movement and more that is trusted by 4 of the top 5 leading BDs/networks
>> Schedule a 15-minute consultation at our kiosk booth (T14) with one of our digital transformation experts for your chance to win a Series 3 Apple Watch! Everyone who schedules a consultation and meets with one of our experts will be entered into the giveaway.

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Topics: conferences, industry events

The Results Are In...4 of the Top 5 BDs/Networks Choose IFS

Posted by Tracie Hummel on May 16, 2019 9:59:43 AM

Based on 2018 revenue data, we have compiled a list of the top 5 broker dealers/networks for 2019, and  the usual suspects dominated the top of the list once again. LPL Financial, Ameriprise Financial Services and Raymond James were first, second and third, respectively, which mimics 2018 rankings exactly. Cetera Financial Group and Advisor Group's member firms combined revenues bring them into the fourth and fifth positions. 

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Topics: Brokerage, Financial Services, Industry News

IFS In The News: Adds 15 More BDs to the Platform

Posted by Tracie Hummel on May 8, 2019 10:03:00 AM

We are excited to announce that we have added 15 independent broker dealers to the IFS platform. These BDs have chosen the IFS platform to transform and modernize their brokerage operations and are gaining the efficiencies, enhanced service capabilities and digital experiences that IFS delivers. With the addition of these firms to its client roster, IFS is adding over 22,000 advisors to the platform and extending the reach of digital enablement to their clients.

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Topics: IFS News, Financial Services, Industry News

Award season is in full swing and IFS is #winning

Posted by Tracie Hummel on Mar 7, 2019 12:08:41 PM

No, we aren't talking about the GRAMMYs, Golden Globes or Emmy Awards. We're talking about the most exciting awards programs in the financial services arena! IFS has scooped its second award nomination in just one month. We are excited to announce that IFS has been recognized by InvestmentNews as a top Adviser FinTech provider. IFS is one of just three finalists in the Adviser FinTech category of the 2019 InvestmentNews Innovation Awards. This award honors firms that demonstrate innovative approaches to the opportunities and challenges facing the financial advice profession." We are looking forward to celebrating with the rest of the finalists next month in NYC at the Innovation Summit & Awards Dinner, alongside some of the most inspiring visionaries in the industry

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Topics: Industry Awards

[Vote Now] IFS Selected as Finalist for FTF News Technology Innovation Awards

Posted by Tracie Hummel on Feb 14, 2019 12:02:12 PM

We are thrilled to announce that we have been selected as a finalist for the 2019 FTF News Technology Innovation Awards! Great things have been happening in FinTech in recent years, and we are ecstatic to be a part of the innovation and excitement. We have been shortlisted in the "Software Solution of the Year" category, which recognizes software systems/applications that have broken new ground in the area of securities operations. In 2018, IFS's technology was used to help brokerage and wealth organizations blaze the trail of digital transformation and client enablement. 

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Topics: Financial Services Industry, FinTech, Industry Awards

Alexa, How's My Retirement Account Doing?

Posted by Tracie Hummel on Jan 17, 2019 1:49:19 PM

In our post last week, we explored three factors we think will drive industry innovation and decision-making for individual firms in 2019. This week, we’re revisiting those themes in a different context. Last week’s post focused on each high level trend and what it means at the industry and firm level. Since 2018 was called “The Year of the Customer” across industries—and we don’t see that emphasis changing any time soon—this week’s post will explore those same trends from the perspective of the customer.

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'Tis the Season: IFS Highlights from 2018

Posted by Tracie Hummel on Dec 19, 2018 2:58:45 PM

As another year comes to a close, we are pausing to reflect on the highlights, challenges, acheivements and lessons learned from 2018. 2018 was an exciting year filled with expansion and innovation for IFS, and we are grateful to our clients, partners and employees who made it another successful year. In this post, we are sharing our top highlights from 2018. Feel free to comment with your highlights from the year.

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Topics: IFS News, Financial Services Industry, FinTech, technology

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