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:
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.
We hosted our inaugural user group meeting last week in Minneapolis, Minnesota, and wanted to share some of the highlights from the event. Thanks to everyone who made Impact 2017 such a success! And a special thanks to the team at Ameriprise for graciously hosting! We are already looking forward to Impact 2018.
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).
Topics: IFS News
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.
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.
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.
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.