IFS Blog

Tracie Hummel

Marketing Manager, Impact Financial Systems
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Recent Posts

[Whitepaper] Knocking Down eDelivery Challenges

Posted by Tracie Hummel on Sep 5, 2018 10:47:34 AM

We are excited to let you know that we have a new whitepaper available on how insurance carriers can "knock down" some of the common challenges associated with eDelivery. Click the button below to download your free copy of the whitepaper and learn how your firm can: 

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Topics: insurance, eDelivery, expedite, whitepaper

Top 5 Reasons to Attend Propel 2018

Posted by Tracie Hummel on Aug 29, 2018 8:10:45 AM

In a little less than two months, IFS application users from across the country will descend upon Charlotte, NC, for IFS's annual user group meeting, Propel 2018. As we make the final preparations for this year's event, which will be held October 24-October 25, we are reflecting on last year's meeting in Minneapolis, MN. Here is just some of the feedback we received from last year's participants: 

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Topics: IFS Events, conferences, user group, FinTech, financial services, technology, Propel 2018

New Feature Spotlight: Enhanced Document Storage Capabilities

Posted by Tracie Hummel on Aug 7, 2018 9:40:12 AM

We are excited to announce enhanced document storage capabilities that will be available as part of the 7.15 release of the IFS Automation Platform. We continue to support interfaces with on-premise document management and storage solutions, including Microsoft Sharepoint, Docupace, Documentum, as well as firm-specific solutions.

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Topics: FinTech, financial services, technology

Registration Now Open for Propel 2018

Posted by Tracie Hummel on Aug 1, 2018 11:50:31 AM

Registration for Propel 2018, our annual user group meeting, is now open! IFS clients are invited to attend this event, which is designed for IFS application users and financial services professionals interested in helping their firms increase efficiencies and create better client experiences with the IFS platform. This year, Propel will be held in our own backyard, Charlotte, NC, October 24-25, 2018. We look forward to connecting, collaborating, learning together, and showing off our hometown!

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Topics: user group, financial services, technology

Myth Busters: expedite Edition

Posted by Tracie Hummel on Jul 20, 2018 11:43:55 AM

There's a huge misconception out there: 4 out of 5 carriers believe that ePolicy Delivery is either too hard or big of a project to tackle. But it's not without good reason. Carriers are faced with a variety of road blocks when implementing ePolicy Delivery, and we are removing them with expedite. Here are some of the most common myths we hear about when helping clients implement ePolicy delivery.

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Topics: eDelivery, expedite, insurtech, FinTech

How Integration Can Simplify Account Maintenance 

Posted by Tracie Hummel on May 15, 2018 10:03:00 AM

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:

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Topics: Financial Services Industry, integration, FinTech, technology

Top 6 Characteristics of Successful Onboarding Programs

Posted by Tracie Hummel on Apr 18, 2018 10:25:00 AM

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:

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Topics: Onboarding, Financial Services Industry, FinTech, best practices

[Whitepaper] Improving Advisor and Client Experiences Through Integration 

Posted by Tracie Hummel on Mar 22, 2018 8:48:00 AM

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. 

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Topics: Business Process Automation, integration, FinTech, financial services

Impact 2017: User Group Meeting In Review

Posted by Tracie Hummel on Nov 15, 2017 3:52:46 PM

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. 

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Topics: IFS Events, user group

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

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