IFS Blog

Tracie Hummel

Marketing Manager, Impact Financial Systems
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Recent Posts

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

Propel 2018: User Group Recap

Posted by Tracie Hummel on Nov 9, 2018 2:17:21 PM
Thank you to the more than 50 attendees who joined us in our own 'backyard,' Charlotte, NC, for our second annual in-person user group meeting late last month. Representatives from 13 of our client and partner organizations participated in Propel 2018 and provided invaluable feedback to our product and client service teams. We truly appreciate the candid input and all we learned from our customers throughout
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Topics: Financial Services Industry, IFS Events, financial services, technology, Propel 2018

[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

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