From the podcast stage to live demos and panels full of the biggest names in the industry, In|Vest 2019 was the place to be last week for the financial services industry. We had the honor of attending the conference for the first time and participating as a demo sponsor. With a conference this size and scale, it’s easy to get lost in the shuffle, but SourceMedia did a fantastic job curating a cohesive event and attracting true industry leaders to share their insights and expertise and spark meaningful dialogue.
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:
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!
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:
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.
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.
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.
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!
Topics: Industry Awards
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.
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.