Earlier this month, we attended an Aite Group webinar entitled “Top 10 Trends in Wealth Management.” During the webinar, the Aite team discussed the top 5 characteristics of FinTech companies, which, according to the independent research and advisory firm, are:
Friday the 13th is considered by many to be the most unlucky day of the year. The dreaded day has come once again, but this time, we have some good news. In recognition of today being Friday the 13th, we wanted to share 13 great things you can do with expedite, IFS's eDelivery system, specifically designed for the insurance industry. And, best of all? None of these 13 things require any luck at all on this Friday the 13th:
In Ray’s review of 2016, he highlighted some key events and topics that have not only impacted the FinTech landscape this year, but also served to provide some interesting new opportunities and innovations for 2017 and beyond. These topics were diverse and included the DOL Fiduciary Rule, Block Chain and Robo Advisors. In this post, I want to provide you with some insight and predictions for the FinTech space in 2017 based on the trends we saw in 2016.
Wow, what a year it has been! Financial Technology (“FinTech”) continues to move at a torrid pace. Change, evolve, adapt, respond, expand – the pressing demands and what is being delivered to meet those demands continue to amaze and astound.
Tax season can be a stressful time of year for everyone, but it's an especially painful time of year for brokerage and financial services operations professionals. With tax season just around the corner, we've compiled a list of the top challenges operations professionals face from January through April. Join us in the commiseration by telling us your most obnoxious tax season challenge! We will select one lucky winner, who will win a solution to help solve their problem. Submit your entry at the page below, and feel free to draw inspiration from our list of tax season challenges below.
Last week, we had the opportunity to attend NAILBA’s 35th Annual Meeting in Dallas, Texas. The meeting is one of the premier events for the independent life brokerage industry, and this year’s event was no different. One of the key takeaways this year was the rapid expansion of new technologies available to the life insurance industry. Today—more than ever before—life insurance carriers, agents and distributors have the ability to improve customer experiences, save money and maximize efficiency, all thanks to emerging technologies.
Everyday we work with clients to improve their processes. The processes may be different – client onboarding, account maintenance or money movement – but they all have one thing in common: they are all designed to streamline the work.
IFS is excited to be a sponsor for the 35th annual NAILBA conference in Dallas, TX, later this week. NAILBA is one of the largest gatherings for the independent life brokerage industry, and we look forward to meeting clients, partners and key industry players to better understand the needs of the life brokerage industry.
Last week, several of our team members of our prodcut and business development teams had the opportunity to attend the T3 Enterprise Conference in Las Vegas. In addition to all the Vegas fun, networking events and exhibit hall, one of the top highlights from the conference as our session on using technology to fight DOL-related fear. Our Director of Product Management Randy Barnes led the discussion on how technology can and should be used for DOL Fiduciary Rule compliance and demonstrated our DOL Advisor Toolkit, a comprehensive solution for DOL compliance.