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.
We are thrilled to be hosting our first ever user group meeting later this year. Impact 2017 will be held in Minneapolis, MN, November 7-8, and registration is now open! Impact 2017 is exclusively for IFS clients and financial services executives who are interested in increasing efficiencies and creating better client experiences with the IFS platform. At Impact 2017, you'll have the opportunity to:
Topics: IFS Events
In 1983, Motorolla released the Motorolla DynaTAC 8000X. On the market for $4000, It was the first commercial mobile phone and offered a mere 30 minutes of talk time. Fast forward a few decades, and smartphones are more common than toilets (this is true: more people in the word have phones than toilets). A stark contrast to 30 minutes of daily talk time, today, the average person unlocks his or her cell phone 110 times per day.
In our last blog post, we shared and explored the top 8 trends that are currently influencing wealth management onboarding. One of those trends is so pervasive and impactful that we felt it deserved its own blog post. That trend is the overwhelming shift towards integrated client onboarding experiences. Like we mentioned in our last post, firms have historically viewed the client onboarding process as a standalone process. But, today, firms are taking a broader, more client-centric view of the onboarding process.
As everyone in wealth management knows, the onboarding process is the first step towards a great client relationship. If all goes well, it builds the foundation for a long and mutually beneficial future for the client, advisor and firm. Because the onboarding process really begins with the first contact with an advisor, a negative experience could make a bad first impression, or, worse, cost you the client.
If you're attending the American Fraternal Alliance Spring Symposium next week, let us know! Roy Goodart and Scott Hunter will be representing IFS and discussing how expedite is helping fraternal organizations modernize their document delivery.