The Luck of the IFS Client: St. Patrick's Day Edition

The Luck of the IFS Client: St. Patrick's Day Edition

Posted by Tracie Hummel on Mar 17, 2017 8:16:00 AM
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saint patricks day.pngIn honor of Saint Patrick's Day today, we wanted to dedicate a blog post to the holiday that celebrates all things Irish, especially good luck. But what exactly does business process automation have to do with "the luck of the Irish?" When we talk about the solutions we offer, we do our best to emphasize the benefits they bring to our amazing clients. In this post, we decided to take a twist on our usual approach by letting some of our wonderful clients share their experiences and the "luck" they've seen by working with us over the years.

The Luck of the IFS Client

#1: "Advisors are absolutely loving the IFS solution and the ability for their feedback to shape the tool. This is awesome news for all of us!" Senior Stakeholder, Asset Movement Project

#2: "Great to see the fantastic benefits our clients and employees will benefit from this work" Senior Stakeholder, New Account Opening Project

#3: "This tool is going to make things so much better for operations staff, our customers, and our entire organization." Internal Operations Staff, Asset Movement Project

#4: "Many advisors expressed satisfaction with their experience on the new asset movement system, noting efficiencies gained and appreciation for seeing their feedback incorporated into the solution." Senior Stakeholder, Asset Movement Project

#5: "Thank you for making our operations life easier!" Internal Operations Associate, Asset Movement Project

#6: "Our office is really pleased with the new asset movement tool thus far! We really like the ability to check in on the status of each request, compared to the old cash and journal request just going into orbit in outer space." Internal Operations Associate, Asset Movement Project

Want more?  You're in luck. Click the clover below to see all of our client testimonials and case studies.

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