IFS Blog

[Whitepaper] Improving Advisor and Client Experiences Through Integration 

Posted by Tracie Hummel on Mar 22, 2018 8:48:00 AM

We are excited to let you know that we have a new whitepaper available. The whitepaper, "Improving Experiences by Connecting, Sharing and Enhancing Technologies Through Digital Integation," discusses the benefits of integrating the technologies your wealth management firm uses to manage the customer lifecycle and advice ecosystem. These include your lead generation tools, CRM, financial planning tools, turnkey asset management programs and more. It also explores the risks of not integrating these technologies. Most importantly, it discusses how IFS's integration approach is unique and leads to better experiences for all stakeholders, including your firm, your advisors and your end investors. 

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Topics: Business Process Automation, integration, FinTech, financial services

Top 10 InsurTech Blogs to Follow

Posted by Tracie Hummel on Apr 26, 2017 1:21:45 PM

As we prepare for the launch of Annuva (for annuity maintenance) and expedite (for ePolicy delivery) in the coming months, we will begin posting more insurance and InsurTech content on our blog. Last year, we published this post on the top financial services blogs to follow. Not only has this blog post been one of the most viewed we’ve written, it’s also served as a great resource for FinServ and FinTech industry news, trends and commentary. We’ve decided to do the same for InsurTech as we launch more products for the insurance industry. This roundup of blogs represents the best commentary, insight and news in the insurance space:

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Topics: Tips & Tricks, Business Process Automation, Financial Services Industry, insurance industry

IFS Launches CRM Integration with Process Automation Solutions

Posted by Tracie Hummel on Sep 1, 2016 2:05:09 PM

IFS recently announced new integration capabilities between its process automation solutions for onboarding, account maintenance, asset movement and other processes, and client's CRM tools. With the CRM integration, financial services firms can make the most of existing data stored in your firm's CRM and open accounts and complete other requests quicker and easier. 

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Topics: Business Process Automation, Onboarding, IFS News, Asset Movement

Top 10 Financial Services Blogs to Follow

Posted by Tracie Hummel on Aug 4, 2016 10:48:43 AM

The Internet is a treasure trove of information and insight especially for financial services professionals who enjoy web browsing. We’ve compiled a list of the top blogs for financial services professionals to follow. These blogs cover a wide range of topics such as industry news and trends, commentary and FinTech. Whether you’re an advisor, IT professional, or in an executive position for a firm, these blogs will ensure you’re well-equipped to help your clients meet their investment objectives in today’s constantly evolving landscape.

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Topics: Tips & Tricks, Business Process Automation, Financial Services Industry

Why Agile Development is a Must for Process Automation - Part 2

Posted by Tracie Hummel on Jul 27, 2016 2:03:23 PM

In the first post of this series, we explored the overall benefits of agile methodology, and explored how an agile approach can be beneficial to financial services firms who want to implement some sort of process improvement/automation solution, but aren’t sure where to start or what to ask for. This post will explore the opposite challenge—when firms think they know exactly what they want in their solution from the beginning. We’ll call this Scenario B.

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Topics: Business Process Automation

IFS Client Reports Successful Tax Season Thanks to IFS Technology

Posted by Tracie Hummel on Jun 3, 2016 8:51:05 AM

*Post written by Shaun Christensen, an IFS Project Manager

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Topics: Tips & Tricks, Business Process Automation, Financial Services Industry

How Financial Services Firms Can Make the Most of their CRM

Posted by Tracie Hummel on Jun 1, 2016 9:24:38 AM

According to a survey conducted by Schwab Advisor Services and published in Financial Advisor Magazine, less than 20 percent of financial advisors believe their firm is doing the most they can with their CRM system. The same survey indicated that 98 percent of advisors most often use their CRM to store client information, and 61 percent use their CRM to prepare and send client communications. While these two functions are powerful capabilities of a CRM, they only scratch the surface of what financial services firms could do with their existing CRM.

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Topics: Business Process Automation, Onboarding, Case Studies

What Does a Cup of Coffee Have to Do with Client Onboarding?

Posted by Ray Mulligan on May 25, 2016 10:09:49 AM

In this series of blog posts, we are exploring the reason why organizations go through the effort, expense and disruption of pursuing process automation projects. This post explores our thought process when we think about end-to-end process efficiency in automation efforts.

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Topics: Business Process Automation, Onboarding, Useful Resources

Top 5 Reasons Every Insurance Company Should be Focusing on Process Automation

Posted by Tracie Hummel on Apr 20, 2016 11:56:16 AM

process automation for insuranceWith so many emerging enterprise technologies, it’s difficult for today’s insurance companies to determine which systems will bring real value to their firm. And, in today’s competitive landscape, insurance distributors and carriers are looking for ways to lower their costs by streamlining operations, while enhancing customer service and attracting top talent. Insurance operations are complex—from new business to policy administration and account maintenance, operations professionals juggle numerous components of the insurance cycle.

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Topics: Business Process Automation

Why Agile Development Is A Must for Process Automation Projects - Part I

Posted by Tracie Hummel on Mar 22, 2016 9:36:04 AM

As its name suggests, agile development methodology requires a level of flexibility and adaptability. Professionals from any industry who have embarked on a process automation project or solution implementation know that the success of their project is dependent on a commitment to flexibility. But this is especially true for financial services firms. Between the evolving expectations of today’s investors and the constantly changing regulatory landscape, flexibility is vital.

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Topics: Business Process Automation, New Account Opening, Financial Services Industry, Useful Resources

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