Propel 2019 was a huge hit this year as we welcomed clients, partners, and sponsors to the BB&T Ballpark in Charlotte, NC. Thank you to everyone for making our third annual user conference a huge success. We welcomed representatives from 20 client and partner organizations, as well as welcomed 6 sponsors to this year’s conference. We would like to say thank you to Quik, Fresh Consulting, Spark, Advisor Innovation Labs, Fundkeeper, and NOVON Consulting for supporting and participating in Propel 2019!

BB&T Ballpark, Charlotte, NC

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.

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.

In a little less than two months, IFS application users from across the country will descend upon Charlotte, NC, for IFS's annual user group meeting, Propel 2018. As we make the final preparations for this year's event, which will be held October 24-October 25, we are reflecting on last year's meeting in Minneapolis, MN. Here is just some of the feedback we received from last year's participants: 

IFS attended the ACORD 2017 conference, which was held October 24 – 26 in Boston, Massachusetts. The attendees included hundreds of individuals representing insurance carriers, distribution partners, and solution providers. The agenda consisted of several general sessions and break out discussions with the goal to educate, collaborate and move the ACORD standards forward.

Unless you’ve been living in a cave for the past ten years you’ve seen a segment of the life insurance industry grow by leaps and bounds.  This area has to do with direct marketers who sell primarily over the web.

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.