IFS Blog

Top 5 Reasons to Attend Propel 2018

Posted by Tracie Hummel on Aug 29, 2018 8:10:45 AM

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: 

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Topics: Propel 2018, IFS Events, financial services, technology, FinTech, user group, conferences

New Feature Spotlight: Enhanced Document Storage Capabilities

Posted by Tracie Hummel on Aug 7, 2018 9:40:12 AM

We are excited to announce enhanced document storage capabilities that will be available as part of the 7.15 release of the IFS Automation Platform. We continue to support interfaces with on-premise document management and storage solutions, including Microsoft Sharepoint, Docupace, Documentum, as well as firm-specific solutions.

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Topics: technology, FinTech, financial services

Registration Now Open for Propel 2018

Posted by Tracie Hummel on Aug 1, 2018 11:50:31 AM

Registration for Propel 2018, our annual user group meeting, is now open! IFS clients are invited to attend this event, which is designed for IFS application users and financial services professionals interested in helping their firms increase efficiencies and create better client experiences with the IFS platform. This year, Propel will be held in our own backyard, Charlotte, NC, October 24-25, 2018. We look forward to connecting, collaborating, learning together, and showing off our hometown!

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Topics: technology, user group, financial services

[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, financial services, FinTech

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