Recently, one of our new clients dubbed their IFS project as "Project Gumby." We couldn't be more thrilled to be associated with Gumby--he's loved near and far for his good heart and kind nature. He's an every-man hero who always leaves a place better than how he found it. And, most importantly, Gumby is super flexible.
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.