IFS Blog

How Integration Can Simplify Account Maintenance 

Posted by Tracie Hummel on May 15, 2018 10:03:00 AM

Integration is known for simplifying, de-cluttering and streamlining processes, but it's often not until you see a specific example, or integration in action, that you're able to see the power of integration. This blog post explores the benefits of integration, specifically as it relates to account maintenance for the wealth management space. Some of the content is borrowed from our whitepaper, "Improving Experiences by Connecting, Sharing and Enhancing Technologies Through Digital Integration." You can download your copy of the full whitepaper by clicking the button below:

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Topics: Financial Services Industry, integration, FinTech, technology

Top 6 Characteristics of Successful Onboarding Programs

Posted by Tracie Hummel on Apr 18, 2018 10:25:00 AM

Over the past 16 years of providing automated onboarding solutions to brokerage and wealth management firms, we've learned a thing or two (or six) about what makes an onboarding program successful. We have been fortunate to work with some of the most innovative financial services firms, and have been able to see how onboarding has transformed over the past two decades. Client and advisor expectations are at an all-time high, and the pressure is on firms to provide innovative, streamlined, user-friendly experiences, beginning with the account opening process. We teamed up with some of our clients to create this list of top characteristics of successful onboarding programs:

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Topics: Onboarding, Financial Services Industry, FinTech, best practices

2017 In The Rear View - Populism Overtakes Financial Technology 

Posted by Ray Mulligan on Jan 9, 2018 10:05:10 AM

Trickle-down technology

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Topics: Financial Services Industry

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

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

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

Highlights from SIFMA OPS 2016

Posted by Tracie Hummel on May 18, 2016 10:07:01 AM

Earlier this month, several members of the IFS team had the opportunity to attend SIFMA’s Annual Operations Conference & Exhibition in Miami Beach, Florida. Not only did our team members get a healthy dose of sunshine, but they also enjoyed numerous educational sessions and panels on the latest operations and technology trends in financial services. Although it was difficult to choose, here are our top highlights from this year’s event:

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Topics: Financial Services Industry, IFS Events

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

The ROI of Process Automation - Part I

Posted by Ray Mulligan on Mar 16, 2016 12:13:19 PM

Why go through the costs and change that process automation projects bring?

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Topics: Business Process Automation, Onboarding, Financial Services Industry

Webinar On Improving Onboarding for Financial Services

Posted by Tracie Hummel on Mar 10, 2016 11:34:57 AM

Last Thursday, we hosted a webinar “Effective Onboarding Practices: Improving Your Firm’s Most Critical Business Process.” In the webinar, members of our product team Ray Mulligan and Randy Barnes guides participants through the onboarding process from the front to the back office and provided tips for improving any wealth management firm’s onboarding system.

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Topics: Tips & Tricks, Onboarding, New Account Opening, Financial Services Industry, Useful Resources

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