IFS Blog

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

What is The Difference Between a CRM and an Onboarding Solution?

Posted by Tracie Hummel on Feb 18, 2016 4:10:11 PM

In today’s competitive landscape, financial services firms are looking to technology to improve client relationships. Two of the most common technologies used to manage the client experience are Customer Relationship Management (CRM) solutions and New Account Opening/Onboarding solutions. Some firms fall into the trap of using one technology solution to manage all of the requirements and challenges that come along with opening new investment accounts.

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

Webinar: Onboarding Best Practices That Improve the Process from the Front to the Back Office

Posted by Tracie Hummel on Feb 10, 2016 12:03:49 PM

Some of the greatest challenges operations professionals face at financial services firms stem from fragmentation between front and back office systems and staff. This fragmentation can be especially costly during the onboarding process, when these two departments must work in orchestra to open and fund new accounts in a timely manner. Without the necessary tools and practices in place to unify front and back office staff, the onboarding process is susceptible to inefficiencies including administrative errors and lack of or miscommunication. As a result, the amount of time it takes to open accounts is increased, customers become frustrated and valuable staff are caught up in administrative functions instead of value-add ones.

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Topics: Tips & Tricks, Onboarding, IFS News, Financial Services Industry, Useful Resources, IFS Events

Best Financial Services Industry Publications, Resources & Groups

Posted by Tracie Hummel on Jan 28, 2016 2:06:45 PM

In our recent blog post about financial services industry trends for 2016, we mentioned that one of the best ways to ensure that your firm is adapting to the constantly evolving landscape is to follow all of the industry focus groups, committees and publications.

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Topics: Financial Services Industry, Useful Resources