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:

Read More

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:

Read More

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

[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. 

Read More

Topics: Business Process Automation, integration, FinTech, financial services

Welcome to the IFS Blog.

Subscribe to our blog for regular updates on business process automation, financial services and technology trends, news, information and more.

Our blog will give you first-hand access to: 

  • The latest in financial services and technology trends, news and resources
  • Helpful information so that you can make business processes more efficient
  • IFS product news and updates and company announcements

Subscribe to Email Updates

Recent Posts