Wow, what a year of everyone running towards the same flag at the top of the hill! Trillions of dollars in assets are up-for-grabs, and the transfer of assets is taking place. Just like in the dot-com era, where we heard much about counting eyeballs, this race is about capturing assets.
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:
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.
There's a huge misconception out there: 4 out of 5 carriers believe that ePolicy Delivery is either too hard or big of a project to tackle. But it's not without good reason. Carriers are faced with a variety of road blocks when implementing ePolicy Delivery, and we are removing them with expedite. Here are some of the most common myths we hear about when helping clients implement ePolicy delivery.
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:
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:
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.