IFS Blog

IFS @ LIDMA 2017

Posted by Tracie Hummel on Sep 14, 2017 3:31:51 PM

We're excited for the 14th annual LIDMA Conference & Showcase coming up next week. For those of you who will be at the event in McLean, VA, we wanted to let you know about some exciting ways you can connect with IFS at LIDMA.

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Topics: IFS Events, conferences

Registration Open - Impact 2017

Posted by Tracie Hummel on Jul 20, 2017 8:52:00 AM

We are thrilled to be hosting our first ever user group meeting later this year. Impact 2017 will be held in Minneapolis, MN, November 7-8, and registration is now open! Impact 2017 is exclusively for IFS clients and financial services executives who are interested in increasing efficiencies and creating better client experiences with the IFS platform. At Impact 2017, you'll have the opportunity to:

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Topics: IFS Events

IFS @ the AFA Spring Symposium

Posted by Tracie Hummel on May 22, 2017 11:02:00 AM

If you're attending the American Fraternal Alliance Spring Symposium next week, let us know! Roy Goodart and Scott Hunter will be representing IFS and discussing how expedite is helping fraternal organizations modernize their document delivery. 

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Topics: Industry News, IFS Events, eDelivery

IFS @ IRI - Ops & Tech in Review

Posted by Tracie Hummel on May 11, 2017 4:14:14 PM

Last week, several members of our team had the opportunity to attend IRI Ops & Tech in New Orleans. We had a great time connecting with old and new friends, hearing about the latest trends and updates in the retirement income industry, and learning about IRI’s current and upcoming initiatives.

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Topics: IFS Events, insurance, Annuva, Annuity Maintenance


Posted by Tracie Hummel on Apr 17, 2017 9:45:00 AM

We are looking forward to IRI Ops & Tech in New Orleans, in just a few weeks. If you're attending the event, plan on attending our breakfast session on Thursday May 4 with Randy Barnes and Travis Champion. The session is titled "A World of Pure Automation: The Golden Ticket for the Future of the Retirement Income Industry." We'll present the session twice, once at 7:30 am and another at 8:10 am. We promise we'll make it worth waking up so early! See below for details on our session:

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Topics: IFS Events

Visit IFS at T3 in Las Vegas

Posted by Tracie Hummel on Oct 26, 2016 11:13:11 AM

IFS is excited to be a sponsor for the Technology Tools for Today Enterprise Conference, one of the largest gatherings of broker dealers to explore technology and enterprise solutions. If you'll be in Las Vegas next week for the conference next week, be sure to come by our exhibit at Booth 221 to learn about IFS's new offerings for DOL compliance and our proven automation solutions for onboarding, account maintenance, asset movement and managed accounts.

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Topics: IFS Events

[Webinar] DOL Advisor Toolkit: Product Reveal

Posted by Tracie Hummel on Sep 22, 2016 10:15:00 AM

Earlier this week, we announced the launch of our DOL Advisor Toolkit, a comprehensive solution for advisors to manage compliance with the DOL fiduciary rule. The toolkit includes a variety of features including account reviews, dynamic dashboards and client communication tools. Most importantly, the DOL Advisor Toolkit enables advisors to automate and execute a number of compliance actions such as executing disclosures, converting accounts or closing accounts. Ultimately, the DOL Advisor Toolkit enables advisors to gain a holistic view of their book of business and take a proactive approach towards compliance and help advisors select the products that make the most sense for them.

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Topics: IFS News, IFS Events, DOL Fiduciary Rule

IFS Partners with Ada Jenkins Center's LEARN Works Program

Posted by Tracie Hummel on Sep 7, 2016 9:30:29 AM

Each year, the IFS team tries to support at least one charity organization in the Davidson-LKN area to support through a donation drive. This summer, we decided to hold a Back To School-themed supply drive for one of our favorite Davidson-based organizations, the Ada Jenkins Center. The Ada Jenkins Center has a program called LEARN Works, which provides academic support and enrichment to local children who need it most. You can learn more about their great mission here. LEARN Works has provided academic development and personal growth for first through eighth graders for over 15 years.

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Topics: IFS News, IFS Events

[Webinar] Panel Discussion: Asset Movement Best Practices

Posted by Tracie Hummel on Jun 15, 2016 11:27:49 AM

Money movement is one of the most frequent requests for advisors and financial services firms. Between ACHs, ACATs, check disbursements, distributions, journals, wires and more, brokerage and wealth firms process millions of transactions each year. So, why is one of the most critical, common processes considered mundane instead of an opportunity to serve and impress clients?

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Topics: IFS News, IFS Events

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