IFS Blog

Propel 2019: Your FAQs, Answered

Posted by Tracie Hummel on Jul 2, 2019 4:05:53 PM

It's hot and humid in North Carolina right now, but in just a few short months, fall will be here in all its glory. Fall really is the best time in North Carolina and a huge reason we've decided to host Propel 2019, our annual user conference, in our home state once again. If you're wondering what Propel is all about, check out the event site for all the deets or read our recap from last year's event. For those who haven't yet registered, here are some of the FAQs we've been getting to help you make the decision to attend!

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Topics: IFS News, IFS Events

Scorching Temps, Sizzling Tech: Pershing INSITE 2019 Roundup

Posted by Tracie Hummel on Jun 21, 2019 10:58:23 AM

Several members of the IFS team had the pleasure of participating in Pershing’s INSITE 2019 last week in Phoenix. The conference featured 36 breakout sessions, 4 professional development workshops, 48 showcase stage presentations, a booming exhibit hall and a wealth of “inspiration, learning and networking.” Our CEO Tim Parsons and Managing Director of Product Strategy Ray Mulligan, along with Account Director Shaun Christensen, braved the desert to attend the financial advice community’s leading conference. As scorching as the weather was, we also got to take part in showing off some sizzling technology and participate in hot conversations around digital transformation, client onboarding and so much more. Here are our top takeaways from INSITE 2019:

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Topics: Onboarding, New Account Opening, IFS Events, conferences, technology, Brokerage, Financial Services, Industry News, industry events

Propel 2018: User Group Recap

Posted by Tracie Hummel on Nov 9, 2018 2:17:21 PM
Thank you to the more than 50 attendees who joined us in our own 'backyard,' Charlotte, NC, for our second annual in-person user group meeting late last month. Representatives from 13 of our client and partner organizations participated in Propel 2018 and provided invaluable feedback to our product and client service teams. We truly appreciate the candid input and all we learned from our customers throughout
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Topics: Financial Services Industry, IFS Events, financial services, technology, Propel 2018

Top 5 Reasons to Attend Propel 2018

Posted by Tracie Hummel on Aug 29, 2018 8:10:45 AM

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: 

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Topics: IFS Events, conferences, user group, FinTech, financial services, technology, Propel 2018

Year 2 at NAILBA

Posted by Roy Goodart on Nov 27, 2017 1:50:25 PM

We were excited to be at NAILBA this year for our second time and it was great for so many reasons--but mostly, to see some old friends that we’ve known for many years and meet some new ones that we hope to share experiences with for years to come. It was also great to have an opportunity show the industry how far we’ve come and to hear the positive feedback about our offerings.

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Topics: IFS Events, eDelivery, insurance industry, Annuva, Annuity Maintenance, expedite

Impact 2017: User Group Meeting In Review

Posted by Tracie Hummel on Nov 15, 2017 3:52:46 PM

We hosted our inaugural user group meeting last week in Minneapolis, Minnesota, and wanted to share some of the highlights from the event. Thanks to everyone who made Impact 2017 such a success! And a special thanks to the team at Ameriprise for graciously hosting! We are already looking forward to Impact 2018. 

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Topics: IFS Events, user group

Conference Recap: ACORD 2017

Posted by Mary Heimlich on Nov 2, 2017 1:56:05 PM

IFS attended the ACORD 2017 conference, which was held October 24 – 26 in Boston, Massachusetts. The attendees included hundreds of individuals representing insurance carriers, distribution partners, and solution providers. The agenda consisted of several general sessions and break out discussions with the goal to educate, collaborate and move the ACORD standards forward.

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Topics: IFS Events, insurance, conferences

Takeaways from the LIDMA 2017 Conference

Posted by Roy Goodart on Sep 29, 2017 12:56:32 PM

Unless you’ve been living in a cave for the past ten years you’ve seen a segment of the life insurance industry grow by leaps and bounds.  This area has to do with direct marketers who sell primarily over the web.

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Topics: IFS Events, insurance industry, conferences

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

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