IFS Blog

[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 Selected as Finalist for the 2016 NC Tech Awards

Posted by Tracie Hummel on Sep 15, 2016 11:16:30 AM

For the third consecutive year, IFS has been selected as a finalist for the NC Tech Awards, North Carolina's largest and most presitigious statewide technology awards program. This year, IFS was named as a finalist for the "Software" category, which recognizes companies who have demonstrated strong performance and achieved a milestone of noteable success over the past year. Last year, IFS won the 2015 "Fast Growth - Small" category, which honors the state's most rapidly growing technology companies.

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Topics: IFS News

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

IFS Launches CRM Integration with Process Automation Solutions

Posted by Tracie Hummel on Sep 1, 2016 2:05:09 PM

IFS recently announced new integration capabilities between its process automation solutions for onboarding, account maintenance, asset movement and other processes, and client's CRM tools. With the CRM integration, financial services firms can make the most of existing data stored in your firm's CRM and open accounts and complete other requests quicker and easier. 

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Topics: Business Process Automation, Onboarding, IFS News, Asset Movement

IFS Named to the Inc. 5000

Posted by Tracie Hummel on Aug 18, 2016 9:10:03 AM

Earlier today, IFS was named to the 2016 Inc. 5000 list of fastest growing private companies for the third consecutive year. According to Inc. Magazine “the list represents the most comprehensive look at the most important segment of the economy—America’s independent entrepreneurs.” Only a small percentage of companies make the list three consecutive years. IFS ranked No. 2505 on this year's list.

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Topics: IFS News

[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

New Partnership Announcement - IFS & FIS

Posted by Tracie Hummel on Jun 9, 2016 3:27:59 PM

Early this week FIS, a global leader in financial services technology, officially announced the reseller agreement between IFS and FIS. Through the agreement, IFS and FIS will offer broker-dealers, clearing firms, and other financial services firms fully integrated solutions for onboarding new clients and accounts, maintaining accoutns, moving money and securities and other related brokerage process automation solutions.

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Topics: IFS News

Transforming Asset Movement Through Technology - IFS Client Wins Industry Award

Posted by Tracie Hummel on Jun 8, 2016 3:49:50 PM

We are excited to announce that one of our clients was recently awarded the 2015 Chairman's Award for their use of the IFS Asset Movement Solution. The award honors outstanding accomplishments and exceptional service for a variety of categories including product development, client servicing and technology. 

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Topics: IFS News

IFS Selected as a Finalist for FTF News Technology Innovation Awards

Posted by Tracie Hummel on Mar 9, 2016 3:31:29 PM

IFS is excited to be nominated as a finalist for the FTF News Technology Innovation Awards 2016 in the “Best Client Services Solution” category. This award recognizes solution providers who focus attention on the proper care of clients through the onboarding process, KYC data and support. We are proud to receive this honor for our onboarding solutions for financial services firms, and are grateful to our clients and partners, who help us ensure that our solutions meet the needs of today’s investors and advisors. 

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Topics: IFS News

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