IFS Blog

Recapping In|Vest 2019

Posted by Tracie Hummel on Jul 25, 2019 10:52:05 AM

From the podcast stage to live demos and panels full of the biggest names in the industry, In|Vest 2019 was the place to be last week for the financial services industry. We had the honor of attending the conference for the first time and participating as a demo sponsor. With a conference this size and scale, it’s easy to get lost in the shuffle, but SourceMedia did a fantastic job curating a cohesive event and attracting true industry leaders to share their insights and expertise and spark meaningful dialogue.

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Topics: conferences, Financial Services, Industry News, industry events, In|Vest 2019

Be Our Guest @ In|Vest: 3 Things to Look Forward to at In|Vest 2019

Posted by Tracie Hummel on Jul 9, 2019 9:29:12 AM

We can't wait to take the Big Apple by storm next week at In|Vest 2019. This will be our first year at the conference and we can't wait to see what the most anticipated digital wealth event of the year has in store! Here are the top 3 things we are looking forward to next week at In|Vest 2019: 

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Topics: Financial Services, Industry News, industry 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

IFS @ Pershing INSITE 2019

Posted by Tracie Hummel on Jun 6, 2019 2:15:56 PM

Our team is gearing up for INSITE™ 2019 next week, so we wanted to share all the ways you can connect with the IFS team while you're in 'The Valley of the Sun,' and one easy way you could win an Apple Watch! Our CEO & Founder Tim Parsons, Managing Director of Product Strategy Ray Mulligan and Director Shaun Christensen will be representing IFS at the event. Here's how you can connect with us in Phoenix: 

>> Stop by our kiosk booth (T14) to hear about some exciting updates our Product Team is working on that are making our solutions even better and easier to implement
>> See a demo of our award-winning platform for onboarding, asset movement and more that is trusted by 4 of the top 5 leading BDs/networks
>> Schedule a 15-minute consultation at our kiosk booth (T14) with one of our digital transformation experts for your chance to win a Series 3 Apple Watch! Everyone who schedules a consultation and meets with one of our experts will be entered into the giveaway.

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Topics: conferences, industry events

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