IFS Blog

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

'Tis the Season: IFS Highlights from 2018

Posted by Tracie Hummel on Dec 19, 2018 2:58:45 PM

As another year comes to a close, we are pausing to reflect on the highlights, challenges, acheivements and lessons learned from 2018. 2018 was an exciting year filled with expansion and innovation for IFS, and we are grateful to our clients, partners and employees who made it another successful year. In this post, we are sharing our top highlights from 2018. Feel free to comment with your highlights from the year.

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Topics: IFS News, Financial Services Industry, FinTech, technology

2018: The Financial Services Industry Plays Capture the Flag

Posted by Ray Mulligan on Dec 5, 2018 11:54:00 AM

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. 

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Topics: Financial Services Industry, FinTech, technology

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

New Feature Spotlight: Enhanced Document Storage Capabilities

Posted by Tracie Hummel on Aug 7, 2018 9:40:12 AM

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.

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Topics: FinTech, financial services, technology

Registration Now Open for Propel 2018

Posted by Tracie Hummel on Aug 1, 2018 11:50:31 AM

Registration for Propel 2018, our annual user group meeting, is now open! IFS clients are invited to attend this event, which is designed for IFS application users and financial services professionals interested in helping their firms increase efficiencies and create better client experiences with the IFS platform. This year, Propel will be held in our own backyard, Charlotte, NC, October 24-25, 2018. We look forward to connecting, collaborating, learning together, and showing off our hometown!

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Topics: user group, financial services, technology

How Integration Can Simplify Account Maintenance 

Posted by Tracie Hummel on May 15, 2018 10:03:00 AM

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:

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Topics: Financial Services Industry, integration, FinTech, technology

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