Process Automation | IFS

IMPACT FINANCIAL SYSTEMS

Business Process Automation
Solutions Delivered - On Time, On Budget.

AUTOMATION DELIVERED

IFS is transforming financial service technology, empowering advisors to provide excellent services to their clients, and to increase automation and efficiency. Our solutions provide users with a single, user-friendly environment for straight-through processing and a consistent experience across multiple custodians, because your agents should be busy focusing on relationships, not paperwork.

ONBOARDING

Automate account opening and streamline the initial customer experience, from first contact through funding their account.

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ASSET MOVEMENT

Process advisor or investor-initiated transaction quickly and efficiently.

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MAINTENANCE

Ensure that your teams can manage user accounts with ease.

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TRANSITIONS

Help new advisors to simplify the onboarding of their book of business.

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ONBOARDING

THE

ONBOARDING EXPERTS

How can we help? IFS offers the only complete onboarding automation solution in the financial services industry. Transform the tedious, regulation-intensive and error-prone process of onboarding and make it a competitive advantage that will help you attract talented advisors and high-level investors, as well as ensure that your onboarding process is efficient and accurate.