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  • IFS

Propel 2019: 3rd Annual User Conference Recap

Propel 2019 was a huge hit this year as we welcomed clients, partners, and sponsors to the BB&T Ballpark in Charlotte, NC. Thank you to everyone for making our third annual user conference a huge success. We welcomed representatives from 20 client and partner organizations, as well as welcomed 6 sponsors to this year’s conference. We would like to say thank you to Quik, Fresh Consulting, Spark, Advisor Innovation Labs, Fundkeeper, and NOVON Consulting for supporting and participating in Propel 2019!

BB&T Ballpark, Charlotte, NC

At Propel 2019, we welcomed all attendees to the BB&T Ballpark for a day and a half of panel discussions, breakouts, and sessions geared towards collaboration and engagement with clients. We welcomed Craig Iskowitz to lead the "Client Self-Service/Digital Advice" panel discussion that included thought leaders from Ameriprise, Advisor Group and Cetera, as well as a very thought provocative and informative session discussing current trends in wealth management. Richard Walker from Quik! also lead an engaging session with clients about eliminating the need for paper and overall efficiency. We appreciate all our client’s participation during the duration of the conference. As we reflect on all conversations and input from attendees, we look forward to putting into practice some of the exciting takeaways discussed during this year’s conference.

Craig Iskowitz (Ezra Group) and Richard Walker (Quik!)

Along the way we enjoyed multiple networking opportunities such as the happy hour sponsored by Quik! at Merchant and Trade. It was a wonderful way to end the day with great conversations, views, food, and drinks!

Merchant & Trade

Thank you to everyone who helped make this year a success. We look forward to hosting you again at Propel 2020! Please view the links below for content and more pictures of #IFSPropel2019!

Click HERE to view the full Propel 2019 photo album.

Click HERE to download the Propel 2019 slide deck.

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