The wealth management industry has experienced an explosion of financial technology - all offering financial firms and advisors opportunities to improve their business operations and serve clients better. Many firms and advisors are frustrated that their applications do not communicate with each other or share data, thus limiting the potential benefits, such as increased efficiencies, better user experiences, and the ability to maximize technology investments. IFS brings the entire client life cycle full circle, helping firms realize the maximum benefits of all of their technology investments. 

Improving Experiences by Connecting, Sharing, and Enhancing Technologies Through Digital Integration

The business process automation landscape is littered with failed projects, runaway costs and unmet expectations. This whitepaper will help you understand more about the complexities and challenges associated with process automation projects and will help you determine when and how to pursue automation initiatives, offering the highest returns on your investment.

Getting the Most Out of Process Automation Projects: How to Ensure the Return Outweighs the Investment

Customer Relationship Management and automated Onboarding solutions are key technologies that can be used to enhance the client relationship and make life easier for advisors. This whitepaper explores the differences and benefits of each technology, explains how and when to use each, and demonstrates how the two can work together for the benefit of end investors.

Using Customer Relationship Management and Onboarding Solutions to Improve the Customer Experience?

Advancing technologies have increased the expectations of investors and their advisors. This whitepaper explores the benefits of two critical emerging technologies in the financial services sector: mobile support and electronic signatures.

Mobile Support & Electronic Signatures: Using Emerging Technologies to Enhance the Advisor-Client Relationship

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Davidson, NC 28036
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