IFSAutomation

Helping financial services firms automate and innovate onboarding, money movement and other business processes.

[IFSAutomation @IFSAutomation]

Thrilled to announce that IFS has officially joined the @iPipeline family!

https://t.co/0CazgtoalC

[Craig Iskowitz @craigiskowitz]

Is there a way to move to a new firm that isn’t a grueling task for you and your client?

Advisor Transitions During a Pandemic via @IFSAutomation

https://t.co/EUxY54rECN

[IFSAutomation @IFSAutomation]

A couple #keys to a successful advisor transitions experience:

1. Client experience (C/X)
2. Speed and precision of account opening, and
3. Proper support for compliance and suitability.

https://t.co/WbMHIIEA9c

[IFSAutomation @IFSAutomation]

Is there a way to move to a new firm that isn’t a grueling task for you and your client?

https://t.co/WbMHIIEA9c

[IFSAutomation @IFSAutomation]

We’re Drowning in Forms: How a Data-Centric View Can Save Us
https://t.co/l7BQKXeaoh

[IFSAutomation @IFSAutomation]

#COVID19 has reshaped the world and every business along with it. Advisors need to take action by improving their client-facing experiences to serve their client’s new financial needs.

https://t.co/9Oo7Yjtx6G

[IFSAutomation @IFSAutomation]

We are #hiring a Solution Analyst with a desire to help customers improve their business processes. View the full job description below or visit https://t.co/PbrJQstDCF

To apply, send your resume to [email protected]!

https://t.co/2NMFBotD0n

[IFSAutomation @IFSAutomation]

https://t.co/ml2xY1OIRH

[IFSAutomation @IFSAutomation]

As part of our commitment to security, IFS is proud to announce the successful completion of the SOC 2 Type II Audit.

#datasecurity #soc2 #security #audit #IFS #CyberSecurity

https://t.co/ml2xY1OIRH

[Craig Iskowitz @craigiskowitz]

While everyone is getting a taste of #WorkFromHomeLife
let’s get rid of a few anachronisms that have migrated into the digital world like virtual forms! Free Your Data! Via @IFSAutomation

https://t.co/zfJQEdvGN7

[IFSAutomation @IFSAutomation]

Why do we still use the term "paperwork" for digital forms? Here is a great #WFH read on eliminating virtual forms and freeing the data.
https://t.co/l7BQKWWzwJ

[IFSAutomation @IFSAutomation]

Data is Driving Our Future So Leave the Forms Behind

https://t.co/l7BQKXeaoh

[IFSAutomation @IFSAutomation]

Our team had a great time representing IFS as a sponsor of #OneVoice2020. Thanks for having us, @FSIwashington!

[IFSAutomation @IFSAutomation]

IFS is serious about security, working together with others at Financial Services Institute (FSI) #OneVoice2020 this week.

#cybersecurity #digitaltransformation #fintech #IFS

[IFSAutomation @IFSAutomation]

We are thrilled to be participating in @FSIwashington's #OneVoice2020 next week. IFS's Tim Parsons, Ray Mulligan, Travis Champion, & Shaun Christensen will all be in attendance. We look forward to seeing you in San Diego! #DigitalTransformation #networking #fintech #Conferences

[SIGNiX @signixplatform]

IFS Partners with SIGNiX to Streamline the Digital Signature Process
https://t.co/RBXOlTAnQK

[IFSAutomation @IFSAutomation]

“IFS’ integration with @signixplatform expands on our vision of delivering the highest levels of efficiency, security, usability and total digital enablement to the wealth management industry" - Travis Champion

[IFSAutomation @IFSAutomation]

IFS Partners with @signixplatform to Streamline the Digital Signature Process https://t.co/fBz9997RBk

[IFSAutomation @IFSAutomation]

#IFS will be at #OneVoice2020, January 27-29, in San Diego, and we hope to see you there! #conference #FinancialServices #networking

[Fin. Svcs. Institute @FSIwashington]

Only 2 weeks until #OneVoice2020! We're looking forward to seeing everyone! https://t.co/43t9RmQy31

[Quik! @QuikForms]

2019 was a year of growth:
Launch of Quik! Forms App – our new turnkey product
Better Integrations – @RedtailCRM, @salesforce, @EbixInc @EbixSmartOffice, @DocuSign, @signixplatform
New Partners Went Live – @formslogic & @IFSAutomation
Team Growth – our team grew by 20+%
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