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-value investors, as well as ensure that your onboarding process is efficient and accurate.
IFS delivers high-performance business process automation solutions that meet our clients’ unique needs through a combination of our best-in-class solutions, technology and services.
IFS provides business process automation solutions that increase efficiency across every service delivery channel.
Built by financial services veterans, IFS proudly serves the brokerage, wealth management and insurance industries.
Our platform allow users to quickly, cost-effectively and accurately build and maintain automation solutions.
A critical component of our mission is our commitment to delivering superior support and services.
Learn how a nationwide financial services firm improved operational efficiency, strengthened regulatory compliance automation and simplified their new account opening process with IFS's onboarding solution.