Case Study at a Glance: Janney Montgomery Scott Improves Branch Office Servicing Levels with the IFS Account Manager for New Account Opening


Financial Services

Firm Size:
700+ Financial Advisors, 300,000+ Investors, 100+ Offices

Use Case:
Replace manual processes and embedded practices with IFS’s automated New Account Opening solution to increase efficiency and reduce delays and errors

Why IFS?
Highly flexible platform, brokerage expertise, and expert knowledge of process automation and back office systems integration


  • Implemented a new NAO application and standardized processes across 100+ branch offices
  • Collaborative approach between IFS team and members from various departments at Janney
  • Improved end-customer experience
  • Elimination of paper-intensive and error-prone processes


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