A Virtual Event  |  November 12-16

Past Sessions – Available On Demand

November 12, 2020

iPipeline & IFS Together – What This Means for YOU!
Larry Berran, CEO, iPipeline
Tim Parsons, SVP R&D, Former IFS CEO

Propel 2020 kicked off with a “State of the Business” keynote address featuring iPipeline’s CEO, Larry Berran and Tim Parsons, SVP R&D, iPipeline (former President & CEO, IFS). This duo candidly discussed iPipeline’s recent acquisition of IFS, our shared product vision, how we are committed to providing you many years of outstanding software, services and support and most importantly, what this acquisition means to YOU!

iPipeline Product Overview
Roy Goodart, VP, Product Management
Robert Powell, VP, Sales Wealth Management

iPipeline is committed to driving new innovative solutions and collaborating to solve challenges in insurance, financial services, and wealth management. In this session you’ll hear about iPipeline’s SSG Digital® Platform, the only end-to-end industry platform built with the customer-centricity, flexibility and integrations. See how our solutions can be applied to your unique business.

November 13, 2020

Product Roadmap / Release Schedule for IFS Onboarding, Asset Movement, and Maintenance
Randy Barnes, Director, IFS Product Management
Tim Porter, Director, R&D
Sean Pope, Lead Business Analyst, IFS Product Owner
Stephanie Tisdale, Lead Business Analyst, IFS Product Owner

This detailed session with Randy Barnes, Director, IFS Product Management, Tim Porter, Director, R&D, Sean Pope, Lead BA, IFS Product Owner, and Stephanie Tisdale, Lead BA, IFS Product Owner, recapped the major milestones and new functionality released in the last 12 months. They also outlined the product roadmap for 2021 and beyond and how it’s linked to where we see the industry going.

Product Launch Announcement: IFS Transitions – Simplify the Onboarding of Your Book of Business
Tim Porter, Director, R&D

To attract and retain top advisors, you need a digital onboarding experience that is transparent, simple and that shows your dedication to a great relationship. Watch this session to hear an in-depth product review on Transitions, discussion of best practices, and to learn why we’re excited to bring this product to the marketplace.

IFS Platform Advancements
Mary Paige Kistler, Director, Platform Development
Joel Brewster, IFS Chief Architect

This detailed session with Mary Paige Kistler, Director, Platform Development, and Joel Brewster, IFS Chief Architect, shares a glimpse into the platform roadmap, recaps new features in the classic application, and provides an overview of the NOMAD Platform architecture. This interactive session collected insight, questions, and suggestions to help drive the priorities for platform enhancements to support custom developed initiatives.

November 16, 2020

Making e-Consent a Reality
Bill Brice, EVP, e-Signature
Robert Powell, VP, Sales Wealth Management
Randy Barnes, Director, IFS Product Management

Digital transformation is pivotal to the success of your organization and in today’s world with limited face-to-face interactions e-Consent has become critical to servicing your customers remotely. Listen as our experts share which key members of the ecosystem accept electronic documents, the universal benefits, ingredients required for success and the flexibility you have with e-Consent. Watch this session to learn what you can do today to start moving towards a paperless, data-driven company and how to turn e-Consent into a reality.

Panel: Impact of COVID-19
Ray Mulligan, VP, Product Management

Christopher Nigbor, Business Systems Analyst, Ameriprise
David Mullan, Senior VP, Head of Operations, Janney
Deb Freesemann, Director, CUNA Brokerage Operations

“Business as usual” is a statement of the past. In these extraordinary times we’re all facing similar business challenges. In this session, your peers share how they are overcoming these challenges including how technology is allowing them to continue to do business in a contactless environment, joint concern over employee safety and how can we continue to build digital momentum once we return to “normal.”