PROPEL 2020 IFS & IPIPELINE

A Virtual Event  |  November 12-16

November 12, 2020

iPipeline & IFS Together – What This Means for YOU!
12:00 – 1:00pm ET
Larry Berran, CEO, iPipeline
Tim Parsons, SVP R&D, Former IFS CEO

Propel 2020 kicks 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 will candidly discuss 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
1:30 – 2:30pm ET
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.


IFS Product Suite Overview
3:00 – 4:00pm ET
Ray Mulligan, VP, Product Management
Randy Barnes, Director, IFS Product Management
Tim Porter, Director, R&D
Adam Ducorsky, Director, Product Management
Jon Beggs, Director, Product Management

IFS products offer powerful solutions that automate, integrate, and monitor service requests and business processes. Our pre-built solutions allow endless opportunities for customization without having to start from scratch. Hear how IFS Wealth Management solutions can be applied to your unique business.

November 13, 2020

Product Roadmap / Release Schedule for IFS Onboarding, Asset Movement, and Maintenance
12:00 – 1:00pm ET
Randy Barnes, Director, IFS Product Management
Tim Porter, Director, R&D
Mary Paige Kistler, Director, Platform Development

Join this detailed session with Randy Barnes, Director, IFS Product Management, Mary Paige Kistler, Director, Platform Development, and Tim Porter, Director, R&D, as they recap the major milestones and new functionality released in the last 12 months. They’ll also outline the product roadmap for 2021 and beyond and how it’s linked to where we see the industry going. In this interactive session we’ll look for your engagement to help drive the priorities for product enhancement.


Product Launch Announcement: IFS Transitions – Simplify the Onboarding of Your Book of Business
1:30 – 2:30pm ET
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. Attend this session to hear an in-depth product review on Transitions, discuss best practices and learn why we’re excited to bring this product to the marketplace.


IFS Platform Advancements
3:00 – 4:00pm ET
Mary Paige Kistler, Director, Platform Development
Joel Brewster, IFS Chief Architect

Join this detailed session with Mary Paige Kistler, Director, Platform Development, and Joel Brewster, IFS Chief Architect, as they recap new features in the classic application and give an overview of the NOMAD Platform architecture. Attend this interactive session looking for your insight, questions, and suggestions to help drive the priorities for platform enhancements to support your custom developed initiatives.

November 16, 2020

Making e-Consent a Reality
1:30 – 2:30pm ET
Bill Brice, EVP, e-Signature
Roy Goodart, VP, Product Management
Ray Mulligan, VP, Product Management

In a world where digital transformation is critical how equipped are you to handle electronic consent? Listen as Bill Brice, EVP e-Signature, discusses iPipeline’s AlphaTrust® solution that is automated, compliant, fully customizable and enables customized workflows that allow you to service your customers remotely.


Panel: Impact of COVID-19
3:00 – 4:00pm ET
Moderator:
Ray Mulligan, VP, Product Management

Panelists:
Mike Pszybylski, VP, Clearing Operations, Ameriprise
David Mullan, Senior VP, Head of Operations, Janney
Patricia McDonald, VP, Director, Wealth Management 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 will 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.”