Propel 2019

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
15 - 16 October 2019
Charlotte, NC, United States

Propel is IFS's annual user conference open to clients, partners, and sponsors. At Propel 2019, we welcomed all attendees to the BB&T Ballpark for a day and a half of panel discussions, breakouts, and sessions geared towards collaboration and engagement with clients. We welcomed Craig Iskowitz to lead the "Client Self-Service/Digital Advice" panel discussion that included thought leaders from Ameriprise, Advisor Group and Cetera, as well as a very thought provocative and informative session discussing current trends in wealth management. Richard Walker from Quik! also lead an engaging session with clients about eliminating the need for paper and overall efficiency. We appreciate all our client’s participation during the duration of the conference. As we reflect on all conversations and input from attendees, we look forward to putting into practice some of the exciting takeaways discussed during this year’s conference.

Event details

Capital Markets, Wealth Management
Geographic Focus
North America