Customer-centric software to grow your financial business

The evolution of software means clients expect “always on” access to data to make informed decisions about their finances. But as an advisor, where is your competitive advantage when technology already enables easy access to information?


Today’s tech-savvy clients require delightful, intuitive and convenient solutions that fit into their everyday life. To meet these needs, financial advisors need customer-centric software that enables them to provide a premium advice experience for their clients, says Barrie van Zyl, Head of Account Management for Iress, South Africa. Van Zyl highlights four ways to enhance client centricity in your business practice:

Prioritise personalisation

Instead of a one-size-fits-all approach, create unique client experiences that go beyond putting your client’s name into a mass email. New technologies like Xplan Prime, coming soon to South Africa, simplify the process of delivering advice experience at scale using goals-based recommendations.

Make time to meet

Although face-to-face in-depth debriefs are currently challenging, make sure that you are still meeting your clients beyond the mandatory annual review. Xplan users can create, schedule and launch instant Zoom video meetings with clients from anywhere in Xplan – saving time and minimising context switching.

Content is king

PDFs and Excel spreadsheets are now becoming nostalgic. Move on to more memorable methods of engaging with clients by bringing your recommendations to life with rich media content. Digital statements of advice use cutting-edge graphics and animations while features like Cashflow Visualise in Xplan, helps advisors more easily demonstrate cashflow modelling.

Make information even more accessible with self-service

Make it easy for clients to access information about their finances by introducing a client portal, and you’ll satisfy their need for peace of mind 24/7, without having to lift a finger. 

Work smart by providing an accurate picture of your clients’ financial future in a personalised, easy to understand way. Visit to put your clients’ needs first.