Built for better advice – Using technology to grow your financial planning business

Welcome to our built for better advice series where we engage with financial advice industry experts on how to grow your financial planning business.

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In this episode we talk to Jen McKay (Linktank) and Francois du Toit (PROpulsion) on how to implement technology successfully and digitise ways of working to grow your business. We will include everything from data aggregation to paperless client management.


The demand for financial technology has recently experienced accelerated growth in response to Covid-19.

To find out whether businesses are investing in new financial technology and, if so, what is required for a successful digital transformation and how to get the best return from your technology, download our 6 tips to maximise value from technology investment.

Meet the panel

Barrie van Zyl, Head of Account Management – Iress

Barrie heads up account management for Iress, South Africa. He has over18 years’ experience in the financial services industry, managing teams for prominent wealth and asset management firms. He joined Iress in 2019, where he continues to drive growth in financial services software.

Jen McKay, Founder – Linktank

Jen is one of the founders of Linktank, and more recently Hadeda Technologies. She has navigated advice technology for over 20 years, having worked on both in software and financial services before launching a consultancy to fill some of the spaces between the two.

Francois du Toit, Founder – PROpulsion

Francois has spent over 26 years in the financial services industry, holding positions as a consultant, adviser, trainer and now founder of PROpulsion. He has extensive experience in financial and tax planning in addition to software technology expertise.


For more information on how we can help you perform better every day, contact us:

Iress

Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.

iress.com
Linktank

Linktank assists Financial Services Providers in the selection, implementation, support, integration, testing, training, end-user support and maintenance of technology solutions.

linktank.co.za
PROpulsion

PROpulsion focuses on delivering impactful learning content, training and technology solutions for financial professionals.

propulsion.co.za