Our independence from software and product providers means we are uniquely positioned to help IFAs to articulate their technology requirements, compare and select appropriate vendors and tools, and effectively customise and implement those solutions to enable efficiency and cost containment.
Having a technology strategy in place is crucial for any business. Linktank assists advice-focused businesses of all shapes and sizes to map out and drive a technology roadmap that harnesses the power of tools already in place, highlights opportunities to enhance or streamline, and plots a practical route forward. Benefits include:
The South African and global advice technology landscape is changing more rapidly than ever, making the already complex job of selecting tools and vendors even more difficult than ever. Key advantages of partnering with Linktank on vendor selection projects includes:
Even once an appropriate technology strategy is in place, and vendors and tools have been selected and implemented, many advice businesses find it valuable to continue to tap into Linktank’s expertise for ongoing strategic support rather than dedicate internal resources. Benefits include: