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At Linktank, we're all about those digital fist bumps for the incredible moments. Whether it's enchaning a seamless digital experience, or witnessing our clients thrive in the digital landscape, every success deserves a celebration. Here's to achieving milestones and embracing the digital journey together!
"I am Bernard Lubbe, Head of Projects at the FIA. We worked very closely with Linktank to obtain a solution for our CRM and system requirements, and I am pleased to recommend them for their exceptional work."
Key Highlights:
"In summary, Linktank is a reliable and skilled partner. I highly recommend them for any implementation project. We are incredibly proud of our partnership with the FIA and look forward to continuing to deliver exceptional results for all our clients.
The Linktank team is driven by a passion to create and deliver on new ideas and that is reflected in their work. It is a team that strives for excellence and is open to experimenting and assisting us to streamline processes and procedures for our advisers. The team is solid, efficient, and knowledgeable.
It is an absolute pleasure to deal with Linktank. Robyn, Richard and Russell are very knowledgeable and always very willing to assist. If only there were more companies with the same work ethic!
Celebrating Success: Xplan Re-implementation for Crue Invest We are excited to announce the successful re-implementation of Xplan for Crue Invest, a collaborative effort between Linktank and our Xplan implementation partner, STK Advisory Connect. This project showcases the power of collaboration, combining complementary specialties and the dedicated involvement of our client team to achieve outstanding results.
A special thanks to the STK team, and Erin White and Hannah Myburgh from Crue Invest, whose active participation was crucial to the success of this project. Here’s what Erin White had to say about the experience:
“We are immensely grateful to Linktank for managing our Xplan project. Their expertise was pivotal in our data cleanup, and their diligent oversight ensured that our core business processes were developed promptly. This allowed me, as a financial planner and business owner, to concentrate on my specialties while relying on Linktank to realize my vision. Our staff are now more motivated to use our systems, and we've significantly reduced the time needed to meet our administrative compliance requirements. We eagerly anticipate our next project with Linktank.” This successful partnership not only optimized Crue Invest’s operational efficiencies but also reinforced our commitment to enabling our clients to focus on what they do best. We look forward to future collaborations that drive similar transformative outcomes.