Tech, tools and technology integration

Session overview:

Advisors have more tools, software as a service (SAAS) and apps available than ever before. All these programs are aimed at allowing advisers to understand their client’s needs, risk tolerance, financial goals, and behaviour to produce better insights and recommendations.

Meanwhile, portfolio-construction tools, trading systems, and analytical reporting - designed to manage hundreds and thousands of investors’ accounts - have enabled advisors to scale their practices more than ever before. 

Digital transformation is not just about adding technology to your business, it’s about understanding your business and operational model and then using technology to design a more sustainable, future-fit business model that will enhance current business processes, your culture and customer experiences. 

As business owners, be it a one-man shop, or large advisory firm, it can be a daunting task to cut through the clutter of what is a must-have, nice to have, and what you could live without. 


What will you learn in this webinar?


  • The common challenges businesses and advisors face with becoming more technologically enabled
  • How to evaluate how “technologically fit” your business is
  • Tech turmoil and decision paralysis - where to start when looking for technology for your business
  • Take the guesswork out of technology selection in six easy steps
  • What tools should be part of your basic business starter pack
  • How to assess the success of the technology choices in your practice and measure ROI
  • Can smaller practices afford a proper technology selection process?
  • Building for the future - what type of tech allows you to grow your technology with your business
  • How can small to medium practices benefit from networks, multi-site solutions and shared services

About our guest speaker
Nina Lowes | Co-founder and Director
Linktank


Nina Lowes is the co-founder and director at Linktank, which she established, together with Jen McKay, in 2014. Prior to co-founding Linktank, Nina was the COO at Sasfin Financial Advisory Services for over eight years. Nina has over 40 years' experience in the financial services industry, working closely with advisors. She is highly skilled in business strategy, business analysis and management. Linktank supports technology providers, independent financial advice practices, networks and corporate financial services institutions, enabling the journey to provide financial well-being to their clients.


Management South Africa (Pty) Ltd is an authorised financial services provider (FSP 45679) regulated by the Financial Sector Conduct Authority.