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A brief overview of Linktank

Company Overview

Linktank exists because it’s not easy to effectively select and implement technology solutions into financial services businesses – there are many frustrations for both technology providers and financial services providers – and that’s why we occupy the gap between them.

Consultancy Independent B2B Core Team QSE with a 17-person Core Team Acorn Established in 2014
Financial Advice sector Financial Advice Sector Technology services Technology Services Chest Pieces #advicetech #regtech #wealthtech #insurtech

Why we do what we do

Advice Technology Survey - 2026
Highlights Report
Insights for the South African financial advice industry

64% of advice professionals already use AI tools 75% have no formal AI governance policy in place 55% say vendors are not keeping pace on AI delivery
     
54% cite integration as their top technology challenge 38% are using AI for financial analysis of client portfolios 70% of practices have not yet fully digitised their business processes

Our unique 6 step approach to enablement via technology serves technology providers and financial services providers alike.

Step 1

Step 1

Determine Current Position

Elicitation questionnaires, interviews, and review of existing systems and environment.

Step 2

Step 2

Analyse Needs and Identify Requirements

Production of business requirements specifications (BRS)

Step 3

Step 3

Match Requirements to Potential Solutions

Assessments and vendor shortlisting.

Step 4

Step 4

Requirements-focused demo phase, usability assessment, and selection

Step 5

Step 5

Configuration, project planning, and execution

Step 6

Step 6

Next phase implementation, system maintenance and support