cover photo of barrie van zyl and francois du toit
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Ep. 20 – How financial planning businesses should approach the adoption of technology with Barrie van Zyl

Barrie van Zyl is the Head of Account Management at Iress in South Africa.

We discuss several aspects related to the adoption or implementation of technology in financial planning businesses, although these aspects will apply to any kind of business looking to adopt technology.

We start off talking about the rate of advancement and adoption.

Businesses struggle to choose the right technology and software and the process is very overwhelming. We discuss why this is the case and where business may be going wrong.

I ask Barrie the question if financial planning businesses are really embracing technology?

How does one go about selecting technology and/or software for your practice or business? Where is the best place to start? What must be considered?

Businesses often struggle to reap the benefits of the technology they implement. Corporates go through a rigorous selection process and often a few years later they find themselves back at the same point going through the same process again selecting new solutions.  Why is this?

We get into the best approach/strategy a business should follow when adopting the technology. Barrie provides great advice in this regard.

Iress recently announced the launch of a new hub to provide free technology-related information and support for the financial services industry as it adjusts to new ways of working. I ask Barrie:

  • Why did Iress decide to create the support hub?
  • What kind of support does this offer?
  • Who can make use of the support services?

Listen to the episode:

You can access the Iress Support Hub at

Connect with Barrie on Linkedin.
Connect with me on Linkedin.


  • Francois du Toit, CFP®

    Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

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