Real-time data in the financial sector a threat or opportunity?

Real-time data in the financial sector a threat or opportunity?

Real-time data in the financial sector a threat or opportunity? 1200 630 Lloyd Evaroa

Some argue that technology and real-time data are intrusive and will allow the IRD access or potential access to client information that should private. Others say that real-time data is an opportunity for both the client and the advisor and ultimately leads to better business for both. We talk to Sue Pak, New Zealand Head of Accounting at Xero to discuss some of the opportunities and issues real-time data presents.

In this podcast we cover:

  • The usefulness of real-time data
  • Tax agents adding valuable and billable services
  • The outlook for compliance-based services
  • Client expectations

Lloyd Evaroa

Marketer and amateur developer. Lloyd is the Customer Experience Manager at TMNZ.

All posts by: Lloyd Evaroa