MOVING YOUR CLIENTS TO THE CLOUD

Corey Anderson & Ashleigh Pope

What is the cloud?

Internet Based Centralised data storage Online access to files and services anywhere and anytime

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Advantages

Fresh Software Flexible costs Always-on availability Improved mobility Improved collaboration

New Zealand business is changing

CLOUD CHANGING WORKFORCE

LEGISLATION & COMPLIANCE

MORE VALUE

NEW TECH

AUTOMATION

Business & Budget Considerations

FUNCTIONAL REQUIREMENTS ADD ONS MOBILITY

CURRENT IT INVESTMENT

FLEXIBLE PRICING

COLLABORATION WITH ADVISOR

NETWORK

Other Considerations

SECURITY OF DATA

LOCATION OF DATA

OWNERSHIP OF DATA

TRAINING CHANGE OFPROCESS

What’s Next…

Load balance enhancements

Bank Data enhancements

2016/17 legislation changes (NZ)

How are we going to get YOUR clients using the cloud?

What are the common Roadblocks?

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What can we do for you?

Extra 3 months free

Conversion Process

Cloud Briefing Session

Change will not come if we wait for some other person or some other time. We are the ones we’ve been waiting for. We are the change that

we seek – Barack Obama

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