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Why You Can’t Analyse Client Data (Unless You Do THIS)

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Manage episode 518721459 series 3349747
Content provided by Mark Wickersham. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Wickersham or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Can you safely analyse client data with ChatGPT?

Only if you do THIS one critical thing.
We reveal a powerful use case for financial analysis—done in seconds.
But most accountants are breaking the rules without realising it.
GDPR, client consent, data security—it’s all covered.
Plus, the surprising fix that makes everything compliant.
This could change how you use AI forever.

The latest episode of the Value Pricing Podcast is now available: Why You Can’t Analyse Client Data (Unless You Do THIS)

In today's episode you will learn:

  • How to analyse financial data with ChatGPT—safely and fast
  • Why free and Plus plans break GDPR rules
  • The #1 mistake accountants make with client data
  • What the EU AI Act means for your firm
  • How to get client consent and stay compliant
  • A powerful workaround using local AI on your computer

Don’t miss out on the essential AI insights every accountant needs to stay compliant, save time, and deliver smarter client reports.

Listen now!

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 518721459 series 3349747
Content provided by Mark Wickersham. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Wickersham or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Can you safely analyse client data with ChatGPT?

Only if you do THIS one critical thing.
We reveal a powerful use case for financial analysis—done in seconds.
But most accountants are breaking the rules without realising it.
GDPR, client consent, data security—it’s all covered.
Plus, the surprising fix that makes everything compliant.
This could change how you use AI forever.

The latest episode of the Value Pricing Podcast is now available: Why You Can’t Analyse Client Data (Unless You Do THIS)

In today's episode you will learn:

  • How to analyse financial data with ChatGPT—safely and fast
  • Why free and Plus plans break GDPR rules
  • The #1 mistake accountants make with client data
  • What the EU AI Act means for your firm
  • How to get client consent and stay compliant
  • A powerful workaround using local AI on your computer

Don’t miss out on the essential AI insights every accountant needs to stay compliant, save time, and deliver smarter client reports.

Listen now!

  continue reading

98 episodes

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