The CPA studied accounting in India. Upon graduation, she worked at her father's business in the accounting department for about 1.5 years. She went on to complete her graduate degree in the US and became a CPA.
On Interactions with Those 50+
When she deals with clients 50+, she tends to need to do some hand holding with the technologically challenged customers. Customers in this age group are also very mindful of risks and tend to want to double check if the financial services and products they're using will be safe or not.
She mentions that as she has gotten used to the hand holding interactions, she is finding that she tends to do things for the customers now before the customer even asks for them. This has helped her.
On Her Parents' Interaction with Financial Services
She briefly mentioned that her parents, who are in the 50+ group, still prefer to do things in-person back home in India. In fact, her father is technology adverse and his business is just now creating a website, setting up an email, and establishing a digital presence!
On What She Wants to See Happen
At the tail end of our conversation, she mentions that a lot of people still need to be walked through financial service interfaces online. She would like to see interfaces redesigned to be simpler.