Fintech Impact
327 episodes - English - Latest episode: 5 days ago - ★★★★ - 7 ratingsFintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole.
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Episodes
Koyfin with Rob Koyfman | E126
June 16, 2020 10:00 - 32 minutes - 30.2 MBIn this 126th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Rob Koyfman, Founder and CEO at Koyfin. Koyfin is an online financial data terminal that aggregates data from various data sources like indexes and funds into an easy-to-use interface. Episode Highlights: ● 00:50 – Rob Koyfman explains Koyfin. ● 01:20 – Where did the idea for Koyfin come from and how did it come to be? ● 04:57 – What is the current...
AltruWisdom with Alisha Mawji & Zakir Kanji | E125
June 09, 2020 10:00 - 22 minutes - 20.6 MBIn this 125th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Alisha Mawji and Zakir Kanji the founders of AltruWisdom, a light financial planning platform for individuals to understand more about how to better improve their financial lives and also find out back other financial benefits they may be entitled to. Zakir Kanji and Alisha Mawji explain how AltruWisdom works, the value it offers users, and what onboarding...
Apprise Labs with Edmond Walters | E124
June 02, 2020 10:15 - 35 minutes - 32.9 MBIn this 124th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edmond Walters, CEO and Founder of Apprise Labs, and the original Founder of eMoney. Edmond Walters talks about building both services, how Apprise Labs can be a fun tool for clients and advisors to gage financial plans and how spending impacts them, and integration with Invest Net Connect. Episode Highlights: ● 00:15 – Jason Pereira introduces Edmond...
Tulip with Dr. Daniel Crosby | E123
May 26, 2020 10:00 - 41 minutes - 37.6 MBIn this 123rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Daniel Crosby, Founder of Tulip, Chief Behavioral Officer at Brinker Capital, and Best-Selling Author. He is known for figuring out ways to take behavioral finance theory and implement in real life. Dr. Daniel Crosby speaks about his new platform, Tulip which puts that process into action. Episode Highlights: ● 00:16 – Jason Pereira introduces Dr. ...
37 Angels with Lisha Davis | E122
May 19, 2020 10:15 - 28 minutes - 26.5 MBIn this 122nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lisha Davis, Founder of Arable Ventures LLC, an innovation and startup consulting/advisory practice in NYC. Davis is also an investor at 37 Angels, Venture Partner at VU Venture Partners, and Former Head of Innovation at Vanguard. Episode Highlights: ● 00:40 – Lisha Davis introduces herself and her career history. ● 02:28 – Lisha talks ab...
The Money Hackers with Daniel P. Simon | E121
May 12, 2020 10:00 - 49 minutes - 112 MBIn this 121st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Daniel P. Simon, Author of the book The Money Hackers. Daniel P. Simon talks about the different founders and companies that have changed the finance world in the last 10 years. Episode Highlights: ● 00:55 – Daniel P. Simon introduces himself. ● 01:47 – How did his book The Money Hackers come to be? ● 03:44 – What was the biggest surprise Daniel ca...
Intuit with Melika Hope (HoP) | E120
May 05, 2020 10:00 - 31 minutes - 28.9 MBIn this 120th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Melika Hope, Head of Product for Small Business and Self-Employed Group at Intuit. Intuit is the world’s largest provider of accounting software. Melika Hope talks about how Intuit has managed to, through customer focus, continuously innovate up it’s product. Episode Highlights: ● 00:48 – Melika Hope explains what Intuit is. ● 02:36 – How did Intuit ...
Out Innnovate with Alex Lazarow (Author) | E119
April 28, 2020 10:00 - 30 minutes - 27.8 MBIn this 119th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Alex Lazarow, Venture Capitalist and Investment Director at Cathay Innovation and Author of the book Out-Innovate: How Global Entrepreneurs--from Delhi to Detroit--Are Rewriting the Rules of Silicon Valley. Alex Lazarow talks about how entrepreneurs around the world approach various problems differently in order to achieve success. Episode Highlights: ...
Surex with Matt Alston (COO) | E118
April 21, 2020 10:00 - 33 minutes - 30.3 MBSummary: In this 118th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matt Alston, COO & Co-Founder at Surex, an online digital insurance broker that caters to home, auto, and various forms of casualty, seeking to digitize the entire consumer experience. Matt Alston explains the origin of Surex, the solutions that it provides to its users, increasing automation to compete long-term, and providing intelligent distri...
Securrency with Dan Doney (CEO) | E117
April 14, 2020 10:00 - 32 minutes - 30.1 MBSummary: In this 117th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dan Doney, CEO of Securrency, a blockchain-enabled tokenization platform that bakes compliance into the actual token. This enables the token to represent the actual asset and simultaneously has rules set around who can participate, what the issuance policies are, and what government regulations come into play. Episode Highlights: ● 00:13 – Ja...
Carta with Giles Sutherland (Managing Director) | E116
April 07, 2020 10:00 - 43 minutes - 39.9 MBSummary: In this 116th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Giles Sutherland, Managing Director for Growth Markets at Carta. Carta is a provider of underlining payment infrastructure for various players in the market, including many well-known fintechs. Episode Highlights: ● 00:37 – Giles Sutherland defines Carta and what it provides. ● 03:21 – What led the founders of Carta to create it? ● 08:34 ...
SideDrawer with Gaston Siri (CEO) & Jamie Wolkove (VPS) | E115
March 31, 2020 10:00 - 35 minutes - 32.3 MBSummary: In this 115th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews J. Gaston Siri, Chief Executive Officer at SideDrawer and Jamie R. Wolkove, Vice President Sales & Marketing at SideDrawer. SideDrawer is an app and platform based in Toronto, Ontario, Canada that allows you to store all the stuff in your life in one place, not just as pdf files, but with intelligence to drive action and support. Episode Highli...
Celent with Awaad Amir (Analyst) & Neil Sheehan (Analyst) | E114
March 24, 2020 10:00 - 46 minutes - 42.4 MBSummary: In this 114th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Neil Sheehan and Awaad Amir who both work in the roles of Research & Advisory at Celent. Celent is a consultant to large financial and Fortune 500 institutions that deals with how they can better adapt to technological challenges that they are facing. Awaad Amir and Neil Sheehan discuss the uses and developments of voice activation. Episode Hig...
Dialogue Health with Zack Brown (VPS) | E113
March 17, 2020 10:00 - 28 minutes - 26.5 MBSummary: In this 113th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zack Brown, Vice President of Sales at Dialogue in Montreal. Dialogue is a telehealth service that enables you to access healthcare right from your smart phone in a fast, user-friendly, and convenient manner. Zack Brown discusses how Dialogue began, how they service their ideal customers, and the benefits of Dialogue. Episode Highlights: ● 00...
Addapar with Natalie Sunderland (CMO) | E112
March 10, 2020 10:00 - 27 minutes - 24.9 MBSummary: In this 112th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Natalie Sunderland, Chief Marketing Officer of Addepar, to talk about embracing risk, the benefits of technology, and the importance of advancing data reporting in wealth management. Episode Highlights: ● 01:03: – Addepar is a wealth management platform that specializes in data aggregation and performance reporting that currently has $1.7 trill...
eSentire with J. Paul Haynes (President) | E111
March 03, 2020 11:00 - 39 minutes - 35.8 MBSummary: In this 111th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes J. Paul Haynes, President and COO of eSentire, to talk about evolving cybersecurity threats, the challenges of the mid-size market, and more. Episode Highlights: ● 00:58: – eSentire is disrupting the way cybersecurity is managed. ● 03:28: – There are over 70 categories of cybersecurity companies because the problem keeps changing as technolog...
True Accord with Ohad Samet (CEO) | E110
February 25, 2020 11:00 - 30 minutes - 27.5 MBSummary: In this 110th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Ohad Samet, Co-founder and CEO of True Accord, to talk about leading with empathy even in debt collection, how True Accord’s debt collection model has impacted both creditors and debtors, and more. Episode Highlights: 00:37: – True Accord is a machine learning-based digital debt collection platform used by creditors and financial institutions. 0...
Lead Pilot with Samantha Russell (CEO) | E109
February 18, 2020 11:00 - 30 minutes - 28.3 MBSummary: In this episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews returning guest Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten. This time around, instead of discussing Twenty Over Ten, Samantha has come to talk about Lead Pilot, which is Twenty Over Ten’s content marketing platform for financial advisors. Samantha also explains inbound marketing, why it is so effective, and how ...
ConnectionPoint with Daryl Hatton (CEO) | E108
February 11, 2020 11:00 - 34 minutes - 31.2 MBSummary: In this 108th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Daryl Hatton, Founder and CEO of Connection Point, to talk about Connection Point’s crowdfunding model, some major successes challenges the platform has faced, the psychology behind philanthropy, and more. Episode Highlights: ● 00:35: – Connection Point is a social commerce company that helps people crowdfund money for personal and professional...
Limelight Health with Garrett Viggers (Co-Founder) | E107
February 04, 2020 11:00 - 43 minutes - 40.1 MBSummary: In this 107th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Garrett Viggers. Co-Founder at Limelight Health, a company that is working to digitize the entire experience of insurance applications from start to finish. Garrett Viggers talks about how Limelight Health got started, obstacles in getting the industry to accept innovation, and not trying to be a one-stop solution for everything. Episode Highli...
Utrust with Filipe Castro (CIO) | E106
January 28, 2020 11:00 - 32 minutes - 29.4 MBIn this 106th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Filipe Castro, co-founder and CIO of Utrust, to talk about Utrust’s growth strategy, how blockchain payment technology competes with credit cards and other existing forms of payment, the future of payment tech, and more. Episode Highlights: 00:55: – Utrust is a platform that enables e-commerce merchants to accept various forms of cryptocurrency as payment....
Better Money Choices with Doug Dahmer (CEO) | E105
January 21, 2020 11:00 - 36 minutes - 33.3 MBSummary: In this 105th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Doug Dahmer, CEO of Better Money Choices, to talk about democratizing financial planning, having a long-term view of planning, and more. Episode Highlights: ● 00:32: – Better Money Choices is a financial platform that puts the power in the consumer’s hands. ● 01:25: – Before Better Money Choices, Doug founded Retirement Navigator. ● 02:22: ...
Soarpay with Scott Hawksworth (SMD) | E104
January 14, 2020 11:00 - 28 minutes - 26.2 MBSummary: In this 104th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Scott Hawksworth, Sales and Marketing Director at Soar Payments. Soar Payments is a company that focuses on providing payment solutions to higher risk businesses in the United States. Scott Hawksworth explains chargebacks, examples of high-risk businesses that banks tend to have trouble with, and the value that Soar Payments offers to its clients...
Wealthbar & Snap Projections with Tea Nicola (CEO) & Pawel Brzeminski | E103
January 08, 2020 11:00 - 38 minutes - 35.2 MBSummary: In this 103rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Tea Nicola, Co-founder and CEO of Wealthbar, and Pawel Brzeminski, Founder and CEO of Snap Projections, to talk about what led to their companies’ partnership, fintech’s rise and the financial planning industry’s move towards technology, and more. Episode Highlights: ● 00:46: – Wealthbar is one of Canada’s first robo-advisors. ● 01:18: – Snap...
Haven Life with Yaron Ben-Zvi (CEO) | E102
December 31, 2019 11:00 - 25 minutes - 23.7 MBIn this 102nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Yaron Ben-Zvi, founder of Haven Life, to talk about how he ended up in the life insurance industry, the problems he found once he got there, and how Haven Life aims to fix those problems. Episode Highlights: 00:36: – Haven Life is a service that rethinks how people purchase life insurance policies using better tech. 01:24: – Yaron started Haven Life becau...
Mylo with Phil Barrar (CEO) | E101
December 24, 2019 11:00 - 34 minutes - 31.4 MBSummary: In this 101st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Phillip Barrar, founder of the Mylo savings and investment app, to talk about banking differences in Canada versus the EU, banking regulations, and more. Episode Highlights: ● 00:33: – Mylo is an app that rounds up your purchases and invests the change to help you work towards your savings goals. ● 03:18: – Phillip started Mylo after he was a...
Episode 100 with Michael Kitces | E100
December 17, 2019 11:00 - 44 minutes - 40.4 MBSummary: In this 100th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Michael Kitces of the Nerd’s Eye View blog, XYPN, and AdvicePay, to talk about product iteration, specialization within the field of financial planning and more. Episode Highlights: ● 01:40: – Michael ended up in financial services by accident after majoring in Psychology and minoring in Theatre in undergrad. ● 02:55: – Michael had a job sell...
Learnedly with John Waldron (CEO) | E99
December 10, 2019 11:00 - 45 minutes - 104 MBSummary: In this 99th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes John Waldron, founder of Learnedly, to talk about how financial services firms handle ongoing education. Episode Highlights: ● 00:30: – John explains Learnedly as Lynda.com/LinkedIn Learning but for Canadian financial services professionals. ● 01:37: – John founded Learnedly because he found that it’s empowering to learn new ways to help your ...
Information Venture Partners with Toan Huynh (Partner) | E98
December 03, 2019 11:00 - 34 minutes - 31.5 MBSummary: In this 98th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Toan Huynh, from the VC firm Information Venture Partners, to talk about automation, what an “early stage” company means to IVP, and how to explain venture capital to a five-year-old. Episode Highlights: ● 00:42: – Information Venture Partners is a venture fund that focuses on enterprise SaaS in the financial services market. ● 01:02: – Resear...
BizEquity with Jason Early (CRO) | E97
November 26, 2019 12:00 - 19 minutes - 18 MBSummary: In this 97th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Jason Early, Chief Revenue Officer of the cloud-based business valuation platform BizEquity. Episode Highlights: ● 00:43: – BizEquity is a cloud-based business valuation platform. ● 01:25: – Jason Early comes from a financial services background. ● 02:52: – A lot of business owners fixate on a number they think their company is worth and the...
nanopay with Laurence Cooke (CEO) | E96
November 19, 2019 11:00 - 28 minutes - 25.8 MBIn this 96th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Laurence Cooke, founder of nanopay, a payment platform that allows vendors to settle payments faster than traditional banking infrastructure. Episode Highlights: ● 00:31: – Laurence founded nanopay in 2013 with the goal of creating digital cash as opposed to a cryptocurrency. ● 01:30: – At his former job in telecommunications, Laurence proposed offering...
Nanopay with Laurence Cooke (CEO) | E96
November 19, 2019 11:00 - 28 minutes - 25.8 MBIn this 96th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Laurence Cooke, founder of Nanopay, a payment platform that allows vendors to settle payments faster than traditional banking infrastructure. Episode Highlights: ● 00:31: – Laurence founded Nanopay in 2013 with the goal of creating digital cash as opposed to a cryptocurrency. ● 01:30: – At his former job in telecommunications, Laurence proposed offering...
Willing Wisdom Index with Tom Deans (Founder) | E95
November 12, 2019 11:00 - 33 minutes - 30.4 MBSummary: In this 95th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Thomas William Deans, founder of the Willing Wisdom Index and author of Every Family’s Business, about how his tool helps both clients and advisors improve outcomes. Episode Highlights: ● 00:43: – The Willing Wisdom Index is a client advising tool used as a conversation starter. ● 01:34: – 80% of inherited money is taken to a new financial adv...
Park Place Payments with Samantha Ettus (CEO) | E94
November 05, 2019 11:00 - 27 minutes - 25 MBSummary: In this 94th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samantha Ettus, Founder and CEO of Park Place Payments, a company that markets and distributes payment solutions to small businesses around America. Samantha explains her background in media and as an author, how and why she built Park Place Payments, and the ways she has enabled a work staff that has needed opportunities. Episode Highlights: ...
IPC Tech Panel with Adam Felesky, Dave Nugent, Daniel Eberhard, Zack Brown & Jason Pereira | E93
October 29, 2019 10:00 - 44 minutes - 41 MBIn this 93rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host speaks at the IPC Technology Panel with moderator Adam Felesky and fellow panelists Dave Nugent, Daniel Eberhard, & Zack Brown. Episode Highlights: ● 01:10: – Jason Pereira introduces himself as a technophile and host of this podcast. ● 02:18: – Dave Nugent introduces himself as part of the founding team of Wealthsimple. ● 04:04: – Daniel Eberhard introduces h...
Nest Wealth & Razor Plan with Randy Cass (CEO) & David Faulkner (Head of Research) | E92
October 22, 2019 10:00 - 39 minutes - 36.2 MBIn this 92nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes back Randy Cass (Nest Wealth) and David Faulkner (RazorPlan) about their company’s merger and how fintech can be used to holistically improve clients’ lives. Episode Highlights: ● 00:58: – Nest Wealth was one of the earliest robo-advisor platforms. ● 01:35: – Razor Plan offers financial planning software and has become the number one platform of indepen...
IAFP: Fintech & The Future of Finance with Jason Pereira (Host) | E91
October 15, 2019 10:00 - 48 minutes - 44.5 MBIn this 91st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host speaks at the IAFP Conference on Fintech & The Future of Finance. Episode Highlights: 02:35: – What is Fintetch? Two words: financial technology. 04:20: – There are more than 48 Fintech “unicorns,” or private companies worth over $1 billion. 05:00: – Digital banking is being challenged by startups. 06:42: – The biggest global giant companies have also been making...
FINCA Impact Finance with Andrée Simon (President & CEO) | E90
October 08, 2019 04:06 - 28 minutes - 26.1 MBSummary: In this 90th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Andrée Simon, President and CEO of FINCA Impact Finance. FINCA provides microfinance loans in developing communities across 20 countries, merging financial services with social impact. Andrée discusses the unique challenges FINCA faces in the developing economies they serve, how technology affects their business model, and why an emphasis on socia...
Willful with Erin Bury (CEO) | E89
October 01, 2019 12:00 - 31 minutes - 28.6 MBSummary: In this 89th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Erin Bury, CEO of Willful. Willful allows people to create their personal wills, online for a fraction of the cost of working with an attorney. Erin and Jason discuss the need for a will and power of attorney documents, the psychological reasons behind the majority of people not having a will, and how Willful is working to make that easier for peo...
Suitability Pro with Shawn Brayman (CEO) | E88
September 24, 2019 10:00 - 39 minutes - 36.1 MBSummary: In this 88th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses Suitability Pro with special returning guest, Shawn Brayman, Founder of Plan Plus. With over twenty-five years of experience, Brayman is an expert in providing investment and financial planning solutions to financial advisors. His newest product, Suitability Pro, aims to improve the lives of advisors and their clients by helping them provide better...
Hull e-State Planner with Jordan Atin (Founder) | E87
September 17, 2019 10:00 - 32 minutes - 29.7 MBSummary: In this 87th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jordan Atin, Founder of E-State Planner. E-State Planner is an online platform that allows for the collaboration and creation of estate plans and estate planning documents for advisors and lawyers. Jordan talks about the platform's AI-based guide for advisors and how this planning software allows the advisor to focus on advising and less on techn...
ENACOMM with Stacey Zuniga (VP Financial Services) | E86
September 10, 2019 10:00 - 32 minutes - 29.3 MBSummary: In this 86th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses IVR with Stacey Zuniga, Vice President of Financial Services at ENACOMM. ENACOMM is a leading provider of innovative, interactive, and intelligent customer-service and assisted-service solutions. This conversation explores many possibilities for the future of voice banking and voice command. Episode Highlights: ● 00:28: – What is the history of...
Luge Capital with Ramin Wright (Investment Analyst) | E85
September 03, 2019 10:00 - 32 minutes - 29.4 MBSummary: In this 85th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ramin Wright, Investment Analyst at Luge Capital. Luge Capital is a Canadian venture capital fund that focuses on early-stage fintech companies and artificial intelligence solutions applied to financial services. Ramin talks about how Luge Capital began, their investment partners, how they go about vetting potential companies for investment, and w...
Ladder Life with Jamie Hale (CEO & Co-Founder) | E84
August 27, 2019 10:00 - 23 minutes - 21.2 MBSummary: In this 84th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jamie Hale, Co-Founder and CEO at Ladder Life. Ladder Life is speeding up the often time-intensive life insurance process for customers to around 8 minutes, offering coverage from $100k to $8 million. Jamie shares exactly how Ladder Life life insurance is addressing pain points in the industry to the benefit of consumers, how they are handling und...
Mobile Assistant with Corey Westphal (CEO) | E83
August 20, 2019 10:00 - 33 minutes - 30.8 MBSummary: In this 83rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Corey Westphal, CEO at Mobile Assistant. Mobile Assistant is an app that enables financial advisors to dictate notes for transcription and later for integration with CRM software. Corey discusses the process of the user experience for Mobile Assisted customers, how Mobile Assistant manages to provide accuracy for their dictation, the various rang...
Wealthica with Simon Boulet (President & CEO) | E82
August 13, 2019 10:00 - 36 minutes - 33.2 MBSummary: In this 82nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Simon Boulet, Founder and CEO at Wealthica. Wealthica is an investment aggregation platform that allows you to consolidate all of your different investment accounts in one easy-to-use platform with intelligence and triggers that help you to make better actionable decisions. Learn how this company was started and the value it has to offer. Episod...
Fuzzy Logix with Aashu Virmani (EVP) | E81
August 06, 2019 10:00 - 34 minutes - 31.6 MBSummary: In this 81st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Aashu Virmani, Executive Vice President at Fuzzy Logix and FastINDX. Fuzzy Logix is a big data management platform that applied artificial intelligence to extremely large sets of data in a very fast and efficient way that helps businesses with a variety of tasks. Hear about how Fuzzy Logix, along with FastINDX creates custom indexes that can be sc...
dv01 with Perry Rahbar (CEO) | E80
July 30, 2019 10:00 - 29 minutes - 27.3 MBIn this 80th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Perry Rahbar, CEO and Founder of dv01, a data management, reporting and analytics platform that brings transparency and insight to lending markets to help them become more efficient for institutional investors and safer for the world. Perry shares how dv01 began, their various tools including market surveillance and portfolio management options, and how t...
AdvisorStream with Kevin Mulhern (CEO) | E79
July 23, 2019 10:00 - 35 minutes - 32.8 MBSummary: In this 79th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kevin Mulhern, CEO and Co-Founder of AdvisorStream, an omnichannel online management tool to help advisors to communicate and market to their clients. Kevin shares information about how AdvisorStream works and provides value to advisors, how AdvisorStream can provide targeted content, and ways to benefit from their newsletter and content from worl...
Future Crunch with Dr. Angus Hervey (Co-Founder) | E78
July 16, 2019 11:00 - 46 minutes - 42.4 MBSummary: In this 78th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Angus Hervey, Co-Founder of Future Crunch. Future Crunch is a company that looks at the impact of technology on our changing world. Dr. Hervey breaks down the ways that technology as a tool, a blueprint, and a process has accelerated human evolution in areas of communication, energy, and health. Episode Highlights: ● 00:43 – Dr. Angus Herv...