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
MoneyGaps with Preet Banerjee (Founder) | E77
July 09, 2019 11:00 - 42 minutes - 38.7 MBSummary: In this 77th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Preet Banerjee, Founder of MoneyGaps, a platform that helps advisors provide financial planning advice and quantify it for their clients. Preet shares his desire to serve more income bracket levels, how MoneyGaps operates and the benefits of the service. Episode Highlights: ● 01:01: – Preet Banerjee defines MoneyGaps. ● 02:37: – What is the ...
Systelos with Jad Chehlawi (CEO) | E76
July 02, 2019 10:00 - 49 minutes - 45 MBSummary: In this 76th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jad Chehlawi, CEO of Systelos. Systelos is a platform for improving advisor and client communication and collaboration as well as providing intuitive feedback to improve client development and experience. Jad explains the objectives and benefits of Systelos, how the fear of change affects the industry, and how financial advising can improve. Epi...
Female Funders with Jill Earthy (Head) | E75
June 25, 2019 10:00 - 24 minutes - 22.4 MBSummary: In this 75th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jill Earthy, Head of Female Funders, powered by Highline BETA. Female Funders is an organization that helps coach and educate women on making private investments in venture capital start-ups and venture capital deals. Jill shares what inspired the organizations, the strides and impact it is making, and goals that it has to make in the playing fiel...
Owl with Sean Merat (CEO), Sohrab Merat (CPO), & Vahid Mirjalili (COO)) | E74
June 18, 2019 10:00 - 47 minutes - 43.8 MBSummary: In this 74th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews the team behind Owl.co, Sean Merat the CEO, Sohrab Merat the CPO, and Vahid Mirjalili the COO. Owl.co is a company that has created a solution to assist major financial institutions with their AML, KYC, onboarding, and fraud protection. Sean, Sohrab, and Vahid all elaborate on successful ways Owl.co has serviced clients in its short existence, ho...
Carson Wealth with Ron Carson (CEO) | E73
June 11, 2019 21:16 - 34 minutes - 31.9 MBSummary: In this 73rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ron Carson, Founder and CEO of Carson Wealth, Carson Group, Carson Coaching, and Carson Partners, all based in the Greater Omaha Area. Ron Carson shares his accumulated wisdom as a well-known advisor, entrepreneur, thought-leader, and a New York Times Best-selling author in the financial planning space. Learn about the immense values adds that Car...
Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E72
June 04, 2019 10:00 - 34 minutes - 31.7 MBSummary: In this 72nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host continues the previous discussion from episode 71 with returning guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. The financial innovations of technology behemoths Amazon, IBM, and Alibaba are the core focus of this talk. Episode Highlights: ● 00:24: – How long will ...
Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E71
May 28, 2019 10:00 - 32 minutes - 30.2 MBSummary: In this 71st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a discussion with previous guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. Their talk revolves around how large technology businesses in non-financial spaces are venturing into both fintech and healthcare at the same time. Some of the companies that are mentio...
SQRL with Om Suthar (CEO) | E70
May 21, 2019 14:00 - 24 minutes - 22.6 MBTurning Wellness into Financial Savings with Om Suthar of SQRL In this 70th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Om Suthar, Founder of SQRL. SQRL is a company that combines fitness tracking, behavioral finance, and insurance into one product that services and encourages workplace wellness. During the course of the discussion, Om Suthar offers information about how vital wellness is from a ...
Twenty Over Ten with Samantha Russell (CMO) | E69
May 14, 2019 10:00 - 38 minutes - 34.9 MBSummary: In this 69th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Samantha Russell, Chief Marketing and Business Development Officer at Twenty Over Ten. Twenty Over Ten is a company that assists advisors with marketing and consulting for their business, along with intuitive websites that are easy to manage with a compliance backend. Samantha shares how Twenty Over Ten was started, the marketing p...
Cappitech with Ron Finberg (Product Specialist) | E68
May 07, 2019 10:00 - 31 minutes - 28.5 MBSummary: In this 68th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ron Finberg, Product Specialist at Cappitech. Cappitech is a company that assists international financial companies that deal with reporting complex issues stemming from global regulations. Learn what Cappitech is capable of doing during this discussion with Ron Fineberg. Episode Highlights: ● 00:48: – Ron Finberg explains Cappit...
Vision Systems with Michael Curtis (CEO) | E67
April 30, 2019 10:00 - 37 minutes - 34.3 MBSummary: In this 67th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Michael Curtis, President of Vision Systems. Vision Systems is a Canadian-based financial software corporation that is capable of performing full and comprehensive financial planning for individuals, businesses, and trusts. Jason and Michael’s discussion covers what Vision Systems is capable of handling, the difference between dyna...
Salesforce World Tour 2019 Review with Jason Pereira & Alex Martin | E66
April 23, 2019 10:00 - 28 minutes - 25.9 MBSummary: In this 66th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a review of his experience at the Salesforce World Tour Conference in Toronto along with his colleague Alex Martin, a financial advisor with IPC Securities, Vice President at Craig & Taylor Associates, and a Founding Partner with Jason Pereira at Finally Technology. Time Stamped Show Notes: ● 00:49: – Alex Martin introduces himself ● 02:01: – Wha...
Asset Map with Adam Holt (CEO) | E65
April 16, 2019 10:00 - 32 minutes - 29.3 MBSummary: In this 65th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Adam Holt, the CEO of Asset-Map. Asset-Map is a powerful online visualization tool that helps financial advisors, as well as clients, get aligned with each other. Adam shares the road that brought him into creating this service, how Asset-Map provides tangible value, and what changes Adam believes need to take place to improve the ...
Advisor Websites with Nitesh Verma (Director of Marketing) | E64
April 09, 2019 10:00 - 39 minutes - 36 MBSummary: In this 64nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Nitesh Verma, Director of Marketing and Enterprise Solutions at Advisor Websites. Advisor Websites operates as a platform that enables financial advisors to publish attractive and compliant websites. Nitesh shares the ways that Advisor Websites can improve business access and referrals for financial advisors, the integration capabi...
Riskalyze with Aaron Klein (CEO) | E63
April 02, 2019 10:00 - 40 minutes - 36.8 MBSummary: In this 63rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host has an informative interview with Aaron Klein, CEO, and Co-Founder of Riskalyze, a risk tolerance assessment and illustration tool that helps advisors analyze the amount of risk in their client's portfolios. Aaron opens up about how Riskalyze operates, how it can benefit advisors and the importance of risk assessment in the financial industry. Time Stamped ...
Breathe Life with Ian Jeffrey (CEO) | E62
March 26, 2019 10:00 - 29 minutes - 27.2 MBSummary: In this 62nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ian Jeffery, CEO and Co-Founder of Breathe Life, a software service platform that drives traffic to insurance carriers websites and advisors. Ian also shares how Breathe Life helps to complete direct-to-consumer sales of life insurance policies and how he addresses the advice gap in the insurance industry. Time Stamped Show Notes:...
Yourefolio with Scott Huff (CEO) | E61
March 19, 2019 10:00 - 31 minutes - 29 MBSummary: In this 61th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Scott Huff, the CEO of YourEfolio, an estate planning software platform to assist financial advisors facilitate the transfer of assets. Scott Huff shares his background in financial services and how it steered him in the direction of establishing YourEfolio, a company he has been active with now since March 2015. Show Notes: ● 01...
RazorPlan with David Faulkner (CEO) | E60
March 12, 2019 10:00 - 56 minutes - 51.4 MBSummary: Host Jason Pereira interviews Dave Faulkner, CEO of Razorplan. The two discuss RazorPlan’s easy but comprehensive financial planning system, and Faulkner provides details about its background, development, and benefits. The two also share ideas on the future of financial planning. Show Notes: ● 0:15 - Plan Plus Global Financial Planning Award - Pereira highly suggests competing ● 1:10 - Introduction of Dave Faulkner ● 1:20 - RazorPlan is a comprehensive but simple financial pla...
Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E59
March 05, 2019 11:00 - 49 minutes - 67.5 MBSummary: Host Jason Pereira interviews the leadership team of Four Eyes Financial, a data discovery tool used by brokers and dealers to help gather information and transform their businesses from transaction based to relationship based. The group discusses their integrative approach, dynamic tools, customization, and future plans in the industry. Show Notes: ● 0:55 - Introduction and background of Four Eyes Financial ● 2:35 - Transactional vs. transformational approach ● 3:55 - The proc...
Cascades with Jonathan Kestle (VP) | E58
February 26, 2019 11:00 - 27 minutes - 37.7 MBCascades Financial Solutions Inc. Summary: Host Jason Pereira interviews Jonathan Kestle, an Advisor with Casades Financial Solutions Inc. which is a company specifically focused on financial accumulation and retirement income calculation. Kestle explains why the Cascades’ software has been and will be extremely helpful for the retiring population. Show Notes: ● 0:38 - Introduction of Cascades Financial Solutions - a retirement income calculator ● 1:54 - Kestle explains the history of ...
Bench with Ian Crosby (CEO) | E57
February 19, 2019 15:00 - 30 minutes - 41.6 MBSummary: Ian Crosby, co-founder and CEO of Bench Accounting gives an overview of his accounting company and how it takes care of its customers. Bench helps entrepreneurs with their bookkeeping needs by making it simple, affordable, and easy. Crosby discusses the innovative approach of Bench, gives advice to entrepreneurs, and talks about wanting to help people with their accounting needs. Show Notes: ● 0:25 - Ian Crosby is the co-founder and CEO of Bench Accounting, an accounting company ...
Factgem with Clark Richey (CTO) | E56
February 12, 2019 11:00 - 34 minutes - 47.4 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, and writer, speaks with Clark Richey, CTO of FactGem, about the recent strides in connecting “big” data and the challenges associated with it. Show Notes: ● 0:35 - Clark Richey, CTO of the data linking company FactGem, gives some background information about his company. ● 1:55 - Richey explains his own background. ● 3:05 - Host explains why data analysis is important. ● 3:50 - Richey explains the steps and ch...
Ledn with Mauricio Di Bartolomeo (CEO) | E55
February 05, 2019 11:00 - 43 minutes - 59.6 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Mauricio Di Bartolomeo, CEO of Ledn, about how he is changing the financial landscape with bitcoin. Ledn is accepting bitcoin as an asset and uses it to create an even lending playing field. Show Notes: ● 0:45 - Mauricio Di Bartolomeo is the CEO of Ledn. Ledn is a bitcoin lending company. ● 1:07 - The company provides services around digital assets ● 2:57 - How Mauricio’s Venezuelan roots a...
CacheFlo with Stephanie Holmes-Winton (CEO) | E54
January 29, 2019 11:00 - 43 minutes - 60.4 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Stephanie Holmes Winton, Founder and CEO of CacheFlo. CacheFlo is a fintech company focused on giving advisors and clients what they need to manage their cash flows. Built off of psychological proof and Stephanie’s experience helping people manage money, CacheFlo is a real-world approach to helping people change their habits with money and manage their spend holistically. Show Notes: ● 0:45 -...
Shield Financial Compliance with Shiran Weitzman (CEO) | E53
January 22, 2019 11:00 - 33 minutes - 45.8 MBShield FC Summary: Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Shiran Weitzman, CEO of Shield FC. Shield FC is a data aggregation platform that is enabling faster communication with clients and faster flagging of compliance issues. Show Notes: ● 0:45 - Shield FC is integrating communication into a next generation compliance platform ● 4:28 - The company connects electronic communication with trade communication ● 6:30 - One of the biggest...
Corl with Sam Kawtharani (CEO) | E52
January 15, 2019 11:00 - 32 minutes - 29.6 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, explores a royalty lending model with Sam Kawtharani, CEO of Corl. Corl is a company targeting the lending space with a new royalty model. They look for cash-heavy, asset-light companies to invest in with their model. On top of lending, Corl is moving the needle in business analytics and Security Token trading. Show Notes: ● :30 - Corl is a business that helps business raise funds through a royalty model...
KOHO with Daniel Eberhard (CEO) | E51
January 08, 2019 11:00 - 34 minutes - 31.8 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Daniel Eberhard, CEO of KOHO. KOHO is a company that develops tech solutions to make the financial sphere more user friendly. Show Notes: ● :30 - Introduction of KOHO and CEO Daniel Eberhard ● 1:30 - KOHO is a company focused on creating financial tools that make the banking experience more user friendly. The tools essentially sit on top of the secure bank’s back-end allowing Koho to focus on ...
Future Tech today with Jason Pereira (Host) | E50
January 04, 2019 11:00 - 44 minutes - 40.6 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks about the future of finance. As he celebrates the 50th episode of this podcast, Guest Host Guy Anderson talks to Jason about the six key technologies that will alter the future of finance. Tune in to see where 2019 will take finance. Show Notes: ● :30 - 50th Episode celebration! ● 1:00 - New website and brand being launched soon ● 1:14 - Guest Host Guy Anderson ● 2:00 - Artificial intelligenc...
Fintech Trends in Accounting with Jason Pereira (Host) | E49
December 25, 2018 11:00 - 39 minutes - 35.8 MBJason Pereira, award-winning financial planner, university lecturer, writer, speaks at the Toronto Area Accountants Network Conference: Fintech, and How it is Revolutionizing our Relationship with Money. Jason highlights a variety of different technologies that are changing the way we do business and making many heavy-lifting tasks obsolete. For a taste of the financial future, don’t miss this episode. Show Notes: ● :30 - Introduction to the conference Jason will speak at. ● 1:00 - How t...
AdvicePay with Alan Moore (CEO) | E48
December 18, 2018 11:00 - 31 minutes - 42.8 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Alan Moore, Founder and CEO of Advice Pay. Alan has enabled payment solutions for fee only financial planners. Alan’s mission is to give value-adding advice for next gen clients. Alan is changing the face of advising and molding it into an industry that helps rather than deceives. Show Notes: ● :30— Introduction to Alan Moore and Advice Pay. ● 1:00— Advice Pay is about getting paid for advi...
The Unified Wallet with Kyle Kemper (Author) | E47
December 11, 2018 11:00 - 34 minutes - 31.3 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Kyle Kemper, Author. The two discuss crypto and the future of blockchain. Show Notes: ● :30— Introduction of Kyle Kemper, Author, thought leader, and consultant in the Crypto space ● 1:30— Kyle’s bitcoin awakening and what he has done since then to progress blockchain ● 2:36— What is possible when we have a single place to store our digital assets ● 3:33— Through our phones, we can capture ...
Coinberry with Andrei Poliakov (CEO) | E46
December 04, 2018 11:00 - 33 minutes - 30.9 MBSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Andrei Poliakov, CEO of Coinberry. Coinberry is breaking the barriers to enter the cryptocurrency market. They offer the best rate and no fees which encourages people to dabble in crypto. Andrei shares what life is like inside of a start-up and the challenges he faces in this groundbreaking agency. Show Notes: ● :30— Introduction of Andrei, CEO of Coinberry. ● 1:00— Coinberry is a solution t...
Emerj with Daniel Faggella (CEO) | E45
November 27, 2018 11:00 - 41 minutes - 38.3 MBDuring the 45th episode of the Fintech Impact podcast, Jason Pereira sits with Daniel Faggella, CEO of Emerj. Daniel well known consultant in the Artificial Intelligence space and shares his thoughts current and future implementations of AI in the financial industry. Show Notes: :30— Introduction of Daniel Faggella, CEO of Emerj 3:20— The AI trends we are seeing now and how they are adding value to fintech. 4:30— Artificial Intelligence can be valuable by finding patterns of sourcing fin...
PolicyMe with Andrew Ostro (CEO) | E44
November 20, 2018 11:00 - 35 minutes - 32.6 MBSummary: During the 44th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Andrew Ostro, Co-founder and CEO of PolicyMe. Andrew shares how his digital tool, Policy me, is changing the face of life insurance. Jason and Andrew discuss how the tool is streamlining and reinventing an industry that has a bad reputation of customer service and margins Show Notes: ● :30—Introduction of Guest Andrew Ostro, CEO of Policy M...
D1g1t with Dan Rosen (CEO) | E43
November 13, 2018 12:00 - 40 minutes - 36.8 MBSummary: During the 43rd episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Dan Rosen, Co-founder and CEO of D1g1t. They discuss how D1g1t is improving the digital wealth managment side of advising. D1g1t is creating a tool that streamlines and desegments financial advising. The impact is huge. Show Notes: ● :30—Introduction of Guest Dan Rosen, Co-founder and CEO of Digit. ● 1:00—Digit is a new digital wealth mana...
Quick Estate with Melissa Best (CEO) | E42
November 06, 2018 12:00 - 31 minutes - 28.7 MBSummary: During the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in givin...
Balance with George Bordianu (CEO) | E41
October 30, 2018 10:00 - 33 minutes - 30.8 MBSummary: During the 41st episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes George Bordianu, Co-Founder of Balance. Balance is a cryptocurrency solution that allows people to invest and diversify their assets. Balance offers customers simplicity and ease while navigating the cryptocurrency. Jason and George delve into the intricacies of cryptocurrency and how Balance solves customer pain points. Show Notes: ● 0:50—I...
Portag3 Ventures with Paul Desmarais III (Chairman) | E40
October 23, 2018 11:00 - 32 minutes - 30.1 MBSummary: During the 40th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Paul Desmarais III, Chairman of Portag3 Ventures. They discuss the new technology within fintech, how Portag3 is making a difference, and how technology bridges gaps and addresses the pain points of the industry. Show Notes: ● 1:00—Introduction of guest Paul Desmarais III, Chairman of Portag3 Ventures. ● 1:23— Portag3 is one of the world ́...
Blockchain Panel with Jason Pereira, Kyle Kemper, and David Hayes | EP39
October 09, 2018 10:30 - 57 minutes - 52.7 MBEpisode 39witha Panel from the Institute of Advanced Financial Planners Conference Title: Blockchain and Cryptocurrencies, Are They an Investment you should Recommend to your Clients? Summary: During the 39th episode of the Fintech Impact podcast, Jason Pereira(award-winning financial planner, university lecturer, writer), Kyle J Kemper (Executive Director and Chief Strategy Director of the Blockchain Association of Canada), and David Hayes (Technology Brokers International) discuss...
Cannex with Gary Baker (COO) | E38
October 02, 2018 11:00 - 38 minutes - 53.5 MBDuring the 38th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host, interviews Gary Baker, COO of Cannex. Cannex is a one-stop shop for annuity pricing. Jason and Gary delve into the complexities surrounding the annuity industry. From Big Data to global trends, Gary gives an all-encompassing view of annuities and what the industry is up against. Show Notes: 1:11—Introduction of Guest, Gary Baker—COO of Cannex, a one-...
Liquidity Marketplace with Thomas Schickler (CEO) | E37
September 25, 2018 11:00 - 25 minutes - 23 MBDuring this 37th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Thomas Schickler, the Founder and Chief Executive Officer for Liquidity Marketplace. Liquidity Marketplace is a platform that will allow and enable Fortune 1000 businesses to lend to other Fortune 1000 businesses for their liquidity needs—at a lower rate and a more efficient experience. Time Stamped Show Notes: ● 00:58 – Clients of Liquidi...
Portag3 Ventures with Ben Harrison (Partner) | E36
September 18, 2018 10:00 - 32 minutes - 29.7 MBDuring this 36th episode of the Fintech Impact podcast, Jason Pereira interviews Ben Harrison, Partner and Head of LP Engagement & Partnerships at Portag3 Ventures, one of the top venture capital firms in the fintech space. ● 00:56 – Portag3 is made of two funds that handle areas like blockchain and A.I.. ● 02:19 – Ben has just over 16 years with Great West Life. ● 05:08 – Financial customers want the same user experience that they are familiar with from Amazon and Google. ● 10:28...
LiveCA with Chad Davis (Co-Founder) | EP35
September 04, 2018 10:00 - 25 minutes - 23.8 MBDuring this 35th episode of the Fintech Impact podcast, Jason Pereira interviews Chad Davis, the Co-Founder of LiveCA, which is an accounting firm rather than a fintech. What makes LiveCA an excellent company to talk about on Fintech Impact is that it is a next generation company with no fixed address, it has about 60 employees from all around the world, and it communicates and renders their service offers using a number of technology tools and fintech tools—some that have been featured on p...
Wealthbar with Tea Nicola (CEO) | EP34
August 28, 2018 11:00 - 25 minutes - 23.2 MBDuring this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions to clients. Learn the story behind this fintech company, what they are offering present and future clients, and what it took to bring this company to fruition. ● 00:53 – WealthBar doesn’t have physical offices—everything is done online...
Curexe with Johnathan Holland (Founder & CEO) | EP33
August 21, 2018 11:00 - 36 minutes - 33 MBDuring this 33th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Johnathan Holland, the Founder and CEO of Curexe, that provides tools for enabling online foreign exchange transactions at reasonable rates—including a new product that will allow users to take payment with Interac. Time Stamped Show Notes: ● 00:55 – Curexe assists businesses to send and receive money. ● 01:34 – Johnathan Holla...
Nest Wealth with Randy Cass (Founder & CEO) | EP32
August 14, 2018 11:00 - 45 minutes - 41.9 MBDuring this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to creating Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada. ●01:11 – Nest ...
Nuco & Aion with Kesem Frank (Co-Founder) | EP31
August 07, 2018 11:00 - 46 minutes - 42.2 MBIn this 31st episode of Fintech Impact, Jason Pereira interviews Kesem Frank, Co-Founder, and COO of Nuco, a company that helps implement blockchain technology for financial service companies—in banking and securities. Kesem will speak about his career in Nuco, the effects of the blockchain, and cryptocurrencies, of which he has his own. ● 01:00: – Kesem started Nuco with two partners: Matthew Spoke and Jin Tu. ● 02:30: – Nuco was faced with the question of serving or building? ● ...
Upside Consulting with Amelia Young (Consultant) | EP30
July 31, 2018 11:00 - 52 minutes - 48.1 MBIn this 30th episode of the Fintech Impact podcast, Jason Pereira interviews Amelia Young the Founder of Upside Consulting, which works within the fintech space, advising enterprises on how they can meet the challenges of the technology world and how it impacts finance. ● 00:49 – Amelia founded the Upside Consulting firm about 12 years ago ● 01:33 – She started off her career an equity analyst and trader, did investor relations, and ended up in corporate strategy. ● 04:15 –...
Zensurance with Danish Yusuf (CEO) | EP29
July 24, 2018 13:36 - 37 minutes - 34.2 MBIn this 29th episode of Fintech Impact, Jason Pereira interviews Danish Yusef, the CEO and Co-Founder of Zensurance, a Canadian organization that manages the insurance needs of startups and small businesses. ● 01:09: – Zensurance helps small business manage and curate their insurance affairs. ● 01:40: – Danish is a software engineer by trade, and worked as a developer at IBM. ● 03:50: – Most people in the insurance industry have grown up in the industry— change is slow. ● ...
Borrowell with Eva Wong (CEO) | EP28
July 17, 2018 11:00 - 28 minutes - 26.4 MBIn this 28th episode of the Fintech Impact podcast, Jason Pereira interviews Eva Wong, the Co-Founder and Chief Operating Officer of Borrowwell. As a Canadian credit score and lending recommendation engine, Borrowwell helps people manage their credit score and gives them advice on how to apply for credit cards and other solutions to improve their credit. ● 01:14 – Borrowwell was the first company to give Canadians their credit scores for free. ● 02:07 – Eva Wong doesn’t come from f...