In this episode of FinTech Impact, host Jason Pereira brings back Adam Holt, CEO and founder of Asset Map, to discuss the evolution of his company and the financial planning industry. They explore the development of Asset Map, a tool designed to simplify financial planning by visualizing complex financial data on a single page. The conversation tou…

The podcast features an interview with Patrick Gauthier, CEO of Convera Holdings, who discusses the organization's innovative approaches in the financial technology sector, focusing on cross-border commercial payments. Gauthier highlights the transformation and modernization efforts at Convera post-its acquisition from Western Union, emphasizing th…

In today’s episode, Jason interviews Rick Burgess, CEO of Forms Logic. They delve into the origin of Forms Logic, a platform designed to streamline data collection and form processing for financial advisors. Rick explains the challenges firms face with legacy systems and the inefficiencies that arise from inconsistent data management. They explore …

In today's episode of Fintech Impact, Jason Pereira delve into the world of alternative investments and digital transformation with Rafay Farooqui, the Chairman Founder and CEO of Subscribe. Subscribe is a platform designed to address challenges in establishing enterprise solutions for subscription document technology and management of alternative …

In this episode of Fintech Impact, Jason Pereira speaks with John O'Connell, CEO of the Oasis Group, about the current trends and challenges in the advisor technology sector, particularly focusing on the U.S. market. They explore topics such as technology integration, cybersecurity, the rise of AI, and the need for standardized tech stacks in finan…

In this episode, Jason Pereira discusses with Gavin Nachbar, CEO and Co-founder of Column Tax, about how they are revolutionizing tax filing by embedding tax services within financial applications. Gavin explains the origins of Column Tax, its mission to simplify tax filing for Americans, and the innovative approach of using API integrations to str…

In this episode of Fintech Impact, Jason Pereira interviews Ryan Rosett, co-Founder and co-CEO of Credibly, a lending platform designed to facilitate small business loans ranging from $5,000 to $600,000. Ryan discusses the origins of Credibly and highlights their objective to address banking challenges faced by small businesses. He elaborates on th…

In today's episode, Jason Pereira hosts Parker Ence, CEO and Co-Founder of Jump, a generative AI-based meeting transcription and note-taking service. They discuss the innovations in AI technology, particularly for financial advisors, and how Jump helps automate and assist in meeting preparations and follow-ups to make financial advisors' lives easi…

In this episode of Fintech Impact, Jason interviews Ali Zahedi, CEO of Infinite Systems, about their comprehensive portfolio management software, Harmony, and its impact on the Canadian wealth management industry. Allie shares the origins of Infinite Systems, emphasizing the company's commitment to providing end to-end, integrated solutions for wea…

In this episode of Fintech Impact, host Jason Pereira interviews Michael Watson, head of Axos Advisor Services, on how Axos aims to revolutionize the traditional custodial and banking services for RIAs (Registered Investment Advisors). Axos, a digital bank established in 2000, evolved from a consumer-focused bank to a comprehensive provider offerin…

In this episode of Fintech Impact, Jason Perra interviews Rahim Harji, CEO of Datasoft Group, a leading online digital effects and payment settlement platform. Harji discusses the origins of DataSoft Group, its flagship platform FX office, and how it facilitates financial transactions globally for small to medium businesses, easing the complex prob…

In this episode of Fintech Impact, Jason welcomes Andrew Altfest of FP Alpha, an innovative platform at the intersection of artificial intelligence (AI) and financial planning. Andrew discusses FP Alpha's mission to automate advanced planning for financial advisors, democratizing services previously available only to the wealthiest clients through …

In this episode of FinTech Impact, host Jason Pereira welcomes back Davyde Wachell, CEO and founder of Responsive AI, a company focused on leveraging artificial intelligence (AI) to enhance advisor insight and productivity in the financial sector. They discuss the evolution of Responsive AI from its initial concept as a robo-advisory service to its…

In this episode of Fintech Impact, Jason interviews Brian McLaughlin, President of Orion Advisor Technologies, as he discusses the evolution of Orion and its impact on the FinTech space. Brian shares insights into the challenges of harmonizing technology and teams following acquisitions, and his personal mission to innovate within the industry. He …

In this episode of Fintech Impact, host Jason hosts Tanmai Sharma, the CEO and Founder of Collation.AI. The discussion revolves around how Collation.AI addresses the pervasive issue of data integration challenges within financial services through AI-driven solutions. By focusing on creating a centralized data warehouse and utilizing AI chatbots for…

In this episode, Jason Pereira interviews Jim Sinai of Vanilla, an innovative platform changing how advisors and clients engage in estate planning. Vanilla simplifies the estate planning process, making it more accessible and meaningful by integrating technology to facilitate conversations around legacy and wealth distribution. The discussion cover…

In this episode, we dive deep into the world of compliance and archiving with Larry Shumbres, CEO, and founder of Archive Intel. Archive Intel leverages AI to revolutionize the way businesses handle compliance, offering a singular platform to manage and mitigate risks effectively. We explore the challenges and opportunities in the sector, the role …

In this episode of Fintech Impact, host Jason Pereira interviews Aaron Schumm, Founder and CEO of Vestwell, a revolutionary platform designed to empower employee savings programs across America. Aaron shares insights into how Vestwell is reshaping savings through workplace and direct-to-individual programs, emphasizing tax-preferred savings vehicle…

In this episode of Fintech Impact, Jason Pereira interviews Doug Fritz, CEO and Founder of F2 Strategy. He delves into the complexities technology brings into the financial advisory and brokerage landscape and how F2 Strategy aids firms in navigating and harnessing technology for growth and efficiency. Doug shares insights from his wealth of experi…

In this episode of Fintech Impact, host Jason Ferreira welcomes Haik Sahakyan, CEO of Arqa, to delve into the transformative capabilities of artificial intelligence in the financial advisory sector. They explore Arqa's innovative approach to extracting and utilizing data from static forms like PDFs, revolutionizing how financial advisors access and…

In this episode of Fintech Impact, Jason Pereira interviews Diana Cabrices, Founder of Diana Cabrices Consulting. Known as the chief hype woman of the Fintech industry in the US, Diana discusses her role in amplifying brands through creative marketing, storytelling, and brand evangelism. The episode provides insightful guidance on how Fintech compa…

In this episode of Fintech Impact, Jason invites Manish Khatta, CEO of Potomac Fund Management, for an in-depth conversation. Unlike the usual Fintech discussions, this episode sheds light on the unique experience of solving technology challenges from within. Manish shares his journey of developing custom tech solutions, navigating partnerships, an…

In this episode of Fintech Impact, Jason Pereira interviews Rick Scruggs, the CEO and founder of Financial Designs. The dialogue primarily explores how successful advisors can scale their practices by not only enriching their value proposition to clients but also integrating technology to enhance the delivery of their services. Rick's vast experien…

In this episode of Fintech Impact, Jason interviews Jason Early, the founder and CEO of RISR. Their discussion revolves around how RISR is innovating the way financial advisors interact with and provide value to business owners, aiming to maximize the potential of their businesses. They delve into the challenges and solutions in advising business o…

In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial intelligence. This dialogue explores how Lydia is set to revolutionize the way financial advisors interact with clients, making the advisory process mor…

In this episode of Fintech Impact, Jason interviews Chris, the Managing Director of Taiko Advisor. Taiko Advisor, powered by its parent company Taiber Kosmala and Associates, leverages institutional research and technology to offer bespoke investment solutions through an OCIO (Outsourced Chief Investment Officer) model. The conversation delves into…

In this episode of Fintech Impact, Jason talks to Tom Rieman, CEO and founding partner of Practice Intel. Practice Intel is a platform that leverages a data-driven approach to aid advisors in understanding and expanding the organic growth of their businesses. Through detailed insights into their operational effectiveness and the impact of their adv…

In this episode of Fintech Impact, host Jason Pereira welcomes Ryan VanGorder, CEO of Opto Investments, to delve into how Opto Investments revolutionizes private market investments through technology. Throughout their discussion, they explore the challenges of information fracturing in the private markets and how Opto aims to bridge that gap for th…

In this episode of Fintech Impact, Jason interviews Gary Fooks, CEO and Co-Founder of 8Twelve Mortgages. They dive deep into how 8Twelve Mortgages is revolutionizing the mortgage broker industry by enhancing the collaboration experience among advisors, mortgage brokers, and consumers through digital reinvention. This discussion sheds light on the m…

Jason welcomes Jeff Coyle, CEO of Libretto, a platform designed to revolutionize financial planning by incorporating a comprehensive view of a client's total asset picture. They dive deep into how Libretto's innovative approach, which includes human capital and off-book assets, aims to meticulously craft financial plans that ensure more accurate, p…

In this episode of Fintech Impact, host Jason Pereira welcomes Ritik Malhotra, Co-Founder and CEO of Savvy Wealth, to discuss the intricacies of their digital platform designed to empower financial advisors. They dive into the platform's capabilities, its origin story, and the pressing challenges it aims to solve in the financial advisory landscape…

In this episode of Fintech Impact, Jason Pereira welcomes back Corey Westphal, from Mobile Assistant. Having first appeared on the show in August 2019, Corey discusses the evolution of Mobile Assistant since his last interview, focusing on its adaptation for the future. Together, they delve into how Mobile Assistant has innovated dictation services…

Jason interviews Ryan Eisenman, Co-founder and CEO of Arch, a revolutionary platform designed to streamline the handling of alternative investments for advisors and their back offices. Throughout the conversation, they delve deep into the challenges of managing investments in the private markets, how Arch addresses these issues by aggregating and d…

Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand identity efficiently and effectively, the tool promises to revolutionize the branding process for financial professionals. Through their discussion, Tina P…

Jason Pereira welcomes Madalyn Armijo, Co-founder and COO of Dispatch, a revolutionary platform designed to seamlessly integrate multiple financial advisory systems. This discussion delves into the platform's inception, its mission to eliminate redundant data entry, and its broader impact on the financial advisory landscape. The conversation offers…

In this episode of Fintech Impact, Jason Pereira interviews Jonathan Faerman, founder of Investium, a revolutionary platform that facilitates co-investing in real estate by connecting like-minded individuals. They dive into the platform's origins, its functionalities, and the value it offers to its users, illustrating how technology is transforming…

In this episode of Fintech Impact, Jason Pereira interviews Emmanuel Daniel, the founder of TAB Global, to discuss his groundbreaking book "The Great Transition." This book explores the seismic shifts happening within the banking sector, propelled by the advent of digital technologies and open banking, reshaping the landscape for both consumers and…

Jason talks to Rohit Agarwal, Co-CEO of SORA Finance. They delve into the revolutionary platform SORA Finance, which empowers advisors to effectively manage and discuss clients' debt and debt restructuring. The episode offers a deep dive into the functionalities, challenges, and the significant impact of SORA Finance in optimizing the liabilities s…

Jason Pereira engages Whit Lanier, CEO and Co-founder of Amplify Reviews, in a conversation about how financial advisors can harness the power of online reviews to enhance their visibility and attract more clients. Lanier delves into the transformative SEC marketing rule changes and shares his insights on the impact of positive client testimonials …

In this episode of Fintech Impact, host Jason Pereira speaks with Mark Gilbert, Co-founder and CEO of Zocks Communications. Zocks Communications introduces an artificial intelligence-driven meeting assistant designed specifically for financial advisors. Throughout the discussion, Gilbert delves into the origins of Zocks, its innovative approach to …

In this episode of Fintech Impact, host Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and implementing their estate plans seamlessly within one comprehensive system. The platform enables financial advisors to guide clients through the process of developin…

Jason interviews Nicholas Palahnuk, the founder and CEO of PhilanthPro Solutions. PhilanthPro is a platform designed to assist individuals in planning and managing charitable giving at scale. The conversation highlights the challenges in catering to diverse stakeholders and expresses a shared excitement for contributing to impactful philanthropy. E…

In this episode of Fintech Impact, host Jason Pereira interviews Dave Glaser, the CEO of Dwolla, a leading digital payment solution that empowers third parties to offer streamlined and unified payment processing services. Dwolla's innovative platform facilitates efficient and secure digital transactions, revolutionizing the way businesses handle pa…

Jason interviews Cameron Howe, CEO and Co-founder of Investipal. Originally designed for DIY investors, Investipal has evolved into a versatile online platform that also serves advisors, offering enhanced tools for portfolio research and management. The conversation emphasizes Investipal's commitment to financial literacy, particularly among younge…

Jason interviews Tim Hewson, CEO of LegalWills, an online platform providing millions of users with a simple and accessible solution for creating legal and compliant wills. Tim discusses the importance of having a will, the challenges of estate planning, and how Legal Wills aims to demystify the process. Episode Highlights: 00:34: Tim introduces th…

Jason welcomes back Reese Harper, the CEO of Elements. It is a platform designed to provide faster and more effective financial advice. The innovative approach of Elements simplifies financial diagnostics, making it accessible to a diverse audience. The episode explores the evolving landscape of financial services and the need for simplicity and ac…

Jason talks to Andres Jones, Co-founder, and CEO of Facet. It is a fintech company challenging traditional financial planning models and aims to introduce an advanced form of financial planning to underserviced markets often neglected by the industry. They use a subscription-based approach, focusing on a broader definition of financial planning bey…

On today's episode, Jason and Guy will reflect on 51 impactful episodes of Fintech Impact. From CRM evolution to the rise of AI in finance, this conversation explores cutting-edge trends and thought-provoking discussions that shaped the year, sharing insights into cybersecurity, marketing, and innovative solutions revolutionizing the advisory lands…

Jason talks to Manu Smadja, CEO and Co-Founder of MPower Financing. MPower Financing is a company that specialises in lending loan to international students because they have their own specific challenges that are encountered by many people who come to a foreign country. Episode Highlights: 02:30: Manu elaborates on his realization about the ongoin…

Jason talks to Ian McKenna, founder of advisersoftware.com. Ian is a guru of advisor technology in the UK and has a great lens on both the UK and technology around the world. He is here to capture his and Jason’s casual and informative discussions about the industry's past, present, and future, offering listeners a valuable perspective on the finte…