Fintech Impact

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Fintech Impact

Jason Pereira

403 episodes

2 days ago

Fintech 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.

Hosted on Acast. See acast.com/privacy for more information.

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All content for Fintech Impact is the property of Jason Pereira and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Fintech 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.

Hosted on Acast. See acast.com/privacy for more information.

Show more...

Episodes (20/403)

Fintech Impact

ElektraFi with Antonio Zivanovic | E403

In today's episode of FinTech Impact, Jason interviews Antonio Zivanovic, the Founder and CEO of ElektraFi - an online platform that democratizes access to independent financial guidance for employees. Antonio shares the origin story of ElektraFi, its mission to provide cohesive financial insights and advice, and the innovative ways it supports individuals in managing their finances. Listen in as they discuss the importance of financial well-being, AI integration, and future plans for the platform. Ideal for business owners and employers interested in enhancing employee financial health.

Hosted on Acast. See acast.com/privacy for more information.

2 days ago

30 minutes 38 seconds

Fintech Impact

FinMate AI with Daniel Yoo | E402

In this episode of FinTech Impact, host Jason Pereira interviews Daniel Yoo, the founder of FinMate AI, an AI-driven advisor meeting notation software. Daniel explains the origins of FinMate AI, stemming from his frustrations as a financial advisor with the note-taking process. He delves into the various challenges the company has faced, the hyper-competitive market, and how they plan to differentiate themselves by providing a custom, service-oriented approach rather than a purely scalable software solution. Daniel also shares his insights on the evolving landscape of AI in financial services and emphasizes the importance of realistic, honest conversations within the industry.

Tune in to learn more about the future of AI in financial advising and how FinMate AI aims to stand out in a crowded field.

Hosted on Acast. See acast.com/privacy for more information.

1 week ago

23 minutes 59 seconds

Fintech Impact

KayOs with David Weinstein | E401

In this episode of FinTech Impact, host Jason Pereira talks with David Weinstein, CEO, and co-founder of KayOs, a company helping businesses become AI-native by structuring their data and operations. David shares how KayOs organizes both structured and unstructured data into contextual graphs to enhance AI and agent capabilities within organizations. They discuss the origins of KayOs, the challenges businesses face with data management, and the various tools and models used to make data actionable. The conversation also delves into the future of AI, its ethical implications, and how companies can adopt AI technologies without losing the human touch.

Tune in to learn about the innovative approaches KayOs employs to turn business data chaos into order.

Hosted on Acast. See acast.com/privacy for more information.

2 weeks ago

30 minutes 46 seconds

Fintech Impact

Episode 400 with Julia Carreon | E400

In this milestone episode of FinTech Impact, Jason Pereira celebrates the 400th episode with special guest Julia Carreon. Julia, a respected executive with over 25 years of experience in financial services, discusses her impressive career and her stance on digital transformation within the industry. She highlights her notable achievements, including leading digital initiatives at Wells Fargo and Citibank. The discussion delves into the challenges of implementing AI and innovative technologies in traditional banking systems, the importance of execution, and the complexities of integrating new technologies in an industry hampered by outdated systems and organizational bureaucracy. Julia also shares her views on the pitfalls of the robo-advisor hype and the importance of proper onboarding processes. This episode offers a candid, in-depth look at what it takes to drive real change in financial services.

Hosted on Acast. See acast.com/privacy for more information.

3 weeks ago

39 minutes 18 seconds

Fintech Impact

Influence Snapshot with Matt Halloran | E399

In this episode of FinTech Impact, host Jason Pereira welcomes Matthew Halloran, co-founder of ProudMouth. ProudMouth has become a leading podcast platform for financial advisors, helping them develop and broadcast their voices. They recently introduced Influence Snapshot, a tool designed to identify marketing gaps and boost an advisor's influence. Matt and Jason delve into the importance of niche marketing, detailed content strategies, and the impact of consistent branding. They also explore how Influence Snapshot can provide key insights into areas such as audience targeting, brand credibility, and content synergy. Join them for an informative conversation on enhancing advisory practices through effective content marketing.

Hosted on Acast. See acast.com/privacy for more information.

1 month ago

28 minutes 57 seconds

Fintech Impact

Cache with Srikanth Narayan & Wesley Gray | E398

In this episode of FinTech Impact, host Jason Periera interviews Srikanth Narayan, CEO of Cache, and Wesley Gray, CEO of Alpha Architect and ETF Architect. The discussion centers around their collaborative effort to bring sophisticated financial solutions, specifically 351 and exchange funds, to a broader audience. They delve into the workings of Cache, a modern brokerage for concentrated stock positions, and Alpha Architect's focus on creating tax-efficient ETFs. This episode highlights the challenges of concentrated stock holdings and how these innovative financial products can help mitigate risk and promote diversification. Together, they emphasize the importance of financial education and transparency in making these solutions accessible to more investors. Tune in to learn how Cache is revolutionizing the financial landscape.

Hosted on Acast. See acast.com/privacy for more information.

1 month ago

25 minutes 55 seconds

Fintech Impact

Ansel Health with Veer Gidwaney | E397

In this episode of FinTech Impact, host Jason Pereira interviews Veer Gidwaney, CEO and founder of Ansel Health, a company providing innovative supplemental health insurance designed to cover 13,000 medical conditions with automatic claims processing. Veer explains the motivation behind starting Ansel Health, emphasizing the need to ease financial burdens caused by medical events thanks to high deductibles in traditional health plans. He details how Ansel Health differentiates itself from incumbents by offering a broader range of coverage and simplified, automated claims, leading to higher utilization and customer satisfaction. Veer also discusses the company's focus on delivering value to end users and the significant challenges faced in changing industry perspectives on health insurance. Employers and employees can learn how Ansel Health aims to create a hassle-free experience and potentially ease the burden on HR departments. Tune in to learn more about how Ansel Health is transforming supplemental health insurance in the US.

Hosted on Acast. See acast.com/privacy for more information.

1 month ago

21 minutes 52 seconds

Fintech Impact

Bequest with Anna Mouland | E396

In this episode of FinTech Impact, host Jason Pereira interviews Anna Mouland, CEO and co-founder of Bequest, an innovative B2B SaaS platform designed to automate and streamline the administration of trust estates and powers of attorney. Anna explains how Bequest enhances efficiency for legal professionals with features like an advanced accounting module and automated intake processes. She shares the company's origins, discusses the challenges of estate adjudication, and highlights the importance of a comprehensive end-to-end solution in the legal tech space. Listen in to learn how Bequest is revolutionizing the tedious tasks involved in estate administration and making life easier for both professionals and clients.

Hosted on Acast. See acast.com/privacy for more information.

1 month ago

20 minutes 32 seconds

Fintech Impact

PayJoy with Doug Ricket | E395

In this episode of FinTech Impact, host Jason Periera interviews Doug Ricket, founder and CEO of PayJoy. They discuss PayJoy's journey from financing smartphones to providing comprehensive credit solutions in emerging markets. Doug shares insights on utilizing technology to secure loans, the challenges of serving unbanked populations, and PayJoy's mission as a public benefit corporation to promote financial inclusion. The conversation also explores the use of predictive AI in credit scoring and the impact of regulatory frameworks on their lending operations. Learn how PayJoy is transforming access to financial tools and services across the globe.

Hosted on Acast. See acast.com/privacy for more information.

1 month ago

32 minutes 15 seconds

Fintech Impact

SmartKX with Lacey Shrum | E394

In this episode of FinTech Impact, host Jason Pereira sits down with Lacey Shrum, founder of Smart KX, to discuss how her innovative platform is transforming revenue management for Registered Investment Advisors (RIAs).

Lacey shares her journey from law to fintech, the challenges advisors face with billing and compliance, and how Smart KX automates complex fee calculations, improves business intelligence, and streamlines compliance. Discover how RIAs can increase revenue, gain actionable insights, and operate more like businesses than practices.

If you’re an RIA looking to optimize your billing cycle and grow your business, don’t miss this episode!

Hosted on Acast. See acast.com/privacy for more information.

2 months ago

31 minutes 26 seconds

Fintech Impact

Extend with Andrew Jamison | E393

In this episode of FinTech Impact, host Jason Pereira interviews Andrew Jamison, co-founder and CEO of Extend. Extend is a platform that enhances traditional banking services by offering innovative payment processing and management tools specifically designed for emerging middle-market businesses. Andrew shares the origin story of Extend, how it collaborates with traditional banks, and the platform's focus on providing seamless and automated spend and expense management solutions. They discuss the challenges of integrating with traditional banking systems, the advantages of virtual cards, and the future of embedded finance in B2B transactions. If you're looking to streamline finance operations within your business, this episode is a must-watch.

Hosted on Acast. See acast.com/privacy for more information.

2 months ago

34 minutes 36 seconds

Fintech Impact

Trayecto with Russell Kroeger | E392

In this episode of FinTech Impact, host Jason Pereira interviews Russell Kroeger, CEO and founder of Trayecto. Trayecto is an online platform designed to assist advisors by providing in-depth tax information for clients with complex compensation models, such as equity compensation and self-employment. Russell shares the origins of Trayecto, the challenges faced by their target clients, and how Trayecto's innovative tools offer more precise tax projections and seamless financial planning. Discover how Trayecto integrates with financial planning and tax preparation tools, and Russell’s vision for the future of the company. Stay tuned for insights into the evolution of the financial planning profession and the energizing journey of building a pioneering FinTech solution.

Hosted on Acast. See acast.com/privacy for more information.

2 months ago

22 minutes 17 seconds

Fintech Impact

Fifr with Daniel Alfi | E391

In this episode of FinTech Impact, Jason Pereira interviews Daniel Alfi, CEO and co-founder of Fifr, a platform combining investing, financial wellness, personal money automation, and financial advice in one package. Daniel shares his journey from a financially strained college student to a financial wellness advocate, his career at Morgan Stanley and Iconic Capital, and the inception of Fifr. They discuss the evolution, execution, and user experience of Fifr, emphasizing its focus on high-income earners and tech workers. Daniel also elaborates on the platform's unique features, including proactive tax management and AI chat assistants, as well as his vision for the future. Tune in to learn how Fifr aims to democratize good financial habits and optimize client outcomes through innovation and technology.

Hosted on Acast. See acast.com/privacy for more information.

2 months ago

24 minutes 30 seconds

Fintech Impact

Wealthfeed with Sam Kendree | E390

In this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients. Sam discusses the origin of Wealthfeed, its development, and how the platform uses data to pinpoint life events that signal potential clients. The discussion includes practical advice on targeting prospects without appearing intrusive and the value of automated, compliant marketing. Tune in to learn how Wealthfeed leverages data to drive organic growth and add value to financial advisory practices.

Hosted on Acast. See acast.com/privacy for more information.

3 months ago

26 minutes 51 seconds

Fintech Impact

Notes with Divine | E389

Join host Jason Pereira as he converses with Divine, the visionary behind Notes Technology. This innovative platform empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge. Learn about the longstanding issues within the traditional music industry and how Notes Technology is levelling the playing field for artists. From financial literacy to AI-powered support, discover how this platform is transforming the careers of creatives. Don't miss this insightful episode on how to monetize artistic talents without the exploitative middlemen.

Hosted on Acast. See acast.com/privacy for more information.

3 months ago

24 minutes 4 seconds

Fintech Impact

Workfusion with Adam Famularo | E388

In this episode of FinTech Impact, host Jason Pereira interviews Adam Famularo, CEO of Workfusion. They discuss Workfusion's innovative use of artificial intelligence to combat financial crimes, specifically anti-money laundering, and the development of AI agents for compliance in banks. Adam explains how machine learning models, developed in collaboration with multiple banks, are packaged into digital workers, now called AI agents, which significantly expedite processes such as transaction screening and KYC (Know Your Customer). They also dive into the concept of human-in-the-loop, the importance of purpose-built AI, and the transformation of traditional financial compliance roles through AI integration. This interview offers a deep dive into the future of fraud detection and compliance in the financial sector.

Hosted on Acast. See acast.com/privacy for more information.

3 months ago

30 minutes 45 seconds

Fintech Impact

Ridgeline with Alex Benke | E387

In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for financial advisors that covers front, middle, and back office functionalities. Alex dives into Ridgeline's inception, the all-in-one approach for asset managers, and how they're leveraging artificial intelligence to enhance operational efficiency. They also discuss the historical deficiencies in financial software, the conservative nature of asset managers in adopting new tech, and what's on the horizon for AI applications within Ridgeline.

Hosted on Acast. See acast.com/privacy for more information.

3 months ago

27 minutes 59 seconds

Fintech Impact

Symmetry Systems with Claude Mandy | E386

Welcome to FinTech Impact! In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. Symmetry Systems specializes in securing enterprise data, by managing access points, and monitoring data flows. Claude shares the company's history, their unique approach to data security, and how they minimize attack vectors while optimizing data access. The discussion highlights the importance of viewing data both as an asset and a potential liability. Gain insights into how Symmetry's innovative solutions have led to substantial cost savings and improved security for large enterprises.

Hosted on Acast. See acast.com/privacy for more information.

4 months ago

33 minutes 52 seconds

Fintech Impact

RIA Growth Catalyst with Julien Baneux | E385

In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and analyze massive amounts of data for better decision-making in RIA acquisitions. The conversation also covers how the platform provides significant advantages to both buyers and sellers in the highly fragmented RIA market. Listeners will hear about the challenges, future plans, and the potential for AI to transform the industry.

Hosted on Acast. See acast.com/privacy for more information.

4 months ago

25 minutes 3 seconds

Fintech Impact

Bonsai with Robert DeChellis | E384

In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's balance sheet, income statement, and asset allocation. He shares insights from his extensive 36-year career in financial advising and the motivations behind founding Bonsai during the global financial crisis. The conversation dives into the mechanics of ALM, the significance of risk-based products like annuities, and the challenges and opportunities in integrating investment and insurance solutions. Tune in to learn how Bonsai is making comprehensive retirement planning accessible to all investors.

Hosted on Acast. See acast.com/privacy for more information.

4 months ago

27 minutes 3 seconds