Fintech Impact

In this episode of FinTech Impact, host Jason Pereira welcomes Alison Susko of Asset-Map and Torie Happe of Holistiplan to discuss the concept and importance of community-based marketing within the advisor technology sector. Alison and Torie share their backgrounds in financial services technology and how they developed successful community marketing strategies to promote their companies. They emphasize the value of building relationships, grassroots education, and collaboration within the industry. Their approach highlights the necessity of personal connections and proactive communication in achieving business success and driving innovation within the financial planning space. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Rodney Williams, co-founder and president of Solo Funds. The platform offers an innovative approach to peer-to-peer lending, targeting issues with payday loans and credit cards by creating a mutually beneficial system for those in need of capital. They discuss the origin of Solo Funds, the transparent and borrower-driven structure, and the community-centered approach that sets Solo apart. Rodney also shares success stories and highlights the challenges and advantages of building an impactful financial service. Don't miss this insightful conversation on reshaping the lending landscape. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason Pereira interviews Jimmy Gill from Versoft Consulting about the intricacies of investment technology and data migrations. The conversation explores the challenges of integrating various investment technologies, outlining how Versoft Consulting assists in streamlining technology stacks for financial advisors. They delve into the complexities of data migration between portfolio management systems, highlighting the diverse issues encountered during such transitions and offering insights into best practices for successful conversions. The episode wraps up with discussions on how comprehensive solutions and problem-solving approaches can significantly alleviate operational inefficiencies within the finance industry.Episode Highlights:00:33: Jason thanks Jimmy Gill of Versoft Consulting for joining the podcast.00:35: Jimmy introduces Versoft Consulting, its mission, and services in the finance sector.01:20: Explanation of Versoft’s services, including portfolio management, d

Jason Pereira interviews Arnulf Hsu, CEO and Co-founder of GReminders. Arnold discusses the company's journey from being a client notification system to becoming an AI powered end-to-end meeting management platform tailored for financial advisors. The conversation dives into how GReminders focuses on automating the entire client meeting lifecycle through AI and intricate integrations with CRM systems. Arnold also highlights the significant time savings GReminders offers financial advisors and shares insights into the company's client-focused approach to software development and enhancements.Episode Highlights:00:08: Jason Pereira introduces the show and his guest, Arnulf Hsu of GReminders, explaining its role in meeting workflow management for financial advisors.00:30: Arnold thanks Jason for having him on the show.02:55: Arnold emphasizes the platform's use of workflow automation and AI to enhance the client meeting experience from start to finish.03:10: He shares GReminders' origin story, initially starting

Jason Pereira interviews David Silverstein, Founder of Ned, a white label online platform aimed at enhancing lender transparency and cash flow visibility for small to medium-sized businesses. Silverstein discusses the origin of Ned, emphasizing transparency and trust between lenders and borrowers, and explains how Ned facilitates cash flow lending with real-time borrower insights. He further explores the challenges faced by conventional lending systems and how Ned addresses these by offering innovative solutions for lenders to design custom capital products, thereby enhancing their market share and efficiency. The conversation delves into the significance of real-time cash flow data, enabling better risk assessment and lending practices.Episode Highlights:00:08: Introduction to the podcast and David Silverstein, founder of Ned.00:27: David Silverstein expresses appreciation for being on the show.00:30: David gives an overview of Ned's platform capabilities and offerings.01:41: The origin story of Ned and how

Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify's focus on reducing complexity, creating seamless workflows, and offering a comprehensive trade engine are discussed, alongside a dive into their future roadmap and technology enhancements. The episode concludes with insights on the importance of building platforms that resonate with industry needs.Episode Highlights:00:28: Vickie expresses gratitude for the introduction and humorously notes the accuracy.00:32: Jason asks Vickie to elaborate on Amplify's offerings.00:36: Vickie outlines Amplify's inception from an RIA seeking better tech solutions. 01:32: Discussion on the platform's features, trade engine, and model marketplace.02:42: The journey of Am

In this episode of Fintech Impact, Jason Pereira interviews Mark Friedenthal, Founder and CEO of Tolerisk, about the innovative risk profiling platform his company offers to financial advisors. Mark explains how Tolerisk differentiates itself by integrating financial data into client risk profiles, providing a more holistic understanding of both risk tolerance and capacity. He discusses the company's origins and challenges, highlighting the improvements Tolerisk has made over traditional methodologies like Monte Carlo simulations. The conversation underscores the importance of proper client profiling in risk assessment and the significant role Tolerisk plays in bridging investment management with financial planning.Episode Highlights:00:09: Introduction to the podcast episode and the guest, Mark Friedenthal, CEO of Tolerisk.01:04: Mark shares the origins of Tolerisk and the problems it aims to solve with client risk profiling.02:07: Development of a solution for profiling client tolerance that integrates with

Jason Pereira interviews Miles Paschini, CEO of FV Bank, an innovative Fintech startup. The discussion revolves around FV Bank's mission to bridge traditional banking with cutting edge financial technologies like blockchain and FinTech solutions. Miles reflects on his journey in the payments industry and highlights FV Bank's efforts to cater to FinTech and blockchain companies by offering compliant and tech-forward banking services. The episode dives into the challenges of building a bank of the future and explores emerging trends like the growing importance of stable coins and real-time money movement.Episode Highlights:00:09: Jason Pereira introduces the podcast and guest Miles Paschini, CEO of FV Bank, highlighting its innovative approach to providing banking services for SMEs using blockchain.00:30: Miles explains the meaning of FV Bank, emphasizing their focus on combining traditional banking with Fintech and blockchain technologies.01:21: Jason inquires about the history and inception of FV Bank.01:21:

Jason Pereira interviews Helen Yang, Founder and CEO of Andes Risk, a financial technology company offering a next-generation risk assessment platform for financial advisors. The conversation highlights how the company employs behavioral finance to enhance investment strategies and provide personalized financial advice. Jason Pereira delves into the origins and implementation of Andes Risk, uncovering how it integrates into existing workflows to assess risk tolerance and behavioral biases. Helen emphasizes the importance of blending technology with psychological insights to improve investor outcomes and touches on the ongoing development in this space.Episode Highlights:00:09: Introduction to Helen Yang, founder and CEO of Andes Risk, and the purpose of the podcast conversation.00:31: Helen talks about Andes Risk and its focus on a risk and behavioral finance solution for advisors.00:52: Discussion transitions into the origin story of Andes Risk and Helen's passion for behavioral finance. 01:58: Exploring the

In this episode of Fintech Impact, Jason Pereira interviews Jeff Marsden, Chief Product Officer at PureFacts, a leader in revenue management for financial advisory and investment management firms. They explore the complexities of revenue management, including regulatory challenges, individualized advisor fee structures, and data integration from multiple sources. The discussion also touches on the company’s strategic acquisitions, the integration of AI to enhance data quality and operational efficiency, and future industry trends like outcome based models in wealth management.Episode Highlights:00:09: Introduction by Jason Pereira about Jeff Marsden and PureFacts, focusing on complexities in revenue management.00:27: Jeff Marsden expresses his pleasure in being on the show.00:29: Jeff Marsden discusses the history of PureFacts and their global expansion.01:09: Jeff digs into the DNA and history of the company, emphasizing late 90s billing systems.02:54: Conversation about fee complexities, daily moving number

In this episode, Jason Pereira interviews Sindhu Joseph, CEO, and Co-founder of CogniCor, an AI platform designed to transform the financial advisory industry. They discuss how CogniCor's AI co-pilot assists financial advisors by enhancing their productivity and enabling personalized client interactions. Sindhu shares the inspiration and technology behind CogniCor, emphasizing the platform's potential to democratize access to wealth. They also touch on AI's evolution beyond general AI and delve into CogniCor's multi-faceted capabilities that streamline advisors' workflows. The episode concludes with Sindhu's reflections on industry fragmentation and the company's mission to bridge wealth disparities.Episode Highlights:00:08: Introduction of Jason Pereira and the podcast episode featuring Sindhu Joseph, CEO of CogniCor.02:00: Discussion on the origin story of CogniCor and Sindhu's background in AI and finance.04:31: Overview of AI technology in CogniCor and its components, including machine learning and deduct

In this episode Jason Pereira talks with Kevin Knull, President of TaxStatus, about the innovations TaxStatus is bringing to the field through its seamless data integration with the IRS. Kevin discusses how the company sources taxpayer data, with the consent of the taxpayer, to help clients make well informed financial decisions. He highlights the broader applications and benefits including financial advising, loan origination, and identity verification. The episode also covers the importance of identity security and Kevin's vision for enhancing the quality of financial advice using comprehensive insights derived from IRS data.Episode Highlights:00:08: Jason Pereira welcomes Kevin Knull, president of TaxStatus, to discuss the role of his company in gathering IRS data to improve financial advising.01:23: Kevin talks about the foundation of TaxStatus, which was formed to address the challenges in obtaining taxpayer data from the IRS efficiently.04:41: Kevin Knull outlines the process of tying into the IRS, emph

In this episode, Jason Pereira interviews Chanddeep Madaan, the CEO and founder of Aya Care, a health spending account provider in Canada. The discussion focuses on Aya Care's mission to remove financial barriers for accessing health and wellness services. Madan explains how Aya Care uses technology to streamline the process, reducing the hassle of reimbursement, and enabling employees to utilize health spending accounts easily. They also explore the economic impact of traditional insurance versus the flexibility offered by Aya Care's solution.Episode Highlights:00:09: Introduction of the episode featuring Chanddeep Madaan, discussing his company Aya Care and its role in health spending account management.00:46: Chanddeep Madaan expresses gratitude for being invited to the podcast.00:51: Madan shares the inspiration and mission behind starting Aya Care, highlighting financial barriers in accessing health services in Canada.02:32: Jason Pereira aims to understand out-of-pocket expenses in existing health plans

In this episode, Jason Pereira interviews Ben Borodach, co-founder and CEO of April, a FinTech company focused on integrating tax calculations into financial apps to help users make smarter financial decisions. Ben discusses his entrepreneurial journey, challenges faced when building April, and the importance of simplifying tax processes for consumers. The conversation delves into how April's technology leverages data to create a more efficient and seamless tax filing experience. It also touches on the potential for positive disruption in the financial industry by embedding tax-related services in financial apps.Episode Highlights:00:09: Introduction to the podcast and guest Ben Borodach of April. 00:55: Ben discusses his background and the creation of April.01:46: His experience at Deloitte and the shift to financial tech.02:33: Ventures into finance, technology, and company incubations.03:25: The unbundling and re-bundling of financial services.04:12: Tax as a neglected yet critical financial record-keeping

In this episode of Fintech Impact, host Jason Pereira interviews Yelena Shkolnik, Partner at Jump Capital, a venture capital firm specializing in fintechs at the Series A level. The conversation explores the firm's approach to investments, particularly how they evaluate companies transitioning from startup to a more established phase, focusing on consistent, repeatable revenue streams and team dynamics. They discuss the transition from founder-led sales to institutionalized processes and provide insights into market trends, product validation, and scaling strategies, all within the fintech sector.Episode Highlights:00:39: Yelena provides an overview of Jump Capital, noting their focus on Series A investments and their team distribution between Chicago and New York.02:30: Jason discusses Series A investments as a pivotal stage where a company must have a clear product-market fit.02:48: Yelena outlines what Jump Capital looks for in Series A companies, emphasizing revenue and team capabilities.04:29: The themat

In this episode of Fintech Impact, Jason Pereira interviews John Connell, CEO and Co-founder of Focal, an AI-driven meeting notation software. They discuss Focal's mission to enhance client relationship management for financial advisors, emphasizing proactive AI solutions beyond simple note-taking. John shares insights on Focal’s development journey, the role of AI agents, and the niche they are carving in the wealth management and tech landscape. They also explore the importance of regulatory compliance and the challenges and opportunities faced in integrating AI into financial advisory workflows.Episode Highlights:00:11: Jason introduces the podcast and guest, John Connell of Focal.00:30: Jason discloses his advisory role in Focal.00:35: John appreciates Jason's insights into the product.00:42: Jason introduces John for a marketing pitch on Focal.04:25: Jason makes a humorous remark about his avatar existence.04:36: John concludes on Focal's mission and evolution since launching.04:49: Jason addresses compe

In this episode of Fintech Impact, host Jason Pereira interviews Tim Brackney, CEO of Springline Advisory, about their innovative approach to scaling mid-market advisory and accounting firms through the implementation of advanced technology and strategic acquisitions. The discussion covers SpringLine's inception, their private equity backing, and how they help firms transition from a localized operation to an enterprise-level structure, allowing them to focus more on their core competencies. Brackney also explains how the company's business model gives these firms a competitive edge in a large yet underserved market. The episode emphasizes the importance of maintaining the essence of the founding firm while leveraging technological advancements to facilitate organizational growth.Episode Highlights:00:10: Jason Pereira introduces Tim Brackney, CEO of Springline Advisory, discussing the company’s role in helping mid-market advisory firms scale through technology.00:37: Brackney gives an overview of Springline'

In this episode of Fintech Impact, Jason Pereira interviews Tachat Igityan, Founder of Destream, a platform designed to help content creators monetize their work more efficiently. Tachat describes Destream as a fintech solution aimed at simplifying payment processes for creators, addressing issues associated with traditional payment systems like PayPal. The discussion covers various challenges faced by content creators in getting compensated fairly and promptly, alongsidethe complexities of compliance and risk management within financial systems. Tachat also shares his vision for Destream, including potential expansion into financial products such as loans for creators.Episode Highlights:00:09: Introduction from Jason Pereira and overview of Destream.00:26: Tachat Igityan discusses the purpose of Destream for content creators.00:53: Exploration of the complexities in payment systems like PayPal.01:02: Origin story of the company, identifying payment issues for creators.02:44: Problems with traditional payment

In this episode, Jason Pereira and Guy Anderson engage in a year-end review of the Fintech Impact podcast, covering insights and trends in financial technology over the past year . They discuss the evolving landscape of fintech solutions, AI integration, and challenges faced in areas such as open banking and data aggregation. Various guests and their contributions to sectors like estate planning, tax, and insurance were recalled, highlighting the innovative strides made bycompanies in these niches. The conversation also touches upon future predictions and aspirations for 2025 in fintech advancements.Episode Highlights:00:11: Introduction to the end-of-year recap and guest host Guy Anderson.00:29: Guy celebrates being part of the episode and appreciates the podcast's work.00:32: Jason and Guy plan to discuss the year’s achievements and developments.01:16: Elements and its evolution in financial diagnostics is highlighted.01:28: Jason shares insights on conversations with guests over the years.02:12: Jason and

In this episode of Fintech Impact, Jason Pereira interviews Mike Conover, CEO and Co-founder of Brightwave, an AI-driven investment research platform. Mike discusses how Brightwave leverages machine learning and artificial intelligence to provide insightful financial analysis by synthesizing data from multiple sources and uncovering patterns. The episode delves into the challenges of using AI for financial research, the advantages of Brightwave's approach, and the vision for the platform's future in the industry. Jason and Mike also explore the broader implications of generative AI in high-stakes domains like finance.Episode Highlights:00:09: Jason Pereira introduces the FinTech Impact podcast with guest Mike Conover, CEO of Brightwave, introducing the AI-driven research platform to the audience.00:34: Mike expresses his appreciation for being on the show, signalling the start of the conversation about Brightwave.00:36: Jason asks Mike to describe Brightwave, leading to a concise explanation of the platform's