Fintech Impact

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 companies can enhance their brand presence and connect with their audience more effectively.Episode Highlights:00:11: Jason introduces the podcast and guest Diana Cabrices, highlighting her unique role in the FinTech industry as a consultant focused on brand amplification and storytelling.00:37: Diana explains her work involves helping FinTech companies, wealth tech companies, and solutions providers for financial advisors to amplify their brand. She details her approach to creative marketing, storytelling, and brand evangelism, emphasizing the importance of presenting solutions in a dynamic and accessible manner.04:47: Jason queries Diana on what it looks like to collab

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, and the trade-offs inherent in taking control of one's technological landscape. Episode Highlights:00:10: Jason Pereira introduces the show and guest Manish Khatta, CEO of Potomac Fund Management, setting the stage for a discussion about the uncommon path of solving one's own technology challenges in the asset management space. Manish's role at Potomac as a catalyst for technological innovation will be explored, highlighting how it diverges from the standard FinTech discourse.01:39: The conversation pivots to Potomac's multi-faceted business model, exploring its structure as a third-party money manager, an in-house TAMP offering, and a provider of mutual funds. This p

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 experience of over 40 years in servicing family business owners and professionals provides listeners with a blend of wisdom, practical strategies, and a vision for the future of financial advising.Episode Highlights:00:11: Jason Pereira welcomes Rick Scruggs and gives an overview of Rick's extensive experience in the financial sector, particularly in serving family business owners and professionals. This sets the stage for a discussion on scaling advisory practices through valuable propositions and technological advancements.02:33: Rick highlights the universal truth of mortality and the significance of financial planning and goal-setting to secure a prosperous future for o

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 owners on understanding and leveraging their business value effectively.Episode Highlights: 00:11: Jason welcomes listeners and introduces Jason Early, founder, and CEO of RISR. He highlights RISR's focus on helping financial advisors provide comprehensive advice to business owners, emphasizing the importance of understanding the business's value.01:21: Early shares the inspiration behind RISR, rooted in the staggering demographics of private company ownership transitioning in the coming years. He emphasizes the need for better tools and technology to serve business owners effectively, addressing a crucial market demand.03:47: The conversation shifts to the importanc

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 more human through technology.Episode Highlights:00:47: Andrew takes the lead to describe Lydia's vision. He portrays Lydia as an empathetic AI collaborator, designed to improve advisors' interactions with clients for better outcomes. He emphasizes the project's humanistic approach, highlighting the ambition to use technology not as a replacement but as an enhancer of human capabilities. This vision challenges conventional fears about technology undermining human roles.04:12: Both Brian and Andrew narrate their personal and professional journeys, leading up to their collaboration on Lydia. Their stories emphasize the value of cross-disciplinary insights in creating sol

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 the establishment of Taiko, its value proposition for financial advisors, and the nuanced details of operating a tech-enabled OCIO in today's financial environment.Episode Highlights:00:10: Jason introduces the episode and welcomes Chris from Taiko Advisor, setting the stage for a conversation about how Taiko combines traditional investment consulting with modern technology to create customized investment platforms for financial advisors.03:41: Delving deeper, Jason probes into the partnership dynamics between Taiko and investment managers, exploring how Taiko sources managers through an institutional lens, and the due diligence involved in these partnerships to en

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 advisory relationships, the platform aims to illuminate pathways for improvement and scaling. The conversation delves into the origins of Practice Intel, the role of data in refining advisory services, and how advisors can leverage these insights for substantial growth.Episode Highlights: 00:08: Jason Pereira shares an overview of Practice Intel's mission to enhance advisory growth through data analytics. Tom Rieman expresses enthusiasm about the platform's capabilities and its genesis from a realization of the industry's commoditized nature and the power of data in distinguishing exceptional advisors.02:32: Tom highlights the transformative potential of bringing indus

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 the wealth management community.Episode Highlights:00:11: Jason Pereira introduces the episode, highlighting the focus on Opto Investments, a tech-driven solution aiming to streamline the fragmented private market landscape. This introduction sets the stage for an in-depth exploration of how technology can enhance wealth management.00:29: Ryan VanGorder shares Opto Investments' mission to integrate private markets into modern wealth management more seamlessly. He emphasizes the company's partnership-driven model, which includes holistic portfolio construction, intuitive workflows, and customized solutions tailored to advisors' needs and their clients.01:21: The conver

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 motivations behind the creation of 8Twelve Mortgages and how it's setting new standards for efficiency and customer satisfaction in the mortgage space.Episode Highlights00:50: Gary delves into the inception story of 8Twelve Mortgages, painting a picture of a mortgage brokerage envisioned as a one-stop digital shop. He draws comparisons to Amazon's disruption in retail, aiming to mirror such efficiency within the mortgage sector. This innovative ambition underlines 8Twelve's foundational goal: to streamline and modernize the often cumbersome process of mortgage transactions for all parties involved.01:45: Gary outlines his methodology for revolutionizing the mortgage

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, personalized, and future-proof financial strategies. Jeff shares insights into the methodology behind Libretto, its foundational principles, and the transformative impact it seeks to achieve in the wealth management landscape.Episode Highlights: 00:11: Jason introduces the episode and guest Jeff Coyle from Libretto, setting the stage for a deep dive into how the platform aims to revolutionize financial planning by considering a comprehensive asset picture for clients.03:17: Libretto's comprehensive financial structure management is explained in detail. Jeff delves into how Libretto includes various elements like mortgages, pensions, and even future earnings in its an

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, enhancing both the advisor's efficiency and the client experience.Episode Highlights:00:11: Jason introduces Ritik Malhotra and Savvy Wealth, a platform revolutionizing how financial advisors manage and grow their practice by automating non-client facing tasks and implementing modern technological solutions.01:11: Ritik shares the journey from experiencing personal financial advisory needs to the inception of Savvy Wealth, driven by his dissatisfaction with traditional advisory services and a vision to enhance the industry through technology.02:12:Through his personal quest for a financial advisor, Ritik discovered the significance of the advisor-client relationsh

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 for financial advisors, enhancing data accuracy and integration with client relationship management (CRM) systems.Episode Highlights:00:10: Jason Pereira opens the episode by welcoming listeners to Fintech Impact and introduces his guest, Corey Westphal, highlighting his return to discuss the progress of Mobile Assistant since their last conversation in 2019. They touch on the significant changes in the world and industry since then.00:59: Detailing the core functionality of Mobile Assistant, Corey describes how the service simplifies documentation for financial advisors through a template-driven dictation process, emphasizing the human aspect of their U.S.-based t

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 digitizing investment data, and the broader implications for both investors and advisors.Episode Highlight:00:33: Ryan Eisenman briefly appreciates being a part of the podcast, leading to a deeper conversation about the genesis of Arch. The discussion lays the foundation, revealing how the pain points of investing in private markets drove the creation of Arch as a digital solution to aggregate and interpret diverse investment documents into a seamless, unified platform.05:20: Demonstrating the operational aspect of Arch, Ryan elaborates on how the platform gathers, digitizes, and structures data, ensuring a single source of truth for investment information. This proc

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 Powell sheds light on the significance of strong branding in the financial services industry, the innovative approach of Advisor Brand Builder, and offers invaluable insights into leveraging technology for branding. Episode Highlights:00:31: Tina Powell expresses her enthusiasm for being a part of the podcast and her recent encounter with Jason at T3. This initial interaction highlights Tina's vibrant presence in the financial industry and hints at the valuable insights she's poised to share on branding strategies.02:25: Tina delves into the common misconception equating brand with a logo and elaborates on the complexity of branding, including messaging, positioning

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 insightful perspectives on the future of fintech and the challenges of modernizing financial advisory services. Episode Highlights: 01:04: Madalyn Armijo shares the origin story of Dispatch, highlighting the collective realizations among the co-founders regarding the persistent data management challenges faced by financial advisors. This moment of insight led to the conception of Dispatch, aimed at addressing these issues comprehensively and efficiently.04:08: Madalyn characterizes Dispatch as a foundational utility within the wealth tech ecosystem, akin to a public utility, facilitating seamless data orchestration without requiring advisors to manage the intricaci

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 the way we approach real estate investment.Episode Highlights:00:26: Jonathan shares the concept behind Invest, emphasizing its role as a networking site where users can connect based on shared investment objectives and preferences. He details the platform's user-friendly setup process, highlighting its emphasis on compatibility and ease of use.02:16: Jonathan touches on the struggles of finding investment partners and how these experiences seeded the idea for Invest. His emphasis on leveraging online connections for real estate partnerships underscores the innovative approach of the platform.03:21: Here, Jonathan elaborates on the user journey within Invest, from

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 financial institutions. Together, they unpack the essence of banking transformation and what it signifies for the future. Episode Highlights:00:10: Jason introduces the episode with guest Emmanuel Daniel, who is set to discuss the transformation of the banking industry, as outlined in his book, "The Great Transition." The introduction sets the stage for a conversation aimed at decoupling the current and future states of banking, touching upon the evolution towards a more digital, open model that empowers customers and challenges traditional banking paradigms. 00:35: Emmanuel Daniel expresses gratitude for being on the program, preparing listeners for an insightful

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 side of clients' balance sheets. Episode Highlights: 01:26: Rohit delves into the intricacies of how SORA Finance operates, including data aggregation, analytic capabilities, and an ecosystem of lending partners. He explains the platform's unique value proposition in providing actionable alerts and insights to advisors, thereby allowing proactive debt management strategies.02:13: The origin story of SORA Finance is shared, tracing back to the identification of a significant pain point in the market excess interest paid by Americans due to unoptimized debt. This foundation story illustrates the vision and motivation behind SORA Finance.03:00: Discussion on the pressur

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 the financial industry, drawing parallels from his previous experiences in healthcare. This episode is a treasure trove for advisors seeking to leverage digital platforms for growth. Episode Highlights:00:09: Jason introduces the episode's focus on Amplify Reviews, a pivotal tool for financial advisors aiming to elevate their business through structured client reviews. Whit Lanier shares his enthusiasm for discussing the subject, setting the stage for a deep dive into the transformative potential of online reviews in the financial sector. 00:57: Lanier explains the significant impact of the SEC marketing rule changes, highlighting the newfound ability for financi

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 capturing and structuring meeting-based data, and the broader implications of AI in enhancing advisor-client interactions.Episode Highlights:00:09: Jason Pereira introduces Mark Gilbert and discusses Zocks Communications, an AI-driven platform created to assist financial advisors by capturing crucial information from meetings. Gilbert shares his excitement about the project, painting a picture of a semantic-rich platform that swiftly organizes and presents meeting data, simplifying follow-up processes for advisors.00:56: Mark Gilbert shares the backstory of Zocks Communications, sparked by his experiences at Twilio and the emerging demand to mine actionable data fro