Fintech Impact

Summary:In this 103rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Tea Nicola, Co-founder and CEO of Wealthbar, and Pawel Brzeminski, Founder and CEO of Snap Projections, to talk about what led to their companies’ partnership, fintech’s rise and the financial planning industry’s move towards technology, and more. Episode Highlights: ● 00:46: – Wealthbar is one of Canada’s first robo-advisors. ● 01:18: – Snap Projections is a financial planning platform for advisors. ● 02:38: – Tea was interested in Snap Projections after using it herself for years as a solution to having to do calculations in Excel and then manually transfer data over into reports for clients. ● 04:33: – Pawel was interested in the relationship because he wanted a partner to help grow and improve the platform. ● 06:44: – Snap Projections has helped Wealthbar grow because it has been helpful to own software that allows advisors to work mo