Fintech Impact

Summary:In this 66th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a review of his experience at the Salesforce World Tour Conference in Toronto along with his colleague Alex Martin, a financial advisor with IPC Securities, Vice President at Craig & Taylor Associates, and a Founding Partner with Jason Pereira at Finally Technology.Time Stamped Show Notes:● 00:49: – Alex Martin introduces himself● 02:01: – What is Salesforce● 06:13: – Salesforce puts out multiple iterations on a yearly basis● 07:05: – What is the importance of being able to build your own APIs on top ofpre-existing software for businesses● 09:23: – Alex discusses Salesforce’s Customer 360 platform for taking serversinto one place● 12:08: – Deduplication is a problem that people deal with in legacy systems● 13:03: – What is Alex’s take on Salesforce’s Einstein Voice● 16:26: – They discuss the concept of ‘next best action’● 19:07: – What is Salesforce's Quip platform