Fintech Impact

Summary:Host Jason Pereira interviews the leadership team of Four Eyes Financial, a data discovery tool used by brokers and dealers to help gather information and transform their businesses from transaction based to relationship based. The group discusses their integrative approach, dynamic tools, customization, and future plans in the industry.Show Notes:● 0:55 - Introduction and background of Four Eyes Financial● 2:35 - Transactional vs. transformational approach● 3:55 - The process of the tool● 6:11 - The advisor aspect of the process● 7:15 - Still rolling out the tool, but have discovered two issues● 8:22 - A new way to approaching the client portal● 9:27 - Still working out details about ownership● 12:10 - The group explains the transparency of accounts● 13:30 - They explain the dynamic tools that clients can use on their sites● 14:58 - How they layer solutions● 17:18 - Integration vs. innovation. Staying one step ahead of competition.● 19:07 - Their biggest shock entering the industry was the “dirty” da