Fintech Impact

Jason Pereira talks to Sheldon Brow, founder of Pocket Finance; a platform for greater collaboration between clients and advisors giving them a personal financial management app on their phone that not only helps track their wealth but also educates them.Episode Highlights:1.04: Pocket finance is a dual interface fintech platform that could be a personal finance management tool for the consumers to help them safely and successfully navigate finance. 4.03: If a user has an average balance of 10,000 or more for six months or longer than they are making the minimum payment or low payment, you populate a notification that says you might want to change this to a different product to drop the interest rate in half to pay it off a lot sooner, says Sheldon5.01: The problem with banks is that the high-pressure sales that they have in there, it is this constant product dumping and doesn’t always mean it is a meaningful product for the client. 10.48: Being able to aggregate the data as one thing, any company c