Fintech Impact

Jason Pereira talks to Kevin Victor, VP of Sales & Partnerships at Mako Financial Technologies. It is essentially SASS for wealth workflow automation. Episode Highlights02.00: Kevin says that in 2018 it seemed very difficult to have strong remote operations and that in itself was a challenge. More importantly it has always been a headache that private equity firms, VC firms, alternative investment firms, or anyone who ultimately leverages this agreement to complete investor onboarding are an absolute nightmare. 04.30: Kevin talks about the unique type of workflow arrangement. How do you go from your firm's internal documents to the wide variety of account opening forms while going between a household to just let alone individual investor documents, non-Reg, TFSA, RSP?08.01: Most advisors have discretion over how they manage money. If you are dealing with major bank, Jason can pretty much guarantee you that if he goes to 12 different advisors at random, they all have different portfolios and how they