Fintech Impact

Jason talks to Mounir Felloula, CEO and Co-Founder of Puulse. It is a challenger bank, that has specifically partnered with the company's HR departments to help enable their employees to have a positive banking experience from the moment they get paid. Episode Highlights 01:51: Mounir explains what Puulse is and the services that they provide.  03:43: Mounir explains how they facilitate money...

Jason talks to Kelly Waltrich, CEO of intentionally, a well-known marketing firm within the advisor and fintech space that helps companies market themselves effectively and get results. Episode Highlights 01:16: Most people didn't get into a business to market it, they got into a business to do the thing that they wanted to build. 05:09: Kelley is extremely particular about the firms that they wor...

Jason talks to Jose Luis Salas Calcáneo, Sales Manager at Checkbook.io. It is an online platform for not just processing payments and pushing money to where you need to be but doing it in every method from digital to the old-school methodology of SNL. Episode Highlights 00:43: As per Jose checkbook is 6 in one payment disbursement platform. They have six different railways in which they can disbur...

Jason talks to Sharon Bauer, founder of Bamboo Data consulting. It is a niche privacy and security consulting firm that basically helps companies figure out how to foster trust and responsibly profit off the use of their data. Sharon's purpose is to empower businesses to make better decisions that will build sustainable privacy and security programs so that they can instil confidence in their cust...

Jason talks to Reese Harper, CEO of Elements. It is a financial planning company focused on delivering deep, meaningful conversations between clients and advisors, but specifically focused on the key things that they need to focus on in order to be effective in their financial planning journey.  Episode Highlights 1.36: Reese shares how the idea of launching Elements came through? What factor...

Jason talks to Richard Vinhais CEO of WAX. It is a platform for ensuring collectible items of high value and making sure that if anything goes wrong with your treasured collectible or sentimental value object that basically you are protected. In addition, they have helped people with custody and leverage of these assets with that. Episode Highlights 1.42: Richard talks about his background and how...

Jason talks to Brad Joudrie and Ken Lotocki. Brad is the Chief Revenue Officer of Conquest, and Ken Lotocki, Chief Product. Today they are going to talk about the changes, growth and challenges that have occurred in the past 2.5 years.  Episode Highlights 1.16: Brad and Ken talk about conquest planning and its origin stories. 02.24: Ken talks about the adoption of new technologies and innovat...

Jason talks to Dave Carr-Pries, Vice President – consulting services at InvestorCom. Today they are going to talk about how the implementation of CFR and Reg BI has basically panned out in the last year and where the successes and challenges are?  Episode Highlights 1.31: InvestorCom is a fintech company, they provide software really focusing on helping the industry make better financial deci...

Jason talks to Adrian Johnstone, Co-founder, and President of Practifi. Practifi is an advisor centric CRM that was developed on the Salesforce platform but is not Salesforce itself and has made a name for itself in terms of leveraging the advantage to build better automation workflows and tools for advisors. Episode Highlights 0.44: Adrian explains that they use the term performance optimization...

Jason talks to Don Scott, CEO of Frank Mortgage. It is a new company looking to take the bias out of shopping for a mortgage and make sure that consumers get the best rate possible. Don talks about the surprising piece of feedback that he has received post launching Frank Mortgage.  Episode Highlights 4.30: The market has a flaw in the way it's set up. The brokers are supposed to represent th...

Jason talks to Professor Ben Charoenwong, an Assistant Professor in Finance at the National University of Singapore. Today Ben is going to talk about some research he has done specifically in the RegTech field. Ben explains how dealer broker firms would not have wanted to invest in all these technologies on their own, it's the fact that there are some regulations that kind of forced them to get so...

Jason talks to Will Robinson, CEO of Encapture. The company brings machine learning to banks and lenders to help them understand what is going on with their data and make better decisions. Anywhere anyone signed, any place someone showing up and having to fill out paperwork or submit supporting documents to do something at a bank is where Encapture can get involved.  Episode Highlights 0.58:...

Jason talks to James Tait, CEO of Underwrite Me. It is a platform that allows insurance advisors to quote and handle the entire application that underwriting cycle through one unified platform and does so in 11 countries around the world. James explains how the platform allows each insurer to configure their rules and consistently with their philosophy without asking different questions or without...

Jason talks to Nicholas Bernardo, Founder & CEO of OnBord; a simple, secure tool with automated compliance features that will save you time and money while onboarding new clients. OnBord is built to streamline the new client experience for not only the advisors but also their clients. Episode Highlights 03.02: Nick talks about his profile and what prompted him to launch OnBord. He also talks a...

Jason talks to Justin Adler, co-founder of NorthOne. It is an online Business Account with built-in features to make business banking fast and easy. Justin helps people with this entire profit for a system, they put people in envelopes or supplements, but nevertheless it's basically splitting up by dollars or percentages and making sure that when the taxman comes calling the money sitting there wh...

Jason talks to Santiago Burridge, executive chairman of Lumiant. It is a platform that helps advisors discover what really matters to their clients and helps them have more deep and meaningful conversations and guides them along the way to a deeper and more meaningful and prosperous engagement.  Episode Highlights 0.38: All the extraordinary conversation that happens between an advisor and a...

Jason talks to Guy Anderson about what happened in these past years of 51 episodes other than this one. As per Jason When it came to technology innovation, it was the bigger issues that were looked at first, but now we are looking at the smaller problems. Episode Highlights 1.59: Jason shares what was his top pick for the most interesting fintech solution for 2022.  2.04: As per Jason the clo...

Jason talks to Yasser Abou-Nasr, Senior Vice President of product at Dwolla. The company is a payment infrastructure company specifically specializing in account-to-account transfers. Episode Highlights 0.30: Dwolla is a modern payments platform that really becomes an engine that a lot of our Fintech or software companies or corporate enterprises want to embed in their stacks because they actually...

Jason talks to Mark Higgins, Chief Analytics Officer and Co-Founder of Beacon. It is a company that provides cloud solutions to financial institutions to run their data and analytics and a number of other interesting and high-level things. Episode Highlights 0.33: Beacon is a financial technology company focused on the capital markets. These are the sort of wholesale trading that happens in foreig...

Jason talks to Andrew Kirkland, President, and Co-Founder of Justwealth. The company is a Canadian based Robo advisor that deals directly with consumers but also collaborates with financial advisors. Episode Highlights 0.29: Justwealth is an online portfolio manager also known as a Robo advisor and Andrew is bringing investment services to Canadian investors via a very efficient model by using tec...

Jason talks to Greg Leroux, founder of Retirement Optimizer. It is a Canadian software that optimizes your retirement specifically around strategies on drawing down your assets over time to ensure that you successfully make it to the finish line. Episode Highlights 0.42: In existing financial planning software, you enter a series of inputs regarding your assets, spending expectations and what you...

In today's episode of Fintech Impact, we have Marcilio Oliveira, Co-Founder of Sensedia. It is a platform that provides API access through microservices for different financial institutions around the world, basically connecting them seamlessly. They are helping the enterprise companies around the world to become more connected, open and digital using the modern integration platform and API. Episo...

Jason talks to Timothy Nuy, Founder and Co-CEO of Finclusion. The company is an African based neobank that is basically tackling a lot of the structural issues in banking in Africa in a digital way. Episode Highlights 1.11: Today our lending products predominantly are either employed or merchant distributors ranging from earned wage access to payroll loans and from buy now pay later to merchant le...

In today's 250th episode we have guest host, Guy Anderson to interview Jason Pereira. Guy asks Jason what he has learned till now and where he is going from this point. Episode Highlights 2.08: There are a lot of integrations in the US market, but Jason would actually refer to a lot of those integrations as borderline superficial. 3.25: As per Jason there are a couple of ways to look at big trends...

Jason talks to Brooker Belcourt, Founder of Covey; an online platform for new inspiring portfolio managers to earn credibility by sharing their best ideas online in order to establish a track record and hopefully establish a career input for the management. Episode Highlights 1.20: Covey seeks to solve the problem of finding investment analysts by creating a community to find and reward the best i...