Fintech Impact

Jason talks to Ari Brojde, Founder and CEO of Estateably, a leading provider of digital solutions for the North American trust and estates industry. Episode Highlights 0.50: Estateably is a Canadian estate administration software that makes sure that when your loved one passes away the owner's burden, that is, the administrative work left behind by an estate is dealt with in a quick, efficient, an...

Jason talks to Wilbur Swan, CEO of Catchlight. It is a company that uses AI to help advisors basically find and close better leads. Episode Highlights 0.50: Catchlight plays a new kind of solution for advisors which focus on what we call lead optimization, which is common in other industries, but new to financial advisors, says Wilbur. 4.13: Fidelity Labs started with infidelity in 2005 and had a...

Jason talks to Shirin Oreizy, Founder and CEO of Next Step, an award-winning Behavioral Design Agency with offices in San Francisco, CA & Boston, MA. Episode Highlights 1.00: Next step is a behavioral design agency because we sit at this intersection of leverage and being able sentence and how we help our clients design and their marketing and product experiences for their clients and ultimate...

Jason Pereira talks to Michael Butler, President & CEO Grasshopper Bank. The company began operations in 2019 & is a client-first digital bank serving small businesses, start-ups, & investors supporting them across the innovation economy. Episode Highlights 1.14: Grasshopper Bank was a digital bank that was formed about 12 months before the pandemic hit with its primary purpose was to...

Jason Pereira talks to Akshay Singh, Founder & CEO of Indyfin; the investor experience platform that has redefined the way consumers find, research, review, & interact with financial advisors. Episode Highlights 1.08: Indyfin is about simplistically setting independence like yelp meets mash.com, but for wealth management, if you think about Indyfin, the most important thing is helping fina...

Jason Pereira talks to David Whitcomb, VP of Product at MX. It is an aggregator of aggregators in that it provides tech companies & traditional finance companies with a way of accessing a common data format across multiple different data aggregation companies & kind of pulls into data from all includes above and spits it up. Episode Highlights 1.00: MX not only connects with other aggregat...

Jason Pereira talks to Shep Hickey, founder, and CEO of Bryzos. It is an online steel marketplace. Any kind of marketplaces are financial solution, and Shep incorporated Fintech solutions into the platform itself. Episode Highlights 1.03: Bryzos is an online steel marketplace that has Fintech features that allow a buyer or seller to go all the way with procure to pay. 2.17: Bryzos absolute origin...

Jason Pereira talks to Tyrone Ross, CEO and Co-Founder of Turnqey Labs. The company is a new fintech that's looking to solve the problem of crypto reporting within traditional finance. Episode Highlights 1.00: Turnqey is an API suite that is geared to be an integrator aggregator in the marketplace for all things crypto asset data. The end goal is to harness the power of data and analytics to devel...

Jason Pereira talks to Ehsan Shariati, CEO and Co-Founder of Functionland. The company is the distributed storage platform that allows you to store data on the blockchain but utilizing your own dedicated hardware. Episode Highlights 0.33: In Functionland we are creating a decentralized Google cloud. Basically, like the cloud providers that we are getting services from like storage, backups, comput...

Jason Pereira talks to Hemant More, CEO of Arcons Technology. Arcons is a suite of software targeting RA's and advisors in the US specifically helping them with various cloud solutions, online billing, CRM reporting, trading, and client portals. Episode Highlights 0.38: Hemant founded his company in 1998, and they started their enterprise helping RA's. The initial product that they offered was rel...

Jason Pereira talks to Rebecca Wilde, Managing Director of StockSnips. StockSnips is an AI and natural language processing platform that harvests data to provide stock purchase and sale indicators, bringing artificial intelligence to the world of stock selection.  Episode Highlights 0.38: At StockSnips we are providing investors with a low-cost high performing portfolio model that leverages o...

Jason Pereira talks to Rohit Mittal, CEO of Stilt. The company is an online lender that specifically targets immigrant and unreserved populations who have very specific challenges when trying to obtain debit and credit. Episode Highlights 0.32: Stilt is a Fintech company focused on immigrants. When immigrants move to a new country, they don't have a credit history or credit score and it's very dif...

Jason Pereira talks to Robert Sofia, CEO of Snappy Kraken. The company is a well-known platform in the advisor community for helping advisors market their business through social media and other venues. Episode Highlights 1.32: Robert's love was in marketing and in 2009 he launched his first marketing consulting firm for advisors. He scaled that up to serving about 800 advisors at its peak. It was...

Jason Pereira talks to Kevin Victor, VP of Sales & Partnerships at Mako Financial Technologies. It is essentially SASS for wealth workflow automation. Episode Highlights 02.00: 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 inves...

Jason talks to Jeff Keltner, Senior VP of Business Development at Upstart. It is an online lender that utilizes artificial intelligence throughout various parts of the underwriting life cycle in order to issue policies as quickly and effectively and with a better risk profile than conventional. Episode Highlights 0.32: Upstart is an AI lending marketplace where we power bank and credit union lendi...

Jason talks to Sam Kawtharani, VP of Product with Railz. The company collects data from different accounting systems, create a standardized file format, allows that information to be pushed into other products and vendors, and create unity around different accounting reporting systems. Episode Highlights 0.36: Railz is a single API provider for accounting and financial data on small and medium bus...

Jason talks to Justin Fitzpatrick, Chief Innovation Officer of Income lab. An online platform that basically lets you do dynamic retirement planning. Episode Highlights 01.47: Justin says that they are laser-focused on retirement income planning. He explains that they typically live alongside one of the widely used generalized financial planning systems for when client relationships need to go dee...

Jason Pereira talks to Mark Warnquist, CEO of InShare - an insurance tech that focuses on distributing protection solutions to the on-demand economy to lift the gig workers of the world. Episode Highlights: 0.50: With InShare, we set out to do something better and move faster than incumbents and build solutions that benefit and help the on-demand economy, grow and protect the gig workers on whom t...

Jason Pereira talks to Gerti Dervishi - Chief Growth officer for Flybits. The company helps financial institutions utilize the context of clients, individual situations, geography, and other factors that help serve up better next recommendations. Episode Highlights: 1.08: Flybits the company is rooted in R&D. For many years, the research group built a lot of intellectual property and patterns...

On today's episode of the Fintech Impact, Jason Pereira is going to talk to Cato Pastoll, the CEO of Loop. They will discuss Loop's platform and how it helps companies operating as Canadian businesses get access to banking services in another market. Episode Highlights: 0.43: Loop is an online banking and payment platform. They help companies that are operating as Canadian businesses to get access...

Jason Pereira speaks with Jessie Vaid, creator, and CEO of ReadyWhen. ReadyWhen is a digital legacy manager that assists you in putting all of your essential information in one place so that when the worst comes, your family will have a head start in settling your affairs, as well as other kinds of beneficial tools and use cases while you are still living. Episode Highlights: 05:56 Jessie started...

Jason Pereira talks to Stefania DiBartolomeo, Founder & CEO of Physis Investments. This investment is an ESG and impact investing platform for reporting sustainability amongst companies. Episode Highlights: 05:34: Physis is an indent in the Greek world and means everything that is alive on Earth. It comes from the same root of physics. Physics is the law of nature, physics from entering Greek...

Jason Pereira talks to Anita Koimur, Co-Founder & COO of Liveflow. Liveflow is an online platform that pulls data into Google Sheets from various accounting software to allow and enable different workflows and processes more efficiently than currently can be done within that native software. Episode Highlights: 3.42: It's amusing and bizarre that the balance sheet and income statement are the...

Jason Pereira talks to Bill Petruck, Founder and CEO of funding matters. Funding matters is a light fintech with a series of calculators and other tools that help not-for-profit charities. It helps generate donations more easily by showing people the actual tax implication of various donation schemes and options and helping kind of grease the wheels towards making that happen. Episode Highlights:...

Jason Pereira talks to Tim Rickards, managing director of social and content strategy for Hearsay Systems. Hearsay is a social media and content management system that helps businesses market themselves better in today’s social and digital age.  Episode Highlights: 00.38: Hearsay is in essence of client engagement platform, and the company helps agents and advisors consistently deliver a pers...