Fintech Impact

In this episode of Fintech Impact, host Jason Pereira sits down with Joshua Summers, co-founder and CEO of Enfi. Enfi is an AI platform built to take the grind off lending teams—automating everything from document extraction and underwriting to portfolio monitoring and credit memo drafting. Summers says the company started after he spotted a glaring bottleneck in credit: lenders are bogged down do...

In this episode of FinTech Impact, host Jason Pereira interviews Gene Farrell, CEO of Vanilla, an estate planning platform built to help advisors deepen multigenerational client relationships by creating, managing, and analyzing estate plans. Farrell explains the company’s origins with founder Steve Lockshin, who turned a manual, time-intensive document-review process into software, then scaled it...

Host Jason Pereira interviews Practifi founder/CEO Adrian Johnstone about how Practifi has evolved for a post-GenAI world, launching a second product, Sentir, alongside its existing Naya platform. Johnstone explains Practifi’s OEM approach on Salesforce (platform-as-a-service, not a simple industry overlay) and why bolting AI onto a traditional navigation-led CRM is limiting, leading to a “burn th...

In this episode of FinTech Impact, Jason Pereira sits down with Dr. Toby Wade, CEO of DeepVest, to explore how wealth management firms can leverage AI without worrying about false information or incorrect math. Wade explains how DeepVest’s "hallucination-free" AI stack uses pre-coded, deterministic calculations for structured financial data, ensuring the system returns exact portfolio analytics an...

In this episode of FinTech Impact, Jason Pereira sits down with Cien Solon, founder of Launch Lemonade, to explore how domain experts can build custom AI tools without writing code. Solon explains how the platform acts as an AI marketplace, allowing industry experts to package their knowledge into specialized AI "agents" that businesses can safely deploy. The conversation highlights how Launch Lem...

Connecting fragmented advisor data into a unified, AI-driven workflow is the central theme of this episode, as Jason Pereira sits down with Boris Rankov, Head of AI for Wealth at InvestCloud. Rankov breaks down how InvestCloud—a wealthtech giant supporting $8 trillion in assets—is evolving its SMART AI and PM Plus capabilities to make wealth management more accessible and efficient. Listeners will...

Host Jason Pereira interviews Bruno Teixeira, founder of Aegis AI Analytics, about helping mid-sized firms strategize and implement AI in workflows. Teixeira, with 20 years in analytics across banks in Brazil and Canada and experience on CPP Investments’ gen AI team, explains that smaller firms can adopt AI faster due to less bureaucracy but must avoid treating AI like a “genie” or automating brok...

Host Jason Pereira interviews Max Lane, CEO of Flourish, a wealth tech platform aiming to bring private bank-like banking and lending experiences to independent RIAs. Lane explains Flourish’s origins in 2017 out of a New York asset manager serving RIAs, launching Flourish Cash in 2018 and recently Flourish Lending for residential mortgages and refinancing. He describes how advisors use Flourish Ca...

Eliminating repetitive paperwork is the driving force behind Dispatch, a platform acting as a neutral data translation layer—a "Plaid for wealth management." CEO Rob Nance explains how Dispatch solves the industry's biggest operational headache by automatically syncing client data across CRMs, custodians, and financial planning software without requiring firms to replace their existing tech stack....

What happens after a client signs on the dotted line? In this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos , to dive into an AI platform tackling the messy administrative gap of wealth management—from onboarding to daily servicing. Using a "knowledge graph" to map relationships across multiple systems, Avantos deploys smart AI agents to fill out custodian paperwork...

Host Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online Social Security calculators often fall short. They break down why Social Security optimization is a complex, high-stakes decision—especially for couples, widows, and divorcees—where simple estimates miss key variables like spo...

Host Jason Pereira sits down with Capgemini’s Charles Dally and Dominic Benson to break down the GENIUS Act, the landmark federal law establishing the first regulatory framework for U.S. stablecoins. Unlike traditional cryptocurrencies, stablecoins are digital dollars pegged 1:1 to fiat currency. By forcing issuers to back their tokens 1:1 with high-quality liquid reserves and pass regular audits,...

Host Jason Pereira interviews repeat guest Parker Ence of Jump, which provides “trusted AI” for advisors and financial professionals. Ence explains Jump’s expanded suite: JUMP Meet (AI meeting assistant used by about 35,000 advisors), JUMP Grow (turning meeting data into intelligence to drive organic firm growth), and Jump Onboard (AI-driven client intake, document/form data extraction, and faster...

Host Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive data-engineering projects. Bansal explains how Clarista acts as a secure "data fabric", streaming information directly from a firm's existing software without forcing them to completely overhaul their databases or risk platform lock-i...

Host Jason Pereira sits down with Daniel Lohrfink, CPO of wealth.com, to chart the company’s rise into a powerhouse estate planning platform for financial advisors. The business was sparked by a classic frustration: after selling their previous startup, the founders found themselves caught in a messy, disjointed web of advisors, CPAs, and estate attorneys, realizing the industry desperately needed...

Host Jason Pereira interviews Jean-Philippe Daunais, Chief Product Officer at ClearEstate , a platform built to act like "TurboTax for closing an estate." Inspired by a co-founder's difficult experience handling a parent's passing, the digital platform combines real human support with software to guide grieving families through the overwhelming 12-to-18-month paperwork maze—including finding hidde...

Host Jason Pereira interviews Michael Barrasso, co-founder and CEO of WealthReach, about an AI platform designed to help financial advisors get found online. Barrasso explains that most advisor websites fail because they rely on generic templates or expensive designs that lack basic search engine optimization (SEO). WealthReach solves this by building custom websites powered by a 24/7 AI engine th...

Host Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark 2021 SEC rule change. Wealthtender makes using testimonials safe and simple by automatically embedding required regulatory disclosures that standard review sites like Google miss, allowing advisors to easily import existing f...

Host Jason Pereira interviews Thomas Clawson, co-founder of Slant, an AI-native CRM built from the ground up for financial advisors. Launched in late 2025, Slant shifts the traditional CRM focus by using the "household" as its core data object. This structure allows its AI engine to instantly generate accurate context for client summaries, meeting prep, and firm-wide queries like tracking geograph...

Host Jason Pereira interviews Josh Rowat of Wise about the company’s mission to make international money movement faster and cheaper. Operating in 150+ countries, Wise delivers 75% of its payments instantly with an average fee of just 0.51%. The conversation focuses on Wise’s expansion in Canada, where new regulatory changes allow non-banks direct access to payment rails via Payments Canada and In...

Host Jason Pereira welcomes Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem." Klein explains that most advisor meetings suffer from poor agendas, missing data, and heavy manual follow-up. Contio’s MeetingOS solves this by using AI to build collaborative agendas and "pre-brief" advisors—pulling together past history, per...

Host Jason Pereira welcomes back Parham Nasseri, President of InvestorCOM, to discuss how firms are turning complex regulations into intuitive, digital workflows. Nasseri explains that while some firms still use manual "check-the-box" forms, tech-first companies are using InvestorCOM to automate requirements like Reg BI and KYC-KYP. This approach not only builds a "compliance moat" but also helps...

On this episode of FinTech Impact, host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital portal. Originally built for Australia’s strict compliance landscape, iFactFind uses conditional questionnaires and secure document uploads to create a single, shared dataset between the advisor and client. This ensures that c...

Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notifications, secure documents, and performance data directly to clients. The discussion covers how Fynancial...

Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group provides objective tech stack evaluations for firms without the bias of referral fees or software sales. The discussion highlights the shift from crypto to AI hype, the dangers of overbuilding in-house tools, and why "inte...