Fintech Impact

Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets. Turnqey delivers high-fidelity, audited on-chain data and tax lot reconciliation directly into tools like Morningstar and Wealthbox, allowing advisors to manage crypto with the same rigour as traditional portfolios. Ross highlights how Turnqey uses AI-r...

Host Jason Pereira interviews Ximena Alemán, co-founder and CEO of Prometeo, about bridging the gap between global corporations and fragmented banking systems through a single, standardized API. Born from the frustration of building digital wallets in Uruguay, Prometeo now connects over 7,000+ financial institutions across 50+ countries, specializing in the Latin America and U.S.–LatAm corridors....

Host Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science. Built on years of academic research, MRI moves beyond simple risk scores to objectively assess client biases, financial anxiety, and readiness for change. Chaffin explains how MRI’s suite of tools—including specialized modules...

Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products feel tangible for clients. The conversation dives into how the platform embeds compliance controls to p...

Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mea...

On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and insurance professionals. Inspired by his experience building proprietary tech for a TAMP, Borer explains how his platform avoids the rigid, breakable workflows of traditional systems by focusing on fl...

Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, Outlook, and DocuSign—to execute complex tasks via simple prompts, ensuring advisors never "drop the ball" on client requests. The discussion covers t...

Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the company’s evolution from a niche risk-scoring tool into a comprehensive AI platform. Dan outlines how Nitrogen is leveraging a new agentic AI engine to automate the advisor meeting lifecycle, effectively shrinking hours of manual preparation into minutes. Beyond technical updates, the conversation dives into Nitrogen’s expande...

In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors that unifies data from systems like CRMs and portfolio platforms to power workflow “bots” such as a daily dossier and household brief. Wilson explains Hamachi’s origin, its compliance-first guardrails, and its strategy to embed via integrations...

In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company. Kevin shares the history and evolution of Sovos, its critical role in global tax compliance, and the company’s integration of AI and technology. He also discusses the challenges and future of tax compliance, including the impact of crypto reporting and e-invoicin...

In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping advisors and enterprises empower individuals financially. They discuss the inception of Troutwood, its goals, and the unique features that help bridge the gap between individuals and financial experts. The conversation als...

In this episode of FinTech Impact, host Jason Pereira interviews Khe Hy, founder of Latour AI. Khe shares his journey of starting Latour AI, a company that helps businesses integrate artificial intelligence into their workflows. They discuss how AI, particularly through vibe coding, can transform daily operations and strategize within companies, especially hedge funds and buy-side firms. Khe provi...

In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks for financial advisors. Quin integrates with CRMs, emails, and calendars, leveraging AI to perform tasks like note-taking, scheduling, and data entry at a fraction of the cost of a human assistant. Gabe discusses the origins...

In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition system built to drive organic growth for financial advisors. Ian shares the origins, development, and functionality of Vast Advisor, highlighting how it addresses the $8 billion spent annually by advisors on outdated growth t...

In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application process for Canadian advisors. Philip discusses his journey in the insurance industry since 2014 and how the challenges faced during COVID-19 led to the creation of Policy Stream. They dive into the current inefficiencies in...

In this episode of FinTech Impact, host Jason Pereira talks with Eden Ovadia, CEO of Finny, a platform designed to help financial advisors grow their businesses organically. Eden shares the origin story of Finny, highlighting how his background in tech and private equity led to the creation of a data-driven solution for prospecting growth. The discussion explores how Finny leverages big data and m...

In this episode of FinTech Impact, host Jason Pereira interviews Nick Babinsky, Chief Product Officer at Solutions by Text (SBT). They discuss how SBT empowers financial services companies to engage with consumers through SMS and other messaging protocols. The conversation covers SBT's history, the benefits of text-based communications, regulatory challenges, and the future of text messaging in th...

Join host Jason Pereira on 'FinTech Impact' as he discusses the foundational elements of AI, specifically data, with Anand Pandya, head of Financial Services for Hakkoda, an IBM company. In this episode, they dive deep into the evolution of data management, the challenges organizations face in maintaining high-quality data, and the importance of clean data for successful AI implementation. Learn a...

In this episode of FinTech Impact, host Jason Pereira interviews Mark Heynen, co-founder of Knapsack, an AI-powered platform designed to enhance financial advisory workflows. Mark shares insights on how Knapsack automates administrative tasks by integrating with various data sources and employing natural language agents. He discusses the platform's evolution from a private note-taking tool to a co...

In this episode of FinTech Impact, host Jason Pereira interviews Rajesh Jayaraman, founder and CEO of Flextract. Flextract is an innovative onboarding tool designed to help financial advisors streamline the client onboarding process by leveraging AI-powered data extraction. Rajesh discusses the origins of the company, the technology behind their product, and how it enhances both advisor efficiency...

In today's episode of FinTech Impact, Jason interviews Antonio Zivanovic, the Founder and CEO of ElektraFi - an online platform that democratizes access to independent financial guidance for employees. Antonio shares the origin story of ElektraFi, its mission to provide cohesive financial insights and advice, and the innovative ways it supports individuals in managing their finances. Listen in as...

In this episode of FinTech Impact, host Jason Pereira interviews Daniel Yoo, the founder of FinMate AI, an AI-driven advisor meeting notation software. Daniel explains the origins of FinMate AI, stemming from his frustrations as a financial advisor with the note-taking process. He delves into the various challenges the company has faced, the hyper-competitive market, and how they plan to different...

In this episode of FinTech Impact, host Jason Pereira talks with David Weinstein, CEO, and co-founder of KayOs, a company helping businesses become AI-native by structuring their data and operations. David shares how KayOs organizes both structured and unstructured data into contextual graphs to enhance AI and agent capabilities within organizations. They discuss the origins of KayOs, the challeng...

In this milestone episode of FinTech Impact, Jason Pereira celebrates the 400th episode with special guest Julia Carreon. Julia, a respected executive with over 25 years of experience in financial services, discusses her impressive career and her stance on digital transformation within the industry. She highlights her notable achievements, including leading digital initiatives at Wells Fargo and C...

In this episode of FinTech Impact, host Jason Pereira welcomes Matthew Halloran, co-founder of ProudMouth. ProudMouth has become a leading podcast platform for financial advisors, helping them develop and broadcast their voices. They recently introduced Influence Snapshot, a tool designed to identify marketing gaps and boost an advisor's influence. Matt and Jason delve into the importance of niche...