Fintech Impact

Jason talks to Dave Connolly, co-founder, and CEO of Knudge. Knudge is an automated client communication and collaboration tool that ensures that financial planning and advice are done digitally and effectively. Episode Highlights: 0.40: Knudge is trying to solve a shared pain point in the industry, helping clients take action on the advice given. Knudge is a platform that allows advisors to have...

Jason talks to Will Trout from Javelin Strategy and Research. He is the director of Digital Wealth Management. We brought him on the show to talk about some of the bigger trends in the wealth and assessment market and how they are potentially going to transform the industry in the next ten years. Episode Highlights: 00.48: Will says that as the name implies, and from a technology standpoint, we fo...

Jason talks to Jud Macrill, Co-Founder of Milemarker. Milemarker is a data solution company that helps financial services companies in an IaaS (Integration as a Service) specifically integrate data across many different platforms to get things talking to each other. Episode Highlights: 00.36: Milemarker is born out of many years of frustration in the financial services industry. 5.02 Macril says t...

Jason talks to Sebastian Skwarek, co-founder of PreciseFP. PreciseFP was a guest way back on episode 26 in the summer of 2018 with Co-Founder Don Whalen. Don talked about their digital onboarding platform or digital data gathering platform for financial advisors. Episode Highlights: 1.25: Sebastian explains PreciseFP is the virtual data gathering and client onboarding platform, provides the abilit...

Today is the 2021 year in review show and Jason brought back his colleague and occasional guest host, Guy Anderson, to interview him on the course of events and what happened in the past year.  Episode Highlights: 00.42: This is our second year in review, and Jason has done over 200 podcasts now in the fintech space. No one in the country understands the Fintech landscape better than you, say...

Jason talks to James Rockwood, founder, and CEO of Capintel. Capintel is an investment analytics company that tells you how your performance looks and does all kinds of proposal building, automation, and team collaboration tools that reduce the heavy lifting and let us go back to focusing more time on what matters that’s the one on one time with our clients.  Episode Highlights: 00.42: Capint...

Jason talks to Deven Hurt about the company Prediction strike of which Deven is the CEO and Co-Founder. Prediction Strike is a sports betting platform that treats athletes like stocks. Episode Highlights: 00.45: Deven says, prediction strike is a sports stock market that allows users to buy and sell shares of athletes as if they were stocks. He said that they want people to start feeling like they...

Jason talks to Steve Boms, executive director of the Financial Data and Technology Association, a.k.a. FDATA. FDATA is a global trade association started in 2013 - 2014 in the UK. Episode Highlights: 05.38: Steve says, you don’t need to understand the mechanism of how electricity is traveling from the power plant through the transformer into your house. Similarly, we have to think about open banki...

Today’s episode is a recording of a brief intro that Jason gave to the recent Canadian advisor Tech Expo. It was the first financial advisor technology expo of its type in Canada, and that was put on by the Financial planning association Canada, for which Jason is the President. Episode Highlights: 00.56: Digital transformation is about taking your practice and digitizing it, and reaping the benef...

Jason talks to Gavin Spitzner, President of Wealth Consulting Partners. Gavin is one of the more recognized fintech experts in the US that consults with significant players on the state of their advisor technology and its future development.  Episode Highlights: 5.58: Gavin says it is not an institutionalized legacy in terms of how we ensure that we are delivering a client-centric and advice-...

Jason talks to Kevin Levitt; he is the Director of Industry and Business Development for Financial Services for Nvidia. The company is one of the driving forces behind the technology powering artificial intelligence today. Episode Highlights: 00.38: Nvidia is a company that was started about 30 years ago almost, and they have really pioneered the use of graphics processing units. 08.12: What Jason...

Jason talks to Denelle Dixon, CEO and executive director of the Stellar Development Foundation. Stellar is one of those coins that has been around for a while and has some very interesting use cases.  Episode Highlights: 1.08: Dixon says that the stellar development Foundation is a nonprofit, non stock entity whose sole mission and soul focuses on developing the ecosystem around the stellar n...

In today's episode, Jason will talk to Brandon Chapman, founder of Advisor Flow. It is a tool that helps advisors learn more about their clients in onboarding and acquire vital information to them faster and better.  Episode Highlights: 01.10: Brandon explains Advisor flow was incorporated last year. He was working on a project three years ago because he was so frustrated with using PDF and w...

Jason talks to Tom Carpenter and Jason Chomik from the financial data exchange which is an organization that works towards unifying data flow across different financial platforms. Episode Highlights: 01.15: Tom explains that FDX is a not-for-profit organization specializing in an open banking or open fintechnical structure. They got an API that is open to use and one can freely use the API to ensu...

Jason is going to talk to cyber security expert, Evgeniy Kharam. They talk about general concerns around cybersecurity and best practices. Episode Highlights: 01.07: Evgeniy work full time in the company for Herjavec group, being around almost 20 years and they are a cyber security company that focuses on cybersecurity only, and they have enterprises on a variety of talks.  03.14: Evgeniy exp...

On today’s episode, Jason is going to talk to Maya Pochiraju, VP of product at Payability. Today, Maya will talk about the challenges faced during covid by retailers and themselves in scaling to a giant shift to online business.  Episode Highlights: 00.56: Maya says, Payability sits at the intersection of e-commerce, financing, and payments. It is the core financial platform for all e-commerc...

On today’s episode, Jason is going to talk to David Reeve CEO of InvestorCOM. The company is a provider of regulatory compliance software and communications solutions for wealth managers, asset managers, and insurers in the financial services industry.   Episode Highlights: 00.34: InvestorCom has been around for over 25 years. For the last decade, we have been working exclusive...

On today’s episode, Jason is going to talk to Trevor Greenway Founder and CEO of InterVal. It is a dual-sided platform that is predicated on the democratization of valuation. The company believes that business owners and their key advisors deserve to have access to key metric and the leading indicators that are driving it at all times.  Episode Highlights: 01.06: Earlier, Trevor was in consul...

On today’s episode, Jason is going to talk to Hans Zandhuis, President of Ally Lending (Acquired Health Credit Services) at Ally. Hans is working on the point-of-sale lending arm of Ally Financial and Ally Bank. The company has been around for four to six years. It started as a credit services court, but they were only lending in the medical environment; later, Ally wired us in October of 2019 and...

In today’s episode, Jason is going to talk to Eric Fulwiler - Chief Marketing and Commercial Officer at 11 FS. It is a well-known consultant in the financial services space that specifically helps traditional financial institutions launched digital products.  Episode Highlights: 1.46: Talking about 11 FS, Eric says, “We are five and a half years old now. We work with traditional financial ser...

In today’s show, Jason is going to talk to Vieje Piauwasdy, director of equity strategy for Secfi. It is an online platform that allows employees of private companies to monetize their options and cash out before waiting for an exit from the company.     Episode Highlights: 00.52: At Secfi, we help employees with their stock options. The company was started just four years ago. We h...

In today’s episode, Jason Pereira talks to Peter Lord - CEO of Codat. It is a platform that is building next-generation products and services for SMEs with easy, real-time data connectivity to their financial software. The company is building smart solutions that save time, money and enhance the customer experience in a matter of hours. Episode Highlights: 00.30: Peter explains, “We help our clien...

In today’s episode, Jason Pereira talks to Dr. Stephen Taylor - Assistant Professor of Finance at New Jersey Institute of Technology. He has worked in the financial services industry at Bloomberg, MIT Lincoln Laboratory, Morgan Stanley, and Tudor Investment Corporation. In this podcast, they will discuss a couple of emerging trends, specifically in fintech and fintech education. Episode Highlights...

Today’s episode is slightly different as Jason is not interviewing a Fintech but an artist - Krista Kim. She made global headlines as being the first artist to sell a virtual home via a non-fungible token (NFT). Krista Kim is a contemporary artist and founder of the Techism movement and a global ambassador for the Superworld and creator of the Mars House, and a talented artist. In today’s podcast,...

Host Jason Pereira talks to Kevin Lozer - Co-Founder of Holistiplan; it is a financial planning software that focuses specifically on tax planning. It generates a PDF version of your tax return and extracts all the verifiable information and actual data.  Episode Highlights: 0.52: Kevin explains about Holistiplan – it is tax planning software for advisors built by advisors. It allows an advis...