Fintech Impact

Jason Pereira talks to Art Harrison, Co-founder and Chief Growth Officer of Daylight. It helps companies automate their data processes and create greater efficiencies around things like onboarding, documented population etc. Episode Highlights: 0.34: Daylight’s mission is to enable companies to improve any interaction between people in the process.  10.50: To build a new platform or process,...

Jason Pereira talks to Sheldon Brow, founder of Pocket Finance; a platform for greater collaboration between clients and advisors giving them a personal financial management app on their phone that not only helps track their wealth but also educates them. Episode Highlights: 1.04: Pocket finance is a dual interface fintech platform that could be a personal finance management tool for the consumers...

Jason talks to Sarah Morton, Chief Strategy Officer at MeetAmi. MeetAmi is a company working to bring digital assets to Canada’s traditional wealth management space. We have brought her to this show to discuss how she will help evolve the industry into the digital asset space.  Episode Highlights: 00.35: MeetAmi is the company that Sarah has built to help advisors engage directly with digital...

Jason talks to Seth Ross, General Manager for Dayforce Wallet and Consumer Services at Ceridian. Ceridian is one of the powerhouses of payroll worldwide, and Dayforce Wallet is a payroll tide banking and pays as you earn platform. Episode Highlights: 0.46: It is an app and a debit card. The app allows you to see how much you have earned at any given point in between your pay cycles, and the debit...

Today we have Fidelma McGuirk, founder, and CEO of Payslip. Payslip is an Ireland-based payroll company that does work all around the world. She is on the show to discuss the challenges of working with multi jurisdictions and other complexities. Episode Highlights: 1.10: Payslip enables a multinational company to integrate all their IT systems and payment providers in different countries into a pa...

Jason talks to Daire Burke, head of Canada for Swoop Funding. Swoop Funding is an Irish-based company that works in multiple countries. It provides companies with access to a platform that aggregates lending solutions to meet their needs from various commercial blenders.  Episode Highlights: 00.46: Swoop is an online marketplace for small businesses looking to find funding for their business....

Jason talks to Lori Weir and Jeff Harvie. They are going to specifically talk about how they have helped advisors and firms deal with implementing new systems to help them better support themselves in this new regime CFR. Lorie started the company in 2015, and they set out to help investors feel more confident that they were invested in products that met their risk tolerance and financial goa...

Jason talks to Louis Retief, Co-founder and CEO of Hubly. Hubly is an advisor workflow automation tool that helps take information from CRM’s and create actionable and easy to develop and implement workflows for advisors. Episode Highlights: 1.41: New consumer financial products disrupt how people interact with their finances. But what we care about at Hubly is how this product innovation in new c...

Jason talks to Marc Pickren, CEO of The Americas for TurnKey Lender. A global financial technology SaaS that has created and deployed the world's most impactful embedded finance platform since 2011. Episode Highlights: 1.40: After having a conversation with Elena, Marc came on board as an advisor Slash unpaid CEO for a few weeks to try and see if there was a good relationship there and then eventu...

Jason talks to Dimitri Dadiomov, CEO of Modern Treasury. Modern Treasury is a payments architecture system that focuses explicitly on payments and payment automation. She talks about how they differentiate themselves and dominate payment automation within this space. Episode Highlights: 1.14: Jason asks, what were you trying to accomplish in the first place as related to automation functionality,...

Jason talks to Mohamad Sawwaf, Co-founder and CEO of Manzil. Manzil is a Canadian-based Islamic banking and finance platform. In today’s episode, he is going to talk about Islamic finance and how he is using Fintech as a platform for distributing Islamic finance in schools.  Episode Highlights: 1.15: Manzil was created to fill the gap of the 1.6 million Muslims here in Canada to get into home...

Jason talks to Steve Sanduski, Co-founder of ROL Advisor. ROL Advisor is an online platform that helps advisors or helps coach advisors through a process to help clients focus on return on life as opposed to returning on their investments. Episode Highlights: 0.54: Steve explains that they decided to create a new legal entity, hired some developers, and created digital tools that they call the ROL...

Jason talks to Laurent Bensemana, President of Ndex Systems. Ndex systems is a portfolio management software providing clean or scrubbed data for the industry. Ndex is a custodial-based company established in 1999. Laurent’s original objective was to build the ideal assistant for the financial industry. They never saw a distinction between money managers for retail brokers, discounters, product ma...

Jason talks to Kison Patel, Co-founder, and CEO of M&A Science. M&A science produces a product called Deal Room, a platform for monitoring the entire life cycle of an M&A deal. M&A science is a company with multiple product lines covering education and technology for managing the M&A process focused around making M&A more of a collaborative people focus process. Episode Hig...

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...