Fintech Impact

Host Jason Pereira talks to Atif Saddiqi - Founder/CEO at Branch. It is a fintech that allows employees to access the money they earned before pay-check.   Episode Highlights:  0.30: Atif says Branch is a payment platform that helps businesses accelerate payments to the workers to empower them.  1.27: Jason asks Atif to share about the history of Branch and what brings him to launch...

Host Jason Pereira talks to Som Seif – CEO and Founder of Purpose Financial. In today’s episode, Som is going to give his unique perspective on the FinTech industry.    Episode Highlights:  0.50: Som talks about “Purpose” and the idea behind its launch. He adds that they are re-inventing the business in 4 core areas – Asset Management, Retirement, Wealth Management, and Small Busine...

Host Jason Pereira talks to Nick Catino, Head of Policy and Campaigns with Wise. It is a London-based financial technology company founded in January 2011 by Estonians Kristo Käärmann and Taavet Hinrikus. In today’s episode, Nick talks about consumer-facing products used by banks and businesses.    Episode Highlights: 0.38: Nick says Wise is a global payment technology company giving the...

In today’s episode, Jason talks to Jon Cowley, founder of Whatifi. It is a visual financial planning software and tool that helps people think through various scenarios in different methodologies than people are accustomed to.     Episode Highlights:  1.00: Jon says Whatifi is a highly visual low code financial scenario builder and projection platform, making it easy for profes...

Host Jason Pereira talks to Dennis Gada, Senior Vice President and Industry Head for Financial Service for Infosys. It is a global digital services company that offers end-to-end services to its clients from technology to business operations, consulting and helping them in the digital transformation journey, and helping them run in their existing business and technology operations. Episode Highlig...

Host Jason Pereira talks to Andrew Chau, CEO, and Co-founder of Neo Financial. It is a technology company that is building a better financial experience for all Canadians.   Episode Highlights:  0.42: Andrew explains that Neo Financial is a Fintech company, reimagining the everyday banking experience for Canadians. The company provides a seamless consumer experience.   &nb...

Host Jason Pereira talks to   Michael Stroev. He is the COO and Head of Products for Nebeus. The company is an online platform that allows people to borrow, transfer and rent cryptocurrencies. Episode Highlights: 00.35: Michael introduces Nebeus as a learning platform that allows people to earn cryptocurrencies and get loans. 2.14: Michel says he works on every single aspect of the company in...

Host, Jason Pereira, talks to   Michael Lecours. He is the Co-Founder of fpPathfinder. It is a flow-charting tool for advisors so that they can make better and consistent decisions.  Episode Highlights: 0.40: Jason is a fan of fpPathfinder, because of its sheer simplicity. 1.28: Michael talks and fpPathfinder, and how it helps advisors to make informed decisions using different formats o...

Host, Jason Pereira, talks to panelists gathered at the WP Wealthtech Summit. The topic of discussion was “How the wealth industry is adapting to technology and revolutionizing the future of advice.”  Episode Highlights:   1.18: Kendra Thompson is associated as a partner in Deloitte consulting practice. She leads the business called future of advice in investing, which focuses on wh...

In this episode of ‘Fintech Impact’ podcast, host Jason Pereira talks to Brandon Rembe, the Chief Product Officer of Envestnet, which encompasses his role overseeing product for Envestnet | Yodlee, the data & analytics arm of Envestnet. Jason & Brandon talk about every aspect of investment and share some great ways to make people’s financial life better.  Episode Highlights: 00.34: Br...

Host Jason Pereira talks to Shawn Yeager, Vice President – Sales at Dataswift, a vanguard provider of infrastructure that delivers personal data access, storage, and portability. In this episode, Shawn talks about solutions and the issues around identity rights and access to those identities.     Episode Highlights: 0.30: Shawn explains what does it mean by “Infrastructure that deli...

In this episode host, Jason Pereira talks to Gil Petersil. He talks about how editing and auditing your networks, both online and offline, have massive impacts on your business.   Episode Highlights: 0.36: Gil talks about his years of experience in networking. He has set up few businesses around them.  01.32: Gil gives a little background of his career journey. He has handled variou...

In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner. Episode Highlights: 01.16: Andrew Altfest talks about his inspir...

In this episode, host Jason Pereira talks to Scott Plaskett. As a financial planner, he is in the business since 1993. As a financial planner, he was looking for systems and technologies that would support the need to run the practice.   Episode Highlights: 01.08: Scott shares how he realized there is the ability to create processes and workflow within the systems. 01.39: After facing se...

In this episode host, Jason Pereira talks to Binna Kim founder of Vested. The company is an integrated agency of Fintech and Financial Services Firm. She jokes about her Jerry Maguire moment when she decided to quit and start her firm. Episode Highlights: 02.00 – Binna talks about how brands needed to speak to their clients. Vested wants to work with the best brand in the Financial sector. 03:50 –...

In this 169th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Adrien Treccani, Founder and CEO of Metaco, a company that enables traditional financial institutions to offer their clients blockchain solutions! Episode Highlights: 0:29 – Adrien Treccani introduces Metaco. 1:06 – What brought about the genesis of Metaco? 3:24...

In this 168th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Dan DeMers, CEO and Cofounder of Cinchy, a next–generation data–management platform that utilizes data fabric with the end goal of data autonomy! Episode Highlights: 0:43 – Dan DeMers introduces himself and Cinchy. 2:27 – What was the problem that Dan was trying...

In this 167th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Arin Klug, Cofounder of Epilogue, an online will kit that helps people leave behind a legacy that does not bring their loved ones massive pain by enabling them to take control of their will! Episode Highlights: 0:32 – Arin Klug introduces Epilogue and how it hel...

In this 166th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Abraham Okusanya, CEO and Founder of Timeline. Timeline is an online platform that allows people to stress test the decumulation phase of their life and come up with a plan to deal with it! Episode Highlights: 0:34 – Abraham Okusanya introduces Timeline. 1:18 –...

In this 165th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Meenaz Sunderji, the Executive VP at Zafin. Zafin is a banking software platform that helps financial institutions personalize their services for their customers! Episode Highlights: 0:31 – Meenaz Sunderji introduces Zafin and its services. 1:32 – What led to th...

In this 164th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Thomas Sponholtz, CEO of Unison, a company that enables equity financing of residential real estate and gives institutional investors access to the world’s largest asset class! Episode Highlights: 0:33 – Thomas Sponholtz introduces Unison. 3:16 – What was the im...

In this 163rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Clayton Feick (Flinks) to go over the fundamental concepts of Open Banking! Episode Highlights: 1:33 – Clayton Feick gives an update on his role at Flinks. 3:07 – Jason and Clayton discuss the leveraging of data with Open Banking. 4:01 – What is Open Banking in...

In this 162nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edward Berks (Xero), Davyde Wachell (Responsive AI), and Chad Davis (LiveCA) on what works and doesn’t work with Open Banking in different countries around the world! Episode Highlights: 1:03 – Everyone introduces themselves and their companies. 4:06 – What mark...

In this 161st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is joined by Ben Harrison (Portag3 Ventures), Andrew Moor (EQ Bank), & Daniel Eberhard (KOHO) for part 3 of his series on Open Banking. This one is all about Canada! Episode Highlights: 0:57 – Andrew Moor introduces himself and EQ Bank. 2:25 – Ben Harrison gives insigh...

In this 160th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Frederik Mennes (OneSpan), John Pitts (Plaid), & Yoseph West (Relay) to discuss the state of Open Banking in the United States!  Episode Highlights:  ● 0:50 – John Pitts introduces himself and Plaid.  ● 1:32 – Yoseph West introduces himself an...