Fintech Impact

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...

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...