Fintech Impact

In this 159th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Hesus Inoma and Daniel Döderlein. As 2 pioneers of Open Banking in Europe, Daniel and Hesus are here to discuss the current movements and innovations of world leaders in European Banking! Episode Highlights: 0:18 – Jason explains why he is hosting a 5–part serie...

In this 158th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian business founders who wish to make a positive impact on the future of their communities! Episode Highlights: 1:20 – Jennifer C...

In this 157th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lil Roberts, CEO of Xendoo, an online accounting firm that aims to serve small businesses by simplifying the bookkeeping process! Episode Highlights: 0:32 – Lil Roberts introduces Xendoo and its mission. 0:56 – What was the inspiration behind the creation of Xen...

In this 156th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zachary Dan, CoFounder and CTO of Act Analytics, a platform that helps financial advisors make better decisions around environmental, social, and governmental factors! Episode Highlights:  0:41 – Zachary Dan introduces Act Analytics. 1:04 – What led Zachary...

In this 155th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Christopher Doyle, the CEO of Billd, a vendor–financing company that allows contractors to purchase materials via credit so they can take on bigger projects! Episode Highlights: 0:32 – Christopher Doyle introduces Billd and its role in the construction industry....

In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months! Episode Highlights: 0:57 – Guy and Jason touch on Jason’s podcast rankings and success in 2020. 2:40 – There are many subcategories in the Fintech industry. 3:24 – What episodes did people...

In this 153rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sara Green Broderson from Canaree, an online projection tool that holds the hands of startups by building their financial model and providing financial advice! Episode Highlights: 0:36 – Sara Green Broderson introduces Canaree. 1:38 – What is Sara’s history befo...

In this 152nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Richard Owen, VP of Sales for Retail Wealth Management in North America for Ortec, a company that projects out returns for a variety of asset classes through the use of sophisticated econometric models!  Episode Highlights:  ● 0:39 – Richard Owen intro...

In this 151st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matthew Unger, the CEO of iComply, a company that deploys intelligent compliance management services!  Episode Highlights:  ● 0:35 – Matthew Unger introduces iComply.  ● 1:18 – What was the origin of iComply and why did Matthew create it?  ●...

In this 150th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Bill Winterberg, Founder of FP Pad, a source of educational content on tech for financial advising and forecasting. Bill is here to have a friendly chat about the current state of affairs as well as the future of tech in the world of financial advising! Episode...

In this 149th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Mahima Poddar, the Senior Vice President of Digital Banking Strategy at Equitable Bank and head of EQ Bank! Episode Highlights: 0:40 – Mahima Poddar introduces Equitable Bank and EQ Bank. 1:15 – How did Mahima get to her current career? 2:10 – What was the genes...

In this 148th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Gangesh Ganesan, the Founder and CEO of PeerNova, a data management company that helps companies get control of their data to empower growth! Episode Highlights: 0:32 – Gangesh Ganesan introduces PeerNova and its services. 3:01 – How badly does it look when a co...

In this 147th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews John Wu, CEO of Ava Labs, a blockchain company focused on financial institutions! Episode Highlights: 0:33 – John Wu introduces Ava Labs. 1:07 – John dives into his storied career in emerging technologies. 5:38 – How did John dive into the world of blockchain? 7...

In this 146th episode of Fintech Impact , Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Daniel Döderlein, the Founder and CEO of Auka, the tech company that helped pioneer mobile-cash transfers in Europe! Episode Highlights: 0:37 – Daniel introduces Auka and its journey. 1:26 – Daniel talks about his history as an entrepreneur. 6:15 – Jason and Da...

In this 145th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sam Bakken, the Senior Product Marketing Manager at OneSpan. OneSpan is a cybersecurity technology company that works to improve customer experience by improving security systems using things such as biometrics. Sam is here to talk about biometrics and the role...

In this 144th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Michael Kane, co-founder of Hydrogen Platform, a fintech company working to build seamless financial platforms in an attempt to digitize the world financial system.  Episode Highlights:  ● 0:38 – Michael Kane introduces Hydrogen Platform.  ● 1:22...

In this 143rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Heinrich Zetlmayer, the Founder and CEO of Blockchain Valley Ventures, a Swiss venture firm that focuses on industry-leading blockchain businesses. Episode Highlights:   0:32 – Heinrich introduces Blockchain Valley Ventures. 1:48 – Heinrich left IBM in 2008...

In this 142nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matthew Bogart, Vice President of Marketing at NexJ Systems, a financial-specific CRM and data analytics tool.  Episode Highlights:  ● 00:27 – Matthew Bogart introduces himself and NexJ Systems.  ● 01:35 – What is the history of NexJ ?  ● 02:...

In this 141st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ned Phillips, Founder and CEO of Bambu. Bambu is a digital platform that helps businesses deploy robo advisor solutions quickly, fast, and customized.  Episode Highlights:  ● 00:56 – Ned Phillips introduces himself and Bambu.  ● 02:48 – What led t...

In this 140th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samir Vasavada the Co-Founder & Chief Executive Officer of Vise and Runik Mehrotra the Co-Founder & Chief Investment Officer of Vise. Vise is a next generation asset measurement platform that allows for the development, tracking, monitoring, and testing...

In this episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Peter Misek, Founding Partner of Framework Venture Partners. Framework Venture Partners is a venture capital firm that takes a data-driven approach to investigate and benchmark companies before they even invest in them, and also provide consulting investment feedback...

In this 138th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ethan Buchman, Co-Founder of Cosmos and CEO of Informal Systems. Cosmos is one of the largest blockchains and one of the most valuable cryptocurrencies in the world, of which Ethan Buchman was an integral part of creating.  Episode Highlights:  ● 00:32...

In this 137th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews John Bromley, Founder and CEO of Charitable Impact and Mike Todd, Director of Charitable Investment Programs at Charitable Impact. Charitable Impact is a fintech online platform that enables charitable donations through donor-advised funds. John Bromley and Mike...

In this 136th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Garima Shah, President of Biller Genie, a SaaS company that helps companies get paid faster on their accounts payable. Garima Shah explains how Biller Genie got started, how it works for clients, and the benefits of their value proposition.  Episode Highlig...

In this 135th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews two members of senior leadership at Conquest Planning, Mark Evans, President and CEO, and Brad Joudrie, Chief Revenue Officer. Conquest planning is a next generation financial planning software that is bringing in various forms of modern technologies to planning...