Fintech Impact

Summary: In this 98th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Toan Huynh, from the VC firm Information Venture Partners, to talk about automation, what an “early stage” company means to IVP, and how to explain venture capital to a five-year-old.  Episode Highlights:  ● 00:42: – Information Venture Partners...

Summary: In this 97th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Jason Early, Chief Revenue Officer of the cloud-based business valuation platform BizEquity.  Episode Highlights:  ● 00:43: – BizEquity is a cloud-based business valuation platform.  ● 01:25: – Jason Early comes from a financial services bac...

In this 96th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Laurence Cooke, founder of nanopay, a payment platform that allows vendors to settle payments faster than traditional banking infrastructure.  Episode Highlights:  ● 00:31: – Laurence founded nanopay in 2013 with the goal of creating digital cash as oppos...

Summary: In this 95th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Thomas William Deans, founder of the Willing Wisdom Index and author of Every Family’s Business, about how his tool helps both clients and advisors improve outcomes.  Episode Highlights:  ● 00:43: – The Willing Wisdom Index is a client advising t...

Summary: In this 94th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samantha Ettus, Founder and CEO of Park Place Payments, a company that markets and distributes payment solutions to small businesses around America. Samantha explains her background in media and as an author, how and why she built Park Place Payments, an...

In this 93rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host speaks at the IPC Technology Panel with moderator Adam Felesky and fellow panelists Dave Nugent, Daniel Eberhard, & Zack Brown.  Episode Highlights:  ● 01:10: – Jason Pereira introduces himself as a technophile and host of this podcast.  ● 02:18: – Dave N...

In this 92nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes back Randy Cass (Nest Wealth) and David Faulkner (RazorPlan) about their company’s merger and how fintech can be used to holistically improve clients’ lives.  Episode Highlights:  ● 00:58: – Nest Wealth was one of the earliest robo-advisor platforms.&nbsp...

In this 91st episode of Fintech Impact , Jason Pereira, award-winning financial planner, university lecturer, writer, and host speaks at the IAFP Conference on Fintech & The Future of Finance. Episode Highlights: 02:35: – What is Fintetch? Two words: financial technology. 04:20: – There are more than 48 Fintech “unicorns,” or private companies worth over $1 billion. 05:00: – Digital banking is...

Summary: In this 90th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Andrée Simon, President and CEO of FINCA Impact Finance. FINCA provides microfinance loans in developing communities across 20 countries, merging financial services with social impact. Andrée discusses the unique challenges FINCA faces in the developing...

Summary: In this 89th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Erin Bury, CEO of Willful. Willful allows people to create their personal wills, online for a fraction of the cost of working with an attorney. Erin and Jason discuss the need for a will and power of attorney documents, the psychological reasons behind t...

Summary: In this 88th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses Suitability Pro with special returning guest, Shawn Brayman, Founder of Plan Plus. With over twenty-five years of experience, Brayman is an expert in providing investment and financial planning solutions to financial advisors. His newest product, Suitabil...

Summary:  In this 87th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jordan Atin, Founder of E-State Planner. E-State Planner is an online platform that allows for the collaboration and creation of estate plans and estate planning documents for advisors and lawyers. Jordan talks about the platform's AI-based guide f...

Summary: In this 86th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses IVR with Stacey Zuniga, Vice President of Financial Services at ENACOMM. ENACOMM is a leading provider of innovative, interactive, and intelligent customer-service and assisted-service solutions. This conversation explores many possibilities for the futur...

Summary: In this 85th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ramin Wright, Investment Analyst at Luge Capital. Luge Capital is a Canadian venture capital fund that focuses on early-stage fintech companies and artificial intelligence solutions applied to financial services. Ramin talks about how Luge Capital began,...

Summary: In this 84th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jamie Hale, Co-Founder and CEO at Ladder Life. Ladder Life is speeding up the often time-intensive life insurance process for customers to around 8 minutes, offering coverage from $100k to $8 million. Jamie shares exactly how Ladder Life life insurance i...

Summary:  In this 83rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Corey Westphal, CEO at Mobile Assistant. Mobile Assistant is an app that enables financial advisors to dictate notes for transcription and later for integration with CRM software. Corey discusses the process of the user experience for Mobile Assist...

Summary: In this 82nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Simon Boulet, Founder and CEO at Wealthica. Wealthica is an investment aggregation platform that allows you to consolidate all of your different investment accounts in one easy-to-use platform with intelligence and triggers that help you to make better a...

Summary: In this 81st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Aashu Virmani, Executive Vice President at Fuzzy Logix and FastINDX. Fuzzy Logix is a big data management platform that applied artificial intelligence to extremely large sets of data in a very fast and efficient way that helps businesses with a variety...

In this 80th episode of Fintech Impact , Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Perry Rahbar, CEO and Founder of dv01, a data management, reporting and analytics platform that brings transparency and insight to lending markets to help them become more efficient for institutional investors and safer for the world.  Perry shares how dv01...

Summary: In this 79th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kevin Mulhern, CEO and Co-Founder of AdvisorStream, an omnichannel online management tool to help advisors to communicate and market to their clients. Kevin shares information about how AdvisorStream works and provides value to advisors, how AdvisorStrea...

Summary: In this 78th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Angus Hervey, Co-Founder of Future Crunch. Future Crunch is a company that looks at the impact of technology on our changing world. Dr. Hervey breaks down the ways that technology as a tool, a blueprint, and a process has accelerated human evolution...

Summary: In this 77th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Preet Banerjee, Founder of MoneyGaps, a platform that helps advisors provide financial planning advice and quantify it for their clients. Preet shares his desire to serve more income bracket levels, how MoneyGaps operates and the benefits of the service....

Summary: In this 76th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jad Chehlawi, CEO of Systelos. Systelos is a platform for improving advisor and client communication and collaboration as well as providing intuitive feedback to improve client development and experience. Jad explains the objectives and benefits of Syste...

Summary: In this 75th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jill Earthy, Head of Female Funders, powered by Highline BETA. Female Funders is an organization that helps coach and educate women on making private investments in venture capital start-ups and venture capital deals. Jill shares what inspired the organi...

Summary: In this 74th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews the team behind Owl.co, Sean Merat the CEO, Sohrab Merat the CPO, and Vahid Mirjalili the COO. Owl.co is a company that has created a solution to assist major financial institutions with their AML, KYC, onboarding, and fraud protection. Sean, Sohrab, and...