Fintech Impact

This is the 23rd episode of the Fintech Impact podcast, and Jason Pereira interviews Ben Styles, the General Manager of product and Partner Development for Xero, one of the world’s leading online accounting software programs. Learn more about Ben’s work with Xero, and how the company is impacting the Fintech industry. ●02:56 – Xero started with the concept of a single ledger in the cloud, then an...

In this 22th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host shares a recording of his presentation at the Wealth Professional Summit on Leadership and Technology that occurred on May 30th, 2018 in Toronto at The Westin Harbour Castle. Jason’s discussion covers a series of tech tools that are of use to financial planners and advisors...

During the 21st episode of Fintech Impact, Jason Pereira interviews Othalia Doe-Bruce, the Public Relations Officer for One Ledger, that creates an API level so that blockchains can communicate with each other. The discussion revolves around what One Ledger has to offer, how it is being funded, and the Blockchain Hub education group.   ●     01:24: – One Ledger techno...

In this 20th episode of the Fintech Impact podcast, Jason Pereira is actually the one getting interviewed this time by his colleague, financial advisor Guy Anderson. The goal will be to identify and define the acronyms, nomenclature, and tech speak that is typically used in Fintech Impact, and in the industry at large. Consider this Fintech 101.   ●02:38 – API: stands for application protocol...

This is the 19th episode of the Fintech Impact podcast, and Jason Pereira interviews Eric Arnold, the Chief Executive Officer at Planswell, an online financial planning software platform that is really targeted at individual consumers, helping customers implement their financial self-planning. Eric shares how Planswell was started, its capabilities, and ways in which it continues to expand. ●&nbsp...

This is the 18th episode of the Fintech Impact podcast, and Jason Pereira interviews Anthony Stich, the Chief Operating Officer of Advicent, the largest provider of financial software in the world. Anthony shares information reguarding Advicent’s product line which includes NaviPlan, the power of their advancements and influence, and the ways in which they are able to service their clients.  ...

This 17th episode of Fintech Impact, Jason Pereira interviews Yves-Gabriel Leboeuf, Founder and CEO at Flinks, a Canadian-based data aggregation software company that pulls data from various financial institutions, allowing third parties to use that data. Over the course of the discussion, Yves-Gabriel Leboeuf explains how Flinks began, what products they are offering, and how the data aggregation...

This is the 16th episode of the Fintech Impact podcast, and Jason Pereira interviews Peter Demangos, the Co-Founder of Collage, a human resources benefits technology platform that works in tandem with broker partners. Peter explains how Collage was created, the ways in which it is pushing technology in the financial advisement and human resources spaces, forward, and the ways they plan to scale. ●...

During the 15th episode of Fintech Impact, Jason Pereira interviews Pauline Shum Nolan, the Co-Founder and CEO of Wealthscope, an online tool for accessing portfolios. Pauline shares the creation and opportunities available with Wealthscope, which digs beyond performance, into various parameters like factor-based investing, fees, and long-term projections of income. ●  01:09: – Wealthsco...

During the 14th episode of Fintech Impact, Jason Pereira, interviews Paolo Sironi, Fintech thought leader and author who currently works at IBM Watson Financial Services at the IBM Industry Academy. Paolo shares information that he has gained about our relationship with money, how it is changing, and the ways in which Fintech plays a role in that relationship. ●01:06: – Paolo Sironi is Italian, sp...

During the 13th episode of Fintech Impact, Jason Pereira interviews David Katz, the Executive Vice President of Benecaid, a traditional health benefits platform where he runs a separate division called Honeybee their digital platform for their delivery of benefit solutions for advisors, underwriters, lawyers, and end-to-end users. David shares his journey to the creating of Honeybee, how it has pr...

Summary: During the 3rd episode of Fintech Impact, Jason Pereira interviews Pawel Brzeminski, the founder and CEO of Snap Projections, a new and exciting Canadian software solution to assist financial planners. They discuss the scope of Snap Projections, as well as tools and challenges facing the Canadian market. ●     01:31 – Snap Projections is a financial planning softw...

Summary:   This is the 11th episode of the Fintech Impact podcast, and Jason Pereira interviews Clayton Feick, the Vice President of Sales and Business Development at Quandl, a big data company in the financial space that sells data points to vendors. Forbes has names Quandl one of the top 50 Fintech companies to watch. Clayton shares information about what separates Quandl from their competi...

Summary: In this 10th episode of the Fintech Impact podcast, Jason Pereira interviews Aly Dhalla, the CEO and Founder of Finaeo, a platform to help independent advisors make their job easier with digital toolkits connected to a back office to work through their front office needs—from prospect to policy in one workflow. Aly shares what Finaeo’s goals are, who their core audience is, and their tech...

Summary: In this 9th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Rona Birenbaum, a Toronto-based financial planner, and the CEO of Viviplan, a Canadian Robo planner that uses technology to more effectively provide financial planning to clients and a better price point. They chat about how Rona came to creat...

Summary: During the 8th episode, Jason Pereira, interviews a colleague of his by the name of Zaheer Merali. Zaheer is an entrepreneur, investor, and consultant to several start-ups and has worked with many technology companies. Jason talks with Zaheer about the past and present evolution of financial planning solutions. ●   01:08 – Zaheer works primarily with venture funds and...

Summary: In this 7th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Yon Perullo, the CEO of RiXtrema, a United States-based fintech that specializes in helping financial advisors build their practice and assist with the fiduciary responsibilities that they face in their practice. Show Notes: ●01:01 – RiXtrema...

Summary: In this 6th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Shawn Brayman, the CEO of PlanPlus, a prominent Canadian source of financial planning software. Jason and Shawn discuss how PlanPlus has grown, their focus on research, and how to evolve financial planning services ethically for their customer...

Summary: In this 5th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Cato Pastoll, the Co-Founder and CEO of Lending Loop – an alternative lending source. Lending Loop mixes peer-to-peer lending with crowdsourcing along with artificial intelligence. Find out the story from Cato Pastoll about how in 15 months Le...

Summary: Welcome to the 4th episode of the Fintech Impact podcast, where Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews the CEO and Co-founder of Onist Technologies – Brad Kotansky. Onist Technologies is an Arizona-based online platform that allows users to aggregate all of their financial data and to be able to work with multiple professionals. Br...

Summary: During the 3rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Paul Resnik, Co-founder and Director at FinaMetrica. As a risk assessment company, FinaMetrica provides tools for financial advisors to figure out the risk tolerance of their clients. Paul Resnik shares his history in the industry, the uphill battles t...

Summary: In this second episode, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kevin Kliman, CEO and Founder of Humi – an HR software company. Kevin shares the highlights of his journey, what his company Humi is seeking to accomplish, and Humi’s impact on the financial space. Show Notes 00:41 – Humi is a fintech company because in addition to its...

Summary: Welcome to the very first episode of the Fintech Impact podcast, with Jason Pereira, award-winning financial planner, university lecturer, writer, and host of this show that offers expert insight into the Fintech world of financial technology. Today, Jason interviews David Nugent, the CIO and Co-Founder of Wealthsimple, Canada’s largest robo advisor and digital investment solutions for cl...