Fintech Impact

Jason welcomes back Reese Harper, the CEO of Elements. It is a platform designed to provide faster and more effective financial advice. The innovative approach of Elements simplifies financial diagnostics, making it accessible to a diverse audience. The episode explores the evolving landscape of financial services and the need for simplicity and accessibility in wealth management. Episode Highligh...

Jason talks to Andres Jones, Co-founder, and CEO of Facet. It is a fintech company challenging traditional financial planning models and aims to introduce an advanced form of financial planning to underserviced markets often neglected by the industry. They use a subscription-based approach, focusing on a broader definition of financial planning beyond retirement. The company emerged in response to...

On today's episode, Jason and Guy will reflect on 51 impactful episodes of Fintech Impact. From CRM evolution to the rise of AI in finance, this conversation explores cutting-edge trends and thought-provoking discussions that shaped the year, sharing insights into cybersecurity, marketing, and innovative solutions revolutionizing the advisory landscape. Episode Highlights: 01:28: Jason shares insi...

Jason talks to Manu Smadja, CEO and Co-Founder of MPower Financing. MPower Financing is a company that specialises in lending loan to international students because they have their own specific challenges that are encountered by many people who come to a foreign country. Episode Highlights: 02:30: Manu elaborates on his realization about the ongoing challenges faced by international students, citi...

Jason talks to Ian McKenna, founder of advisersoftware.com. Ian is a guru of advisor technology in the UK and has a great lens on both the UK and technology around the world. He is here to capture his and Jason’s casual and informative discussions about the industry's past, present, and future, offering listeners a valuable perspective on the fintech landscape. Episode Highlights: 02:08: Ian intro...

Jason talks to Shalicia Harris, founder and CEO of In Charge; a platform designed to empower financial advisors in growing their businesses and fostering stronger relationships with clients. The focus is on personalized financial literacy, aiming to empower clients in making informed decisions about their money. The platform enables advisors to seamlessly create tailored campaigns, emphasizing tra...

Jason talks to Kareem Hamady, Co-Founder and CEO of AltExchange. The company is a platform that helps advisors better manage all the complexity around the issuance, management, and stewardship of alternative investments in the marketplace. Kareem provides an overview of AltExchange, a company focused on aggregation and automation technology for alternative investments (alts). The company retrieves...

Jason talks to Andrew Butt, Co-Founder and CEO of Enable. Enable is a platform for managing B2B rebates a problem that exists at scale. Andrew describes Enable as a cloud-based platform fostering collaboration among supply chain stakeholders, including manufacturers, distributors, and retailers, focusing on trading agreements. Episode Highlights: 01:03 Andrew shares the history of Enable, rooted i...

Jason talks to Zach Conway, co-founder and CEO of Seeds. It is a platform that allows advisers to better assess investors and personalize their portfolios in order to create a better engagement with them. Zach highlights the traditional mechanical investing process with Seeds' approach, which aims to make investing more meaningful and engaging for both the investor and the advisor. Episode Highlig...

Jason talks to Joel Bruckenstein known as the "godfather of advisor technology" in the US. Joel is the President of Technology Tool, a well-known consultant and writer in the financial advisory technology space. Joel is the President of Technology Tool, a well-known consultant and writer in the financial advisory technology space. The episode focuses on Joel's journey and how technology for financ...

On today’s episode of Fintech Impact, we have a repeated guest Aaron Klein, the co-founder and CEO of Nitrogen Wealth formerly Riskalyze. Aaron was back in April of 2019, and he has been up to quite a lot. Aaron introduces the concept of behavioral science, alluding to how clients react to financial decisions. He shares an anecdote about an advisor who realized that he was anchoring his clients' p...

Jason talks to Chris Shuba, Founder and CEO of Helios Quantitative. It is an "in-source CIO," offering a unique solution for financial institutions. They provide all the functions of an investment department without the associated costs and hassles. Helios Quantitative simplifies and streamlines the operations of an advisory practice. Episode Highlights  01.52: Chris notes that while models w...

Jason talks to Rafael Loureiro, CEO of Wealth.com. The company besides having the most incredible URL for a fintech firm is an estate planning platform that allows for advisors and clients to collaborative work on estate plans and produce like legal estate documents and make it part of the entire continuing advisors by proposition. Episode Highlights  00:53: Rafael describes Wealth.com as a t...

Jason talks to Elliott Limb, founder and CEO of Cubed. It is a company assisting fintech companies scale, while mitigating the high failure rates commonly faced by startups. Episode Highlights  00:21 Elliott discusses Cubed's mission, which is to help fintech companies overcome high failure rates. Cubed serves as growth partners, actively involved in running and growing fintech businesses. 06...

Jason talks to John Lenker, founder and Chief Vision Officer of the marketing firm and Kevin deLaplante Partner & Chief Knowledge Officer. Lenker is a growth consulting firm that specializes in assisting early-stage startups in achieving product-market fit and establishing a recognizable brand before their launch. They emphasize on the challenges startups encounter, including a lack of market...

Jason interviews Julie Littlechild, the founder and CEO of Absolute Engagement. Julie is a renowned speaker and expert in client engagement within the financial advisory sector. She has recently launched the Absolute Engagement Engine, which brings her ideas on client engagement to life. Episode Highlights  00:58: Absolute Engine is designed to help financial advisors connect more deeply with...

Jason talks to Steven Wasick, Founder of infoSentience, an automation company specializing in using artificial intelligence to enhance data analytics and communication in financial markets. infoSentience’s software can analyze any data set, identify key insights, and communicate them effectively, similar to a human analyst or journalist. This episode explores the innovative technology and applicat...

Jason talks to Stephen Chen, founder, and CEO of New Retirement. It is an online platform that facilitates financial institutions in offering DIY financial planning experiences to their existing or potential customers. The platform is designed to enhance and complement their existing financial services. Stephen describes New Retirement as essentially creating a "TurboTax for financial planning." I...

Jason talks to Owen Winkelmolen, Founder/CEO of Adviice, a financial planning tool in Canada. It is a client-facing financial planning platform designed to support fee-for-service advisors and all advisors in general. It enables clients and advisors to collaborate in building a financial plan. The origin of Adviice, can be traced back to Owen's financial planning practice, Plan Easy, which he foun...

In this episode of Fintech Impact, host Jason welcomes back repeat guest Trevor Greenway, the founder of interVal. Trevor discusses how interVal's software platform assists financial advisors, accountants, and other professionals in valuing businesses. The platform provides estimates of business value, guides clients in the right direction, and helps them optimize their largest asset. Episode High...

Jason talks to Jud Mackrill, co-founder of Milemarker & Mammoth, who has been on the show before. The discussion centers around the challenges related to data and data management in the industry. For the past 15 years, many conferences have complained about the quality of data, its location, and how it's often siloed. Jud is working on a solution to address these issues. Episode Highlights&nbs...

Jason talks to Philipp Hecker, CEO of Bento Engine. It is a cutting-edge content and conversation system designed for financial advisors. The system's primary goal is to assist financial advisors in cultivating stronger client relationships and expanding their businesses. Episode Highlights  0.49: Bento Engine aims to help advisors focus on crucial moments in their clients' and prospects' liv...

Jason talks to Jacob McGraw from Sikka.ai, a fintech company specializing in API platform services for dental support organizations (DSOs). DSOs are large firms that operate numerous dental practices. Jacob discusses Sikka.ai’s innovative underwriting methodology for insurance companies and explains the company's value proposition.  Episode Highlights  01:00: Jacob explains the operation...

Jason talks to Jay Goodis, the CEO of Tax Template Sync, a software designed to help advisors in Canada assess different tax scenarios for their clients. The software allows users to analyze current tax situations, run test scenarios, and optimize tax strategies. Episode Highlights 01:57: Jay explains that the genesis of the company was driven by the need to save time and improve efficiency. 02:23...

Jason talks to Derek Notman, the founder and CEO of Couplr. It is a fintech company that provides a platform for people to find the right financial advisor for their needs. Jason mentions that he often gets pitched similar ideas, but he finds Derek's approach unique and effective. Derek explains that Couplr is focused on fixing lead generation in the financial advisory industry. He highlights that...