Fintech Impact

Jason talks to Rishi Khanna, CEO of StockTwits. It is a social media platform for the retail investing and trading community, known for inventing the cash tag. Rishi talks about his vision involving horizontal expansion to become a global platform and vertical expansion into diverse asset classes, while leveraging the culture of money and markets and the significance of live interactions. Episode...

Jason talks to Brigit Carroll, the policy lead for the Americas at Wise. Wise is a company that has previously appeared on the show. Jason has invited Bridget to discuss the progress or lack thereof regarding open banking in North America. They discuss various topics related to cross-border payments, banking apps, and the challenges faced by the industry. Bridget emphasizes the need for transparen...

Jason talks to Giuseppe Stuto, co-founder and managing partner of 186 Ventures. It is a venture capital firm founded by former high-growth tech executives themselves. They have been there, and they know how to advise people who are going through that same journey. Giuseppe explains that their criteria for investing in a company involve evaluating founder market fit, the competence and unique posit...

Jason talks to Jennifer Thomas, Director of Business development for XLR8. It is a well-known financial advisor CRM tool that is built over top of the Salesforce Platform. XLR8 is an overlay or custom version of Salesforce. Jennifer explains that they use all the power and strength and a wonderful thing that Salesforce offers, and then they came out-of-the-box with a fully customized version speci...

Jason talks to Daniel Cronin, CEO and Co-Founder of Integrated Finance. It is a platform that helps Fintech's launch with their payment systems all ready to go.  Episode Highlights: 00:31: Integrated finance is a platform that helps fintech's to launch or incumbents or add new offerings to their existing customer base. 02:00: The APIs that work with Bank A are entirely different to the APIs t...

Jason talks to Ashley Aydin, Principal at Vamos Ventures. It is a venture capital firm that not only makes investments in various areas, including fintech but has taken a keen eye toward increasing diversity within their founder. Episode Highlights: 01:41: Ashley explains how they only invest in the next and diverse founding teams. They also focus on impact-oriented companies.  01:47: Ashley...

Jason talks to Ryan George, CMO of Docupace. It is a platform for paperless tools basically designed to automate your back office or the financial advisors back office that, eliminate a lot of the heavy lifting and pain that we go through daily. Episode Highlights: 03:07: Ryan is working with and working for people who are sometimes in the background of the business, whether it's connecting to the...

Jason talks to Alan Gurung, CEO of SIFA. It is an artificial intelligence-powered platform for financial advisors to leverage their data, be more efficient, and garner insights from that data. Episode Highlights: 01:52: It is a man versus machine argument instead of a man and machine argument. 02:51: Generative AI seems almost scary to many, but the reality is the future belongs to those who utili...

Jason talks to Matt Lister, CEO of Cloud Advisors. It is a company in the group benefits space, and one of the unique things they have done is they have built a benchmarking system that helps inform business owners as to basically how their plans stack up against competitors in the same space and helps advise around best practices and design. Service is free for employers. Paid by advisors and pro...

Jason talks to Alex Murguia and Wade Pfau, co-founders of RISA. It is an online questionnaire and tool for helping determine what an individual's retirement styles are like and specifically helping advisors steer them toward the type of retirement solutions that help ensure that they both succeed, but also that they are comfortable and their preferences on how they wish to retire or how they wish...

Jason talks to Christine Brunsden, CEO of Benefits2, a web-based application designed to help people and medical practitioners identify disabilities that qualify for the Disability Tax Credit. It also assists them by saving time and money while increasing the rate of success when applying for the Disability Tax Credit. Episode Highlights 02:56: Through her teenage years, Christine's daughter went...

Jason talks to Mounir Felloula, CEO and Co-Founder of Puulse. It is a challenger bank, that has specifically partnered with the company's HR departments to help enable their employees to have a positive banking experience from the moment they get paid. Episode Highlights 01:51: Mounir explains what Puulse is and the services that they provide.  03:43: Mounir explains how they facilitate money...

Jason talks to Kelly Waltrich, CEO of intentionally, a well-known marketing firm within the advisor and fintech space that helps companies market themselves effectively and get results. Episode Highlights 01:16: Most people didn't get into a business to market it, they got into a business to do the thing that they wanted to build. 05:09: Kelley is extremely particular about the firms that they wor...

Jason talks to Jose Luis Salas Calcáneo, Sales Manager at Checkbook.io. It is an online platform for not just processing payments and pushing money to where you need to be but doing it in every method from digital to the old-school methodology of SNL. Episode Highlights 00:43: As per Jose checkbook is 6 in one payment disbursement platform. They have six different railways in which they can disbur...

Jason talks to Sharon Bauer, founder of Bamboo Data consulting. It is a niche privacy and security consulting firm that basically helps companies figure out how to foster trust and responsibly profit off the use of their data. Sharon's purpose is to empower businesses to make better decisions that will build sustainable privacy and security programs so that they can instil confidence in their cust...

Jason talks to Reese Harper, CEO of Elements. It is a financial planning company focused on delivering deep, meaningful conversations between clients and advisors, but specifically focused on the key things that they need to focus on in order to be effective in their financial planning journey.  Episode Highlights 1.36: Reese shares how the idea of launching Elements came through? What factor...

Jason talks to Richard Vinhais CEO of WAX. It is a platform for ensuring collectible items of high value and making sure that if anything goes wrong with your treasured collectible or sentimental value object that basically you are protected. In addition, they have helped people with custody and leverage of these assets with that. Episode Highlights 1.42: Richard talks about his background and how...

Jason talks to Brad Joudrie and Ken Lotocki. Brad is the Chief Revenue Officer of Conquest, and Ken Lotocki, Chief Product. Today they are going to talk about the changes, growth and challenges that have occurred in the past 2.5 years.  Episode Highlights 1.16: Brad and Ken talk about conquest planning and its origin stories. 02.24: Ken talks about the adoption of new technologies and innovat...

Jason talks to Dave Carr-Pries, Vice President – consulting services at InvestorCom. Today they are going to talk about how the implementation of CFR and Reg BI has basically panned out in the last year and where the successes and challenges are?  Episode Highlights 1.31: InvestorCom is a fintech company, they provide software really focusing on helping the industry make better financial deci...

Jason talks to Adrian Johnstone, Co-founder, and President of Practifi. Practifi is an advisor centric CRM that was developed on the Salesforce platform but is not Salesforce itself and has made a name for itself in terms of leveraging the advantage to build better automation workflows and tools for advisors. Episode Highlights 0.44: Adrian explains that they use the term performance optimization...

Jason talks to Don Scott, CEO of Frank Mortgage. It is a new company looking to take the bias out of shopping for a mortgage and make sure that consumers get the best rate possible. Don talks about the surprising piece of feedback that he has received post launching Frank Mortgage.  Episode Highlights 4.30: The market has a flaw in the way it's set up. The brokers are supposed to represent th...

Jason talks to Professor Ben Charoenwong, an Assistant Professor in Finance at the National University of Singapore. Today Ben is going to talk about some research he has done specifically in the RegTech field. Ben explains how dealer broker firms would not have wanted to invest in all these technologies on their own, it's the fact that there are some regulations that kind of forced them to get so...

Jason talks to Will Robinson, CEO of Encapture. The company brings machine learning to banks and lenders to help them understand what is going on with their data and make better decisions. Anywhere anyone signed, any place someone showing up and having to fill out paperwork or submit supporting documents to do something at a bank is where Encapture can get involved.  Episode Highlights 0.58:...

Jason talks to James Tait, CEO of Underwrite Me. It is a platform that allows insurance advisors to quote and handle the entire application that underwriting cycle through one unified platform and does so in 11 countries around the world. James explains how the platform allows each insurer to configure their rules and consistently with their philosophy without asking different questions or without...

Jason talks to Nicholas Bernardo, Founder & CEO of OnBord; a simple, secure tool with automated compliance features that will save you time and money while onboarding new clients. OnBord is built to streamline the new client experience for not only the advisors but also their clients. Episode Highlights 03.02: Nick talks about his profile and what prompted him to launch OnBord. He also talks a...