Fintech Impact

Jason talks to Justin Adler, co-founder of NorthOne. It is an online Business Account with built-in features to make business banking fast and easy. Justin helps people with this entire profit for a system, they put people in envelopes or supplements, but nevertheless it's basically splitting up by dollars or percentages and making sure that when the taxman comes calling the money sitting there wh...

Jason talks to Santiago Burridge, executive chairman of Lumiant. It is a platform that helps advisors discover what really matters to their clients and helps them have more deep and meaningful conversations and guides them along the way to a deeper and more meaningful and prosperous engagement.  Episode Highlights 0.38: All the extraordinary conversation that happens between an advisor and a...

Jason talks to Guy Anderson about what happened in these past years of 51 episodes other than this one. As per Jason When it came to technology innovation, it was the bigger issues that were looked at first, but now we are looking at the smaller problems. Episode Highlights 1.59: Jason shares what was his top pick for the most interesting fintech solution for 2022.  2.04: As per Jason the clo...

Jason talks to Yasser Abou-Nasr, Senior Vice President of product at Dwolla. The company is a payment infrastructure company specifically specializing in account-to-account transfers. Episode Highlights 0.30: Dwolla is a modern payments platform that really becomes an engine that a lot of our Fintech or software companies or corporate enterprises want to embed in their stacks because they actually...

Jason talks to Mark Higgins, Chief Analytics Officer and Co-Founder of Beacon. It is a company that provides cloud solutions to financial institutions to run their data and analytics and a number of other interesting and high-level things. Episode Highlights 0.33: Beacon is a financial technology company focused on the capital markets. These are the sort of wholesale trading that happens in foreig...

Jason talks to Andrew Kirkland, President, and Co-Founder of Justwealth. The company is a Canadian based Robo advisor that deals directly with consumers but also collaborates with financial advisors. Episode Highlights 0.29: Justwealth is an online portfolio manager also known as a Robo advisor and Andrew is bringing investment services to Canadian investors via a very efficient model by using tec...

Jason talks to Greg Leroux, founder of Retirement Optimizer. It is a Canadian software that optimizes your retirement specifically around strategies on drawing down your assets over time to ensure that you successfully make it to the finish line. Episode Highlights 0.42: In existing financial planning software, you enter a series of inputs regarding your assets, spending expectations and what you...

In today's episode of Fintech Impact, we have Marcilio Oliveira, Co-Founder of Sensedia. It is a platform that provides API access through microservices for different financial institutions around the world, basically connecting them seamlessly. They are helping the enterprise companies around the world to become more connected, open and digital using the modern integration platform and API. Episo...

Jason talks to Timothy Nuy, Founder and Co-CEO of Finclusion. The company is an African based neobank that is basically tackling a lot of the structural issues in banking in Africa in a digital way. Episode Highlights 1.11: Today our lending products predominantly are either employed or merchant distributors ranging from earned wage access to payroll loans and from buy now pay later to merchant le...

In today's 250th episode we have guest host, Guy Anderson to interview Jason Pereira. Guy asks Jason what he has learned till now and where he is going from this point. Episode Highlights 2.08: There are a lot of integrations in the US market, but Jason would actually refer to a lot of those integrations as borderline superficial. 3.25: As per Jason there are a couple of ways to look at big trends...

Jason talks to Brooker Belcourt, Founder of Covey; an online platform for new inspiring portfolio managers to earn credibility by sharing their best ideas online in order to establish a track record and hopefully establish a career input for the management. Episode Highlights 1.20: Covey seeks to solve the problem of finding investment analysts by creating a community to find and reward the best i...

Jason talks to Ari Brojde, Founder and CEO of Estateably, a leading provider of digital solutions for the North American trust and estates industry. Episode Highlights 0.50: Estateably is a Canadian estate administration software that makes sure that when your loved one passes away the owner's burden, that is, the administrative work left behind by an estate is dealt with in a quick, efficient, an...

Jason talks to Wilbur Swan, CEO of Catchlight. It is a company that uses AI to help advisors basically find and close better leads. Episode Highlights 0.50: Catchlight plays a new kind of solution for advisors which focus on what we call lead optimization, which is common in other industries, but new to financial advisors, says Wilbur. 4.13: Fidelity Labs started with infidelity in 2005 and had a...

Jason talks to Shirin Oreizy, Founder and CEO of Next Step, an award-winning Behavioral Design Agency with offices in San Francisco, CA & Boston, MA. Episode Highlights 1.00: Next step is a behavioral design agency because we sit at this intersection of leverage and being able sentence and how we help our clients design and their marketing and product experiences for their clients and ultimate...

Jason Pereira talks to Michael Butler, President & CEO Grasshopper Bank. The company began operations in 2019 & is a client-first digital bank serving small businesses, start-ups, & investors supporting them across the innovation economy. Episode Highlights 1.14: Grasshopper Bank was a digital bank that was formed about 12 months before the pandemic hit with its primary purpose was to...

Jason Pereira talks to Akshay Singh, Founder & CEO of Indyfin; the investor experience platform that has redefined the way consumers find, research, review, & interact with financial advisors. Episode Highlights 1.08: Indyfin is about simplistically setting independence like yelp meets mash.com, but for wealth management, if you think about Indyfin, the most important thing is helping fina...

Jason Pereira talks to David Whitcomb, VP of Product at MX. It is an aggregator of aggregators in that it provides tech companies & traditional finance companies with a way of accessing a common data format across multiple different data aggregation companies & kind of pulls into data from all includes above and spits it up. Episode Highlights 1.00: MX not only connects with other aggregat...

Jason Pereira talks to Shep Hickey, founder, and CEO of Bryzos. It is an online steel marketplace. Any kind of marketplaces are financial solution, and Shep incorporated Fintech solutions into the platform itself. Episode Highlights 1.03: Bryzos is an online steel marketplace that has Fintech features that allow a buyer or seller to go all the way with procure to pay. 2.17: Bryzos absolute origin...

Jason Pereira talks to Tyrone Ross, CEO and Co-Founder of Turnqey Labs. The company is a new fintech that's looking to solve the problem of crypto reporting within traditional finance. Episode Highlights 1.00: Turnqey is an API suite that is geared to be an integrator aggregator in the marketplace for all things crypto asset data. The end goal is to harness the power of data and analytics to devel...

Jason Pereira talks to Ehsan Shariati, CEO and Co-Founder of Functionland. The company is the distributed storage platform that allows you to store data on the blockchain but utilizing your own dedicated hardware. Episode Highlights 0.33: In Functionland we are creating a decentralized Google cloud. Basically, like the cloud providers that we are getting services from like storage, backups, comput...

Jason Pereira talks to Hemant More, CEO of Arcons Technology. Arcons is a suite of software targeting RA's and advisors in the US specifically helping them with various cloud solutions, online billing, CRM reporting, trading, and client portals. Episode Highlights 0.38: Hemant founded his company in 1998, and they started their enterprise helping RA's. The initial product that they offered was rel...

Jason Pereira talks to Rebecca Wilde, Managing Director of StockSnips. StockSnips is an AI and natural language processing platform that harvests data to provide stock purchase and sale indicators, bringing artificial intelligence to the world of stock selection.  Episode Highlights 0.38: At StockSnips we are providing investors with a low-cost high performing portfolio model that leverages o...

Jason Pereira talks to Rohit Mittal, CEO of Stilt. The company is an online lender that specifically targets immigrant and unreserved populations who have very specific challenges when trying to obtain debit and credit. Episode Highlights 0.32: Stilt is a Fintech company focused on immigrants. When immigrants move to a new country, they don't have a credit history or credit score and it's very dif...

Jason Pereira talks to Robert Sofia, CEO of Snappy Kraken. The company is a well-known platform in the advisor community for helping advisors market their business through social media and other venues. Episode Highlights 1.32: Robert's love was in marketing and in 2009 he launched his first marketing consulting firm for advisors. He scaled that up to serving about 800 advisors at its peak. It was...

Jason Pereira talks to Kevin Victor, VP of Sales & Partnerships at Mako Financial Technologies. It is essentially SASS for wealth workflow automation. Episode Highlights 02.00: Kevin says that in 2018 it seemed very difficult to have strong remote operations and that in itself was a challenge. More importantly it has always been a headache that private equity firms, VC firms, alternative inves...