Fintech Impact

Jason talks to Jeff Keltner, Senior VP of Business Development at Upstart. It is an online lender that utilizes artificial intelligence throughout various parts of the underwriting life cycle in order to issue policies as quickly and effectively and with a better risk profile than conventional. Episode Highlights 0.32: Upstart is an AI lending marketplace where we power bank and credit union lendi...

Jason talks to Sam Kawtharani, VP of Product with Railz. The company collects data from different accounting systems, create a standardized file format, allows that information to be pushed into other products and vendors, and create unity around different accounting reporting systems. Episode Highlights 0.36: Railz is a single API provider for accounting and financial data on small and medium bus...

Jason talks to Justin Fitzpatrick, Chief Innovation Officer of Income lab. An online platform that basically lets you do dynamic retirement planning. Episode Highlights 01.47: Justin says that they are laser-focused on retirement income planning. He explains that they typically live alongside one of the widely used generalized financial planning systems for when client relationships need to go dee...

Jason Pereira talks to Mark Warnquist, CEO of InShare - an insurance tech that focuses on distributing protection solutions to the on-demand economy to lift the gig workers of the world. Episode Highlights: 0.50: With InShare, we set out to do something better and move faster than incumbents and build solutions that benefit and help the on-demand economy, grow and protect the gig workers on whom t...

Jason Pereira talks to Gerti Dervishi - Chief Growth officer for Flybits. The company helps financial institutions utilize the context of clients, individual situations, geography, and other factors that help serve up better next recommendations. Episode Highlights: 1.08: Flybits the company is rooted in R&D. For many years, the research group built a lot of intellectual property and patterns...

On today's episode of the Fintech Impact, Jason Pereira is going to talk to Cato Pastoll, the CEO of Loop. They will discuss Loop's platform and how it helps companies operating as Canadian businesses get access to banking services in another market. Episode Highlights: 0.43: Loop is an online banking and payment platform. They help companies that are operating as Canadian businesses to get access...

Jason Pereira speaks with Jessie Vaid, creator, and CEO of ReadyWhen. ReadyWhen is a digital legacy manager that assists you in putting all of your essential information in one place so that when the worst comes, your family will have a head start in settling your affairs, as well as other kinds of beneficial tools and use cases while you are still living. Episode Highlights: 05:56 Jessie started...

Jason Pereira talks to Stefania DiBartolomeo, Founder & CEO of Physis Investments. This investment is an ESG and impact investing platform for reporting sustainability amongst companies. Episode Highlights: 05:34: Physis is an indent in the Greek world and means everything that is alive on Earth. It comes from the same root of physics. Physics is the law of nature, physics from entering Greek...

Jason Pereira talks to Anita Koimur, Co-Founder & COO of Liveflow. Liveflow is an online platform that pulls data into Google Sheets from various accounting software to allow and enable different workflows and processes more efficiently than currently can be done within that native software. Episode Highlights: 3.42: It's amusing and bizarre that the balance sheet and income statement are the...

Jason Pereira talks to Bill Petruck, Founder and CEO of funding matters. Funding matters is a light fintech with a series of calculators and other tools that help not-for-profit charities. It helps generate donations more easily by showing people the actual tax implication of various donation schemes and options and helping kind of grease the wheels towards making that happen. Episode Highlights:...

Jason Pereira talks to Tim Rickards, managing director of social and content strategy for Hearsay Systems. Hearsay is a social media and content management system that helps businesses market themselves better in today’s social and digital age.  Episode Highlights: 00.38: Hearsay is in essence of client engagement platform, and the company helps agents and advisors consistently deliver a pers...

Jason Pereira talks to Art Harrison, Co-founder and Chief Growth Officer of Daylight. It helps companies automate their data processes and create greater efficiencies around things like onboarding, documented population etc. Episode Highlights: 0.34: Daylight’s mission is to enable companies to improve any interaction between people in the process.  10.50: To build a new platform or process,...

Jason Pereira talks to Sheldon Brow, founder of Pocket Finance; a platform for greater collaboration between clients and advisors giving them a personal financial management app on their phone that not only helps track their wealth but also educates them. Episode Highlights: 1.04: Pocket finance is a dual interface fintech platform that could be a personal finance management tool for the consumers...

Jason talks to Sarah Morton, Chief Strategy Officer at MeetAmi. MeetAmi is a company working to bring digital assets to Canada’s traditional wealth management space. We have brought her to this show to discuss how she will help evolve the industry into the digital asset space.  Episode Highlights: 00.35: MeetAmi is the company that Sarah has built to help advisors engage directly with digital...

Jason talks to Seth Ross, General Manager for Dayforce Wallet and Consumer Services at Ceridian. Ceridian is one of the powerhouses of payroll worldwide, and Dayforce Wallet is a payroll tide banking and pays as you earn platform. Episode Highlights: 0.46: It is an app and a debit card. The app allows you to see how much you have earned at any given point in between your pay cycles, and the debit...

Today we have Fidelma McGuirk, founder, and CEO of Payslip. Payslip is an Ireland-based payroll company that does work all around the world. She is on the show to discuss the challenges of working with multi jurisdictions and other complexities. Episode Highlights: 1.10: Payslip enables a multinational company to integrate all their IT systems and payment providers in different countries into a pa...

Jason talks to Daire Burke, head of Canada for Swoop Funding. Swoop Funding is an Irish-based company that works in multiple countries. It provides companies with access to a platform that aggregates lending solutions to meet their needs from various commercial blenders.  Episode Highlights: 00.46: Swoop is an online marketplace for small businesses looking to find funding for their business....

Jason talks to Lori Weir and Jeff Harvie. They are going to specifically talk about how they have helped advisors and firms deal with implementing new systems to help them better support themselves in this new regime CFR. Lorie started the company in 2015, and they set out to help investors feel more confident that they were invested in products that met their risk tolerance and financial goa...

Jason talks to Louis Retief, Co-founder and CEO of Hubly. Hubly is an advisor workflow automation tool that helps take information from CRM’s and create actionable and easy to develop and implement workflows for advisors. Episode Highlights: 1.41: New consumer financial products disrupt how people interact with their finances. But what we care about at Hubly is how this product innovation in new c...

Jason talks to Marc Pickren, CEO of The Americas for TurnKey Lender. A global financial technology SaaS that has created and deployed the world's most impactful embedded finance platform since 2011. Episode Highlights: 1.40: After having a conversation with Elena, Marc came on board as an advisor Slash unpaid CEO for a few weeks to try and see if there was a good relationship there and then eventu...

Jason talks to Dimitri Dadiomov, CEO of Modern Treasury. Modern Treasury is a payments architecture system that focuses explicitly on payments and payment automation. She talks about how they differentiate themselves and dominate payment automation within this space. Episode Highlights: 1.14: Jason asks, what were you trying to accomplish in the first place as related to automation functionality,...

Jason talks to Mohamad Sawwaf, Co-founder and CEO of Manzil. Manzil is a Canadian-based Islamic banking and finance platform. In today’s episode, he is going to talk about Islamic finance and how he is using Fintech as a platform for distributing Islamic finance in schools.  Episode Highlights: 1.15: Manzil was created to fill the gap of the 1.6 million Muslims here in Canada to get into home...

Jason talks to Steve Sanduski, Co-founder of ROL Advisor. ROL Advisor is an online platform that helps advisors or helps coach advisors through a process to help clients focus on return on life as opposed to returning on their investments. Episode Highlights: 0.54: Steve explains that they decided to create a new legal entity, hired some developers, and created digital tools that they call the ROL...

Jason talks to Laurent Bensemana, President of Ndex Systems. Ndex systems is a portfolio management software providing clean or scrubbed data for the industry. Ndex is a custodial-based company established in 1999. Laurent’s original objective was to build the ideal assistant for the financial industry. They never saw a distinction between money managers for retail brokers, discounters, product ma...

Jason talks to Kison Patel, Co-founder, and CEO of M&A Science. M&A science produces a product called Deal Room, a platform for monitoring the entire life cycle of an M&A deal. M&A science is a company with multiple product lines covering education and technology for managing the M&A process focused around making M&A more of a collaborative people focus process. Episode Hig...