Fintech Impact

In this episode host, Jason Pereira talks to Gil Petersil. He talks about how editing and auditing your networks, both online and offline, have massive impacts on your business.   Episode Highlights: 0.36: Gil talks about his years of experience in networking. He has set up few businesses around them.  01.32: Gil gives a little background of his career journey. He has handled variou...

In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner. Episode Highlights: 01.16: Andrew Altfest talks about his inspir...

In this episode, host Jason Pereira talks to Scott Plaskett. As a financial planner, he is in the business since 1993. As a financial planner, he was looking for systems and technologies that would support the need to run the practice.   Episode Highlights: 01.08: Scott shares how he realized there is the ability to create processes and workflow within the systems. 01.39: After facing se...

In this episode host, Jason Pereira talks to Binna Kim founder of Vested. The company is an integrated agency of Fintech and Financial Services Firm. She jokes about her Jerry Maguire moment when she decided to quit and start her firm. Episode Highlights: 02.00 – Binna talks about how brands needed to speak to their clients. Vested wants to work with the best brand in the Financial sector. 03:50 –...

In this 169th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Adrien Treccani, Founder and CEO of Metaco, a company that enables traditional financial institutions to offer their clients blockchain solutions! Episode Highlights: 0:29 – Adrien Treccani introduces Metaco. 1:06 – What brought about the genesis of Metaco? 3:24...

In this 168th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Dan DeMers, CEO and Cofounder of Cinchy, a next–generation data–management platform that utilizes data fabric with the end goal of data autonomy! Episode Highlights: 0:43 – Dan DeMers introduces himself and Cinchy. 2:27 – What was the problem that Dan was trying...

In this 167th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Arin Klug, Cofounder of Epilogue, an online will kit that helps people leave behind a legacy that does not bring their loved ones massive pain by enabling them to take control of their will! Episode Highlights: 0:32 – Arin Klug introduces Epilogue and how it hel...

In this 166th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Abraham Okusanya, CEO and Founder of Timeline. Timeline is an online platform that allows people to stress test the decumulation phase of their life and come up with a plan to deal with it! Episode Highlights: 0:34 – Abraham Okusanya introduces Timeline. 1:18 –...

In this 165th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Meenaz Sunderji, the Executive VP at Zafin. Zafin is a banking software platform that helps financial institutions personalize their services for their customers! Episode Highlights: 0:31 – Meenaz Sunderji introduces Zafin and its services. 1:32 – What led to th...

In this 164th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Thomas Sponholtz, CEO of Unison, a company that enables equity financing of residential real estate and gives institutional investors access to the world’s largest asset class! Episode Highlights: 0:33 – Thomas Sponholtz introduces Unison. 3:16 – What was the im...

In this 163rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Clayton Feick (Flinks) to go over the fundamental concepts of Open Banking! Episode Highlights: 1:33 – Clayton Feick gives an update on his role at Flinks. 3:07 – Jason and Clayton discuss the leveraging of data with Open Banking. 4:01 – What is Open Banking in...

In this 162nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edward Berks (Xero), Davyde Wachell (Responsive AI), and Chad Davis (LiveCA) on what works and doesn’t work with Open Banking in different countries around the world! Episode Highlights: 1:03 – Everyone introduces themselves and their companies. 4:06 – What mark...

In this 161st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is joined by Ben Harrison (Portag3 Ventures), Andrew Moor (EQ Bank), & Daniel Eberhard (KOHO) for part 3 of his series on Open Banking. This one is all about Canada! Episode Highlights: 0:57 – Andrew Moor introduces himself and EQ Bank. 2:25 – Ben Harrison gives insigh...

In this 160th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Frederik Mennes (OneSpan), John Pitts (Plaid), & Yoseph West (Relay) to discuss the state of Open Banking in the United States!  Episode Highlights:  ● 0:50 – John Pitts introduces himself and Plaid.  ● 1:32 – Yoseph West introduces himself an...

In this 159th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Hesus Inoma and Daniel Döderlein. As 2 pioneers of Open Banking in Europe, Daniel and Hesus are here to discuss the current movements and innovations of world leaders in European Banking! Episode Highlights: 0:18 – Jason explains why he is hosting a 5–part serie...

In this 158th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian business founders who wish to make a positive impact on the future of their communities! Episode Highlights: 1:20 – Jennifer C...

In this 157th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lil Roberts, CEO of Xendoo, an online accounting firm that aims to serve small businesses by simplifying the bookkeeping process! Episode Highlights: 0:32 – Lil Roberts introduces Xendoo and its mission. 0:56 – What was the inspiration behind the creation of Xen...

In this 156th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zachary Dan, CoFounder and CTO of Act Analytics, a platform that helps financial advisors make better decisions around environmental, social, and governmental factors! Episode Highlights:  0:41 – Zachary Dan introduces Act Analytics. 1:04 – What led Zachary...

In this 155th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Christopher Doyle, the CEO of Billd, a vendor–financing company that allows contractors to purchase materials via credit so they can take on bigger projects! Episode Highlights: 0:32 – Christopher Doyle introduces Billd and its role in the construction industry....

In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months! Episode Highlights: 0:57 – Guy and Jason touch on Jason’s podcast rankings and success in 2020. 2:40 – There are many subcategories in the Fintech industry. 3:24 – What episodes did people...

In this 153rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sara Green Broderson from Canaree, an online projection tool that holds the hands of startups by building their financial model and providing financial advice! Episode Highlights: 0:36 – Sara Green Broderson introduces Canaree. 1:38 – What is Sara’s history befo...

In this 152nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Richard Owen, VP of Sales for Retail Wealth Management in North America for Ortec, a company that projects out returns for a variety of asset classes through the use of sophisticated econometric models!  Episode Highlights:  ● 0:39 – Richard Owen intro...

In this 151st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matthew Unger, the CEO of iComply, a company that deploys intelligent compliance management services!  Episode Highlights:  ● 0:35 – Matthew Unger introduces iComply.  ● 1:18 – What was the origin of iComply and why did Matthew create it?  ●...

In this 150th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Bill Winterberg, Founder of FP Pad, a source of educational content on tech for financial advising and forecasting. Bill is here to have a friendly chat about the current state of affairs as well as the future of tech in the world of financial advising! Episode...

In this 149th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Mahima Poddar, the Senior Vice President of Digital Banking Strategy at Equitable Bank and head of EQ Bank! Episode Highlights: 0:40 – Mahima Poddar introduces Equitable Bank and EQ Bank. 1:15 – How did Mahima get to her current career? 2:10 – What was the genes...