Fintech Impact

In this 123rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Daniel Crosby, Founder of Tulip, Chief Behavioral Officer at Brinker Capital, and Best-Selling Author. He is known for figuring out ways to take behavioral finance theory and implement in real life. Dr. Daniel Crosby speaks about his new platform, Tulip whic...

In this 122nd episode of Fintech Impact , Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lisha Davis, Founder of Arable Ventures LLC, an innovation and startup consulting/advisory practice in NYC. Davis is also an investor at 37 Angels, Venture Partner at VU Venture Partners, and Former Head of Innovation at Vanguard.   Episode Highlights: &nb...

In this 121st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Daniel P. Simon, Author of the book The Money Hackers. Daniel P. Simon talks about the different founders and companies that have changed the finance world in the last 10 years.  Episode Highlights:  ● 00:55 – Daniel P. Simon introduces himself. ...

In this 120th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Melika Hope, Head of Product for Small Business and Self-Employed Group at Intuit. Intuit is the world’s largest provider of accounting software. Melika Hope talks about how Intuit has managed to, through customer focus, continuously innovate up it’s product.&nb...

In this 119th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Alex Lazarow, Venture Capitalist and Investment Director at Cathay Innovation and Author of the book Out-Innovate: How Global Entrepreneurs--from Delhi to Detroit--Are Rewriting the Rules of Silicon Valley. Alex Lazarow talks about how entrepreneurs around the w...

Summary: In this 118th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matt Alston, COO & Co-Founder at Surex, an online digital insurance broker that caters to home, auto, and various forms of casualty, seeking to digitize the entire consumer experience. Matt Alston explains the origin of Surex, the solutions that it...

Summary: In this 117th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dan Doney, CEO of Securrency, a blockchain-enabled tokenization platform that bakes compliance into the actual token. This enables the token to represent the actual asset and simultaneously has rules set around who can participate, what the issuance pol...

Summary: In this 116th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Giles Sutherland, Managing Director for Growth Markets at Carta. Carta is a provider of underlining payment infrastructure for various players in the market, including many well-known fintechs.  Episode Highlights:  ● 00:37 – Giles Sutherland...

Summary: In this 115th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews J. Gaston Siri, Chief Executive Officer at SideDrawer and Jamie R. Wolkove, Vice President Sales & Marketing at SideDrawer. SideDrawer is an app and platform based in Toronto, Ontario, Canada that allows you to store all the stuff in your life in on...

Summary: In this 114th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Neil Sheehan and Awaad Amir who both work in the roles of Research & Advisory at Celent. Celent is a consultant to large financial and Fortune 500 institutions that deals with how they can better adapt to technological challenges that they are facin...

Summary: In this 113th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zack Brown, Vice President of Sales at Dialogue in Montreal. Dialogue is a telehealth service that enables you to access healthcare right from your smart phone in a fast, user-friendly, and convenient manner. Zack Brown discusses how Dialogue began, how...

Summary: In this 112th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Natalie Sunderland, Chief Marketing Officer of Addepar, to talk about embracing risk, the benefits of technology, and the importance of advancing data reporting in wealth management.  Episode Highlights:  ● 01:03: – Addepar is a wealth managemen...

Summary: In this 111th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes J. Paul Haynes, President and COO of eSentire, to talk about evolving cybersecurity threats, the challenges of the mid-size market, and more.  Episode Highlights:  ● 00:58: – eSentire is disrupting the way cybersecurity is managed.  ● 03:28...

Summary: In this 110th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Ohad Samet, Co-founder and CEO of True Accord, to talk about leading with empathy even in debt collection, how True Accord’s debt collection model has impacted both creditors and debtors, and more. Episode Highlights: 00:37: – True Accord is a machine lea...

Summary: In this episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews returning guest Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten. This time around, instead of discussing Twenty Over Ten, Samantha has come to talk about Lead Pilot, which is Twenty Over Ten’s content marketing platform...

Summary: In this 108th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Daryl Hatton, Founder and CEO of Connection Point, to talk about Connection Point’s crowdfunding model, some major successes challenges the platform has faced, the psychology behind philanthropy, and more.  Episode Highlights:  ● 00:35: – Connec...

Summary: In this 107th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Garrett Viggers. Co-Founder at Limelight Health, a company that is working to digitize the entire experience of insurance applications from start to finish. Garrett Viggers talks about how Limelight Health got started, obstacles in getting the industry...

In this 106th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Filipe Castro, co-founder and CIO of Utrust, to talk about Utrust’s growth strategy, how blockchain payment technology competes with credit cards and other existing forms of payment, the future of payment tech, and more. Episode Highlights: 00:55: – Utrust is a pl...

Summary: In this 105th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Doug Dahmer, CEO of Better Money Choices, to talk about democratizing financial planning, having a long-term view of planning, and more.  Episode Highlights:  ● 00:32: – Better Money Choices is a financial platform that puts the power in the con...

Summary: In this 104th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Scott Hawksworth, Sales and Marketing Director at Soar Payments. Soar Payments is a company that focuses on providing payment solutions to higher risk businesses in the United States. Scott Hawksworth explains chargebacks, examples of high-risk business...

Summary: In this 103rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Tea Nicola, Co-founder and CEO of Wealthbar, and Pawel Brzeminski, Founder and CEO of Snap Projections, to talk about what led to their companies’ partnership, fintech’s rise and the financial planning industry’s move towards technology, and more.  E...

In this 102nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Yaron Ben-Zvi, founder of Haven Life, to talk about how he ended up in the life insurance industry, the problems he found once he got there, and how Haven Life aims to fix those problems. Episode Highlights: 00:36: – Haven Life is a service that rethinks how peopl...

Summary: In this 101st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Phillip Barrar, founder of the Mylo savings and investment app, to talk about banking differences in Canada versus the EU, banking regulations, and more.  Episode Highlights:  ● 00:33: – Mylo is an app that rounds up your purchases and invests t...

Summary: In this 100th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Michael Kitces of the Nerd’s Eye View blog, XYPN, and AdvicePay, to talk about product iteration, specialization within the field of financial planning and more.  Episode Highlights:  ● 01:40: – Michael ended up in financial services by accident...

Summary: In this 99th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes John Waldron, founder of Learnedly, to talk about how financial services firms handle ongoing education.  Episode Highlights:  ● 00:30: – John explains Learnedly as Lynda.com/LinkedIn Learning but for Canadian financial services professionals.&nb...