In this episode of FinTech Impact, host Jason Pereira interviews Andrew Jamison, co-founder and CEO of Extend. Extend is a platform that enhances traditional banking services by offering innovative payment processing and management tools specifically designed for emerging middle-market businesses.

In this episode of FinTech Impact, Jason Pereira interviews Daniel Alfi, CEO and co-founder of Fifr, a platform combining investing, financial wellness, personal money automation, and financial advice in one package.

In this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients.

In this episode of FinTech Impact, host Jason Pereira interviews Divine, the visionary behind Notes Technology, an innovative platform that empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge.

In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for financial advisors that covers front, middle, and back office functionalities.

In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. The discussion highlights the importance of viewing data both as an asset and a potential liability.

In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst.

In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors.

In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org

In this episode of FinTech Impact, host Jason Pereira interviews Era Jain, co-founder and CEO of Zeplyn.

In this episode of FinTech Impact, host Jason Pereira interviews Prashant Fuloria, CEO of Fundbox.

In this episode of FinTech Impact, host Jason Pereira interviews John Wise, CEO and Chair of Communify Fincentric.

In this episode of FinTech Impact, host Jason Pereira interviews Richard Walker, CEO of Quik! Forms. The discussion covers the origins of Quik!, the challenges of automating form processes, and how the company has evolved over the past 23 years.

In this episode of FinTech Impact, host Jason Pereira interviews Adam Scully-Power, Product Solutions Director at Nebo Wealth, a platform that helps financial advisors build personalized, goals-based portfolios. Adam explains how Nebo improves on traditional investment methods by using dynamic inputs, visual tools, and a forward-looking approach to better align with client goals.

In this episode of FinTech Impact, host Jason Pereira interviews Mark Netjes, EVP of Enterprise Sales and Solutions at Advyzon. Advyzon offers an all-in-one technology platform designed to help financial advisors manage their practices efficiently.

In this episode of FinTech Impact, host Jason Pereira interviews Matt Cerminaro, Chief Product Officer, and Michael Batnick, CEO of Exhibit A. Exhibit A is a charting and visualization tool for financial advisors that originated from the Riol Wealth Management team. This custom-branded platform simplifies complex data into clean, daily-updated visuals, making it easier for advisors to communicate with clients. Matt and Michael discuss the platform's origin, its development challenges, the importance of simplicity in financial charts, and their plans for ongoing innovation. The duo shares their commitment to improving client communications and their proactive approach in updating and improving their tool based on user feedback. Early feedback has been positive, highlighting the tool’s value in replacing or complementing the need for an in-house analyst.