In this episode, CEO Rob Nance explains how Dispatch solves the industry's biggest operational headache by automatically syncing client data across CRMs, custodians, and financial planning software without requiring firms to replace their existing tech stack.
Read MoreIn this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos, to dive into an AI platform tackling the messy administrative gap of wealth management—from onboarding to daily servicing.
Read MoreHost Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online Social Security calculators often fall short.
Read MoreHost Jason Pereira sits down with Capgemini’s Charles Dally and Dominic Benson to break down the GENIUS Act, the landmark federal law establishing the first regulatory framework for U.S. stablecoins.
Read MoreHost Jason Pereira interviews repeat guest Parker Ence of Jump, which provides “trusted AI” for advisors and financial professionals.
Read MoreHost Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive data-engineering projects.
Read MoreHost Jason Pereira sits down with Daniel Lohrfink, CPO of wealth.com, to chart the company’s rise into a powerhouse estate planning platform for financial advisors.
Read MoreHost Jason Pereira interviews Jean-Philippe Daunais, Chief Product Officer at ClearEstate, a platform built to act like "TurboTax for closing an estate."
Read MoreHost Jason Pereira interviews Michael Barrasso, co-founder and CEO of WealthReach, about an AI platform designed to help financial advisors get found online.
Read MoreHost Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark 2021 SEC rule change.
Read MoreHost Jason Pereira interviews Thomas Clawson, co-founder of Slant, an AI-native CRM built from the ground up for financial advisors.
Read MoreHost Jason Pereira interviews Josh Rowat of Wise about the company’s mission to make international money movement faster and cheaper.
Read MoreHost Jason Pereira welcomes back Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem."
Read MoreHost Jason Pereira welcomes back Parham Nasseri, President of InvestorCOM, to discuss how firms are turning complex regulations into intuitive, digital workflows.
Read MoreHost Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital portal.
Read MoreHost Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app.
Read MoreCraig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management.
Read MoreHost Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets.
Read MoreHost Jason Pereira interviews Ximena Alemán, co-founder and CEO of Prometeo, about bridging the gap between global corporations and fragmented banking systems through a single, standardized API.
Read MoreHost Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science.
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