In this episode of Fintech Impact, host Jason Pereira sits down with Joshua Summers, co-founder and CEO of Enfi. Enfi is an AI platform built to take the grind off lending teams—automating everything from document extraction and underwriting to portfolio monitoring and credit memo drafting.
Read MoreIn this episode of FinTech Impact, host Jason Pereira interviews Gene Farrell, CEO of Vanilla, an estate planning platform built to help advisors deepen multigenerational client relationships by creating, managing, and analyzing estate plans.
Read MoreHost Jason Pereira interviews Practifi founder/CEO Adrian Johnstone about how Practifi has evolved for a post-GenAI world, launching a second product, Sentir, alongside its existing Naya platform.
Read MoreIn this episode of FinTech Impact, Jason Pereira sits down with Dr. Toby Wade, CEO of DeepVest, to explore how wealth management firms can leverage AI without worrying about false information or incorrect math.
Read MoreIn this episode of FinTech Impact, Jason Pereira sits down with Cien Solon, founder of Launch Lemonade, to explore how domain experts can build custom AI tools without writing code.
Read MoreAI-driven workflow is the central theme of this episode, as Jason Pereira sits down with Boris Rankov, Head of AI for Wealth at InvestCloud.
Read MoreHost Jason Pereira interviews Bruno Teixeira, founder of Aegis AI Analytics, about helping mid-sized firms strategize and implement AI in workflows.
Read MoreHost Jason Pereira interviews Max Lane, CEO of Flourish, a wealth tech platform aiming to bring private bank-like banking and lending experiences to independent RIAs.
Read MoreIn 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.
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