Nexhelm AI with Brian Abatemarco | E418
AI-enabled workflow management.
Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, Outlook, and DocuSign—to execute complex tasks via simple prompts, ensuring advisors never "drop the ball" on client requests. The discussion covers the platform's ability to automate everything from onboarding to email filing, while touching on the broader challenges of scaling fintech and the vital role of CFP education in the AI era.
This episode is a must-listen for forward-thinking advisors and operations leaders who are tired of manual data entry and want to see how "agentic AI" can finally bridge the gap between their disconnected software tools.
Episode Highlights:
00:00 Welcome to FinTech Impact
00:19 Meet Nexhelm AI
00:44 Origin Story and Launch
01:42 Advisor Pain Point
02:40 Integrations and Onboarding
04:35 White Glove Workflows
05:38 Who Nexhelm Serves
08:25 Simple Task Automation
09:53 Complex Workflow Examples
12:54 Where This Is Heading
15:31 Moats and Competition
17:33 Build Versus Buy Reality
19:56 Workflow Focus and Differentiation
20:38 Rapid Fire Closing Questions
24:11 Wrap Up and Call to Action
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Brian Abatemarco’s LinkedIn