Posts tagged Fintech
Extend with Andrew Jamison | E393

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.

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Notes with Divine | E389

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.

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Nebo Wealth with Adam Scully-Power | E378

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.

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Exhibit A with Michael Batnick & Matt Cerminaro | E376

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.

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Altruist with Jason Wenk | E375

This week’s podcast features an insightful discussion between host Jason Pereira and Jason Wenk, CEO of Altruist, a fintech company that is streamlining the custodian experience. They explore the origin of Altruist, how it came to fruition due to the inefficiencies faced in the financial advisory and custody space, and their journey in making the platform user-friendly and technologically advanced. Wenk details the importance of design thinking and maintaining operational efficiency while revolutionizing the existing financial systems. The conversation ends with Jason Wenk's enthusiasm about the potential of AI and other innovations in improving client outcomes.

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Community Marketing with Torie Happe & Alison Susko | E374

In this episode of FinTech Impact, host Jason Pereira welcomes Alison Susko of Asset-Map and Torie Happe of Holistiplan to discuss the concept and importance of community-based marketing within the advisor technology sector. Alison and Torie share their backgrounds in financial services technology and how they developed successful community marketing strategies to promote their companies. They emphasize the value of building relationships, grassroots education, and collaboration within the industry. Their approach highlights the necessity of personal connections and proactive communication in achieving business success and driving innovation within the financial planning space.

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