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.
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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.
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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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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.
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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.
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In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst.
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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.
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In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org
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In this episode of FinTech Impact, host Jason Pereira interviews Era Jain, co-founder and CEO of Zeplyn.
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In this episode of FinTech Impact, host Jason Pereira interviews Prashant Fuloria, CEO of Fundbox.
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In this episode of FinTech Impact, host Jason Pereira interviews John Wise, CEO and Chair of Communify Fincentric.
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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.
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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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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.
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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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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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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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In this episode of FinTech Impact, host Jason Pereira interviews Rodney Williams, co-founder and president of Solo Funds. The platform offers an innovative approach to peer-to-peer lending, targeting issues with payday loans and credit cards by creating a mutually beneficial system for those in need of capital. They discuss the origin of Solo Funds, the transparent and borrower-driven structure, and the community-centered approach that sets Solo apart. Rodney also shares success stories and highlights the challenges and advantages of building an impactful financial service. Don't miss this insightful conversation on reshaping the lending landscape.
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In this episode of Fintech Impact, Jason Pereira interviews Jimmy Gill from Versoft Consulting about the intricacies of investment technology and data migrations. The conversation explores the challenges of integrating various investment technologies, outlining how Versoft Consulting assists in streamlining technology stacks for financial advisors. They delve into the complexities of data migration between portfolio management systems, highlighting the diverse issues encountered during such transitions and offering insights into best practices for successful conversions. The episode wraps up with discussions on how comprehensive solutions and problem-solving approaches can significantly alleviate operational inefficiencies within the finance industry.
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In this episode of Fintech Impact, Jason Pereira interviews Arnulf Hsu, CEO and Co-founder of GReminders. Arnold discusses the company's journey from being a client notification system to becoming an AI powered end-to-end meeting management platform tailored for financial advisors. The conversation dives into how GReminders focuses on automating the entire client meeting lifecycle through AI and intricate integrations with CRM systems. Arnold also highlights the significant time savings GReminders offers financial advisors and shares insights into the company's client-focused approach to software development and enhancements.
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