Posts in Fintech Impact
Surex with Matt Alston (COO) | E118
Surex with Matt Alston (COO) | E118

Summary:

In this 118th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matt Alston, COO & Co-Founder at Surex, an online digital insurance broker that caters to home, auto, and various forms of casualty, seeking to digitize the entire consumer experience. Matt Alston explains the origin of Surex, the solutions that it provides to its users, increasing automation to compete long-term, and providing intelligent distribution.

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Fintech ImpactJason PereiraInsurance
Securrency with Dan Doney (CEO) | E117
Securrency with Dan Doney (CEO) | E117

Summary:

In this 117th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dan Doney, CEO of Securrency, a blockchain-enabled tokenization platform that bakes compliance into the actual token. This enables the token to represent the actual asset and simultaneously has rules set around who can participate, what the issuance policies are, and what government regulations come into play.

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Fintech ImpactJason PereiraCryptocurrency
SideDrawer with Gaston Siri (CEO) & Jamie Wolkove (VPS) | E115
SideDrawer with Gaston Siri (CEO) & Jamie Wolkove (VPS) | E115

Summary:

In this 113th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews J. Gaston Siri, Chief Executive Officer at SideDrawer and Jamie R. Wolkove, Vice President Sales & Marketing at SideDrawer. SideDrawer is an app and platform based in Toronto, Ontario, Canada that allows you to store all the stuff in your life in one place, not just as pdf files, but with intelligence to drive action and support.

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Fintech ImpactJason PereiraFile Storage, Collaboration
Celent with Awaad Amir (Analyst) & Neil Sheehan (Analyst) | E114
Celent with Awaad Amir (Analyst) & Neil Sheehan (Analyst) | E114

Summary:

In this 114th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Neil Sheehan and Awaad Amir who both work in the roles of Research & Advisory at Celent. Celent is a consultant to large financial and Fortune 500 institutions that deals with how they can better adapt to technological challenges that they are facing. Awaad Amir and Neil Sheehan discuss the uses and developments of voice activation.

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Fintech ImpactJason PereiraVoice Response
Dialogue Health with Zack Brown (VPS) | E113
Dialogue Health with Zack Brown (VPS) | E113

Summary:

In this 113th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zack Brown, Vice President of Sales at Dialogue in Montreal. Dialogue is a telehealth service that enables you to access healthcare right from your smart phone in a fast, user-friendly, and convenient manner. Zack Brown discusses how Dialogue began, how they service their ideal customers, and the benefits of Dialogue.

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Fintech ImpactJason PereiraHealthcare
True Accord with Ohad Samet (CEO) | E110
True Accord with Ohad Samet (CEO) | E110

Summary:

In this 110th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Ohad Samet, Co-founder and CEO of True Accord, to talk about leading with empathy even in debt collection, how True Accord’s debt collection model has impacted both creditors and debtors, and more.

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Fintech ImpactJason PereiraCollections
Lead Pilot with Samantha Russell (CEO) | E109
Lead Pilot with Samantha Russell (CEO) | E109

Summary:

In this episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews returning guest Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten. This time around, instead of discussing Twenty Over Ten, Samantha has come to talk about Lead Pilot, which is Twenty Over Ten’s content marketing platform for financial advisors. Samantha also explains inbound marketing, why it is so effective, and how inbound marketing differs from short-form marketing.

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Fintech ImpactJason PereiraMarketing, Automation, inbound marketing
Limelight Health with Garrett Viggers (Co-Founder) | E107
Limelight Health with Garrett Viggers (Co-Founder) | E107

Summary:

In this 107th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Garrett Viggers. Co-Founder at Limelight Health, a company that is working to digitize the entire experience of insurance applications from start to finish. Garrett Viggers talks about how Limelight Health got started, obstacles in getting the industry to accept innovation, and not trying to be a one-stop solution for everything. 

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Fintech ImpactJason Pereirainsurance, Benefits
Soarpay with Scott Hawksworth (SMD) | E104
Soarpay with Scott Hawksworth (SMD) | E104

Summary:

In this 104th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Scott Hawksworth, Sales and Marketing Director at Soar Payments. Soar Payments is a company that focuses on providing payment solutions to higher risk businesses in the United States. Scott Hawkswork explains chargebacks, examples of high-risk businesses that banks tend to have trouble with, and the value that Soar Payments offers to its clients. 

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Fintech ImpactJason PereiraPayments