Host Jason Pereira talks to Kevin Lozer - Co-Founder of Holistiplan; it is a financial planning software that focuses specifically on tax planning. It generates a PDF version of your tax return and extracts all the verifiable information and actual data.
Read MoreHost Jason Pereira talks to Atif Saddiqi - Founder/CEO at Branch. It is a fintech that allows employees to access the money they earned before pay-check.
Read MoreHost Jason Pereira talks to Som Seif – CEO and Founder of Purpose Financial. In today’s episode, Som is going to give his unique perspective on the FinTech industry.
Read MoreHost Jason Pereira talks to Nick Catino, Head of Policy and Campaigns with Wise. It is a London-based financial technology company founded in January 2011 by Estonians Kristo Käärmann and Taavet Hinrikus. In today’s episode, Nick talks about consumer-facing products used by banks and businesses.
Read MoreIn today’s episode, Jason talks to Jon Cowley, founder of Whatifi. It is a visual financial planning software and tool that helps people think through various scenarios in different methodologies than people are accustomed to.
Read MoreHost Jason Pereira talks to Dennis Gada, Senior Vice President and Industry Head for Financial Service for Infosys. It is a global digital services company that offers end-to-end services to its clients from technology to business operations, consulting and helping them in the digital transformation journey, and helping them run in their existing business and technology operations.
Read MoreHost Jason Pereira talks to Andrew Chou, CEO, and Co-founder of Neo Financial. It is a technology company that is building a better financial experience for all Canadians.
Read MoreHost Jason Pereira talks to Michael Stroev. He is the COO and Head of Products for Nebeus. The company is an online platform that allows people to borrow, transfer and rent cryptocurrencies.
Read MoreHost, Jason Pereira, talks to Michael Lecours. He is the Co-Founder of fpPathfinder. It is a flow-charting tool for advisors so that they can make better and consistent decisions.
Host, Jason Pereira, talks to panelists gathered at the WP Wealthtech Summit. The topic of discussion was “How the wealth industry is adapting to technology and revolutionizing the future of advice.”
Read MoreIn this episode of ‘Fintech Impact’ podcast, host Jason Pereira talks to Brandon Rembe, the Chief Product Officer of Envestnet, which encompasses his role overseeing product for Envestnet | Yodlee, the data & analytics arm of Envestnet. Jason & Brandon talk about every aspect of investment and shares some great ways to make people’s financial life better.
Read MoreHost Jason Pereira talks to Shawn Yaeger, Vice President – Sales at Dataswift, a vanguard provider of infrastructure that delivers personal data access, storage, and portability. In this episode, Shawn talks about solutions and the issues around identity rights and access to those identities.
Read MoreIn this episode host, Jason Pereira talks to Gil Petersil. He talks about how editing and auditing your networks, both online and offline, have massive impacts on your business.
Read MoreIn this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.
Read MoreIn this episode, host Jason Pereira talks to Scott Plaskett. As a financial planner, he is in the business since 1993. As a financial planner, he was looking for systems and technologies that would support the need to run the practice.
Read MoreIn this episode host, Jason Pereira talks to Binna Kim founder of Vested. The company is an integrated agency of Fintech and Financial Services Firm. She jokes about her Jerry Maguire moment when she decided to quit and start her firm.
Read MoreIn this 169th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Adrien Treccani, Founder and CEO of Metaco, a company that enables traditional financial institutions to offer their clients blockchain solutions!
Read MoreIn this 168th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Dan DeMers, CEO and Cofounder of Cinchy, a next–generation data–management platform that utilizes data fabric with the end goal of data autonomy!
Read MoreIn this 167th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Arin Klug, Cofounder of Epilogue, an online will kit that helps people leave behind a legacy that does not bring their loved ones massive pain by enabling them to take control of their will!
Read MoreIn this 166th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Abraham Okusanya, CEO and Founder of Timeline. Timeline is an online platform that allows people to stress test the decumulation phase of their life and come up with a plan to deal with it!
Read More
