In today’s episode, Jason is going to talk to Eric Fulwiler - Chief Marketing and Commercial Officer at 11 FS. It is a well-known consultant in the financial services space that specifically helps traditional financial institutions launched digital products.
Read MoreIn today’s show, Jason is going to talk to Vieje Piauwasdy, director of equity strategy for Secfi. It is an online platform that allows employees of private companies to monetize their options and cash out before waiting for an exit from the company.
Read MoreIn today’s episode, Jason Pereira talks to Peter Lord - CEO of Codat. It is a platform that is building next-generation products and services for SMEs with easy, real-time data connectivity to their financial software. The company is building smart solutions that save time, money and enhance the customer experience in a matter of hours.
Read MoreIn today’s episode, Jason Pereira talks to Dr. Stephen Taylor - Assistant Professor of Finance at New Jersey Institute of Technology. He has worked in the financial services industry at Bloomberg, MIT Lincoln Laboratory, Morgan Stanley, and Tudor Investment Corporation. In this podcast, they will discuss a couple of emerging trends, specifically in fintech and fintech education.
Read MoreToday’s episode is slightly different as Jason is not interviewing a Fintech but an artist - Krista Kim. She made global headlines as being the first artist to sell a virtual home via a non-fungible token (NFT). Krista Kim is a contemporary artist and founder of the Techism movement and a global ambassador for the Superworld and creator of the Mars House, and a talented artist. In today’s podcast, they will discuss “How technology is changing both the distribution and implementation of art?”
Read MoreHost 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.
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