On today’s episode, Jason is going to talk to cyber security expert, Evgeniy Kharam. They talk about general concerns around cybersecurity and best practices both for end-users and for the company supplying these services.
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On today’s episode, Jason is going to talk to Maya Pochiraju, VP of product at Payability. Today, Maya will talk about the challenges faced during covid by retailers and themselves in scaling to a giant shift to online business.
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On today’s episode, Jason is going to talk to David Reeve CEO of InvestorCOM. The company is a provider of regulatory compliance software and communications solutions for wealth managers, asset managers, and insurers in the financial services industry.
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On today’s episode, Jason is going to talk to Trevor Greenway Founder and CEO of InterVal. It is a dual-sided platform that is predicated on the democratization of valuation. The company believes that business owners and their key advisors deserve to have access to key metric and the leading indicators that are driving it at all times.
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On today’s episode, Jason is going to talk to Hans Zandhuis, President of Ally Lending (Acquired Health Credit Services) at Ally. Hans is working on the point-of-sale lending arm of Ally Financial and Ally Bank. The company has been around for four to six years. It started as a credit services court, but they were only lending in the medical environment; later, Ally wired us in October of 2019 and continued growing and standing.
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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.
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In 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.
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In 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.
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In 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.
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Today’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?”
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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.
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Host 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.
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Host 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.
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Host 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.
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In 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.
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Host 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.
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Host 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.
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Host 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.
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Host, 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.”
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