On today’s episode of the Fintech Impact, Jason is going to talk to Kison Patel, Co-founder, and CEO of M&A Science. M&A science produces a product called Deal Room, a platform for monitoring the entire life cycle of an M&A deal. M&A science is a company with multiple product lines covering education and technology for managing the M&A process focused around making M&A more of a collaborative people focus process.
Read MoreOn today’s episode, Jason is going to talk to Dave Connolly, co-founder, and CEO of Knudge. Knudge is an automated client communication and collaboration tool that ensures that financial planning and advice are done digitally and effectively.
Read MoreIn today’s episode, Jason is going to talk to Will Trout from Javelin Strategy and Research. He is the director of Digital Wealth Management. We brought him on the show to talk about some of the bigger trends in the wealth and assessment market and how they are potentially going to transform the industry in the next ten years from now on.
Read MoreIn today’s episode, Jason is going to talk to Jud Macrill, Co-Founder of Milemarker. Milemarker is a data solution company that helps financial services companies in an IaaS (Integration as a Service) specifically integrate data across many different platforms to get things talking to each other.
Read MoreJason talks to Sebastian Skwarek, co-founder of PreciseFP. PreciseFP was a guest way back on episode 26 in the summer of 2018 with Co-Founder Don Whalen. Don talked about their digital onboarding platform or digital data gathering platform for financial advisors.
Today is the 2021 year in review show because that is what we do at this time of year, and Jason brought back his colleague and occasional guest host, Guy Anderson, to interview him on the course of events and what happened in the past year.
Read MoreIn today’s episode, Jason is going to talk to James Rockwood, founder, and CEO of Capintel. Capintel is an investment analytics company that tells you how your performance looks and does all kinds of proposal building, automation, and team collaboration tools that reduce the heavy lifting and let us go back to focusing more time on what matters that’s the one on one time with our clients.
Read MoreIn today’s episode, Jason is going to talk to Deven Hurt. They are going to talk about the company Prediction strike of which Deven is the CEO and Co-Founder. Prediction Strike is a sports betting platform that treats athletes like stocks.
Read MoreIn today’s episode, Jason is going to talk to Steve Boms, executive director of the Financial Data and Technology Association, also known as FDATA. Steve explains, FDATA is a global trade association started in 2013 - 2014 in the UK. It was started at the request of the UK Treasury, who approached about six Fintech CEOs.
Read MoreToday’s episode is a recording of a brief intro that Jason gave to the recent Canadian advisor Tech Expo. It was the first financial advisor technology expo of its type in Canada, and that was put on by the Financial planning association Canada, for which Jason is the President.
Read MoreOn this episode of the Fintech Impact, Jason is going to talk to Gavin Spitzner, President of Wealth Consulting partners. Gavin is one of the more recognized fintech experts in the US that consults with significant players on the state of their advisor technology and its future development.
Read MoreIn today’s episode, Jason is going to talk to Kevin Levitt; he is the Director of Industry and Business Development for Financial Services for Nvidia. The company is one of the driving forces behind the technology powering artificial intelligence today.
Read MoreOn today’s episode, Jason is going to talk to Denelle Dixon, CEO and executive director of the Stellar Development Foundation. Stellar is one of those coins that has been around for a while and has some very interesting use cases.
Read MoreIn today's episode, Jason will talk to Brandon Chapman, founder of Advisor Flow. It is a tool that helps advisors learn more about their clients in on-boarding and acquire vital information to them faster and better.
Read MoreIn today's episode, Jason will talk to Tom Carpenter and Jason Chomik from the financial data exchange. The Financial Data Exchange is an organization that works towards unifying data flow across different financial platforms.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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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