On today’s episode of the Fintech Impact, Jason Pereira is going to talk to Bill Petruck, Founder and CEO of funding matters. Funding matters is a light fintech with a series of calculators and other tools that help not-for-profit charities. It helps generate donations more easily by showing people the actual tax implication of various donation schemes and options and helping kind of grease the wheels towards making that happen.
Read MoreOn today’s episode of the Fintech Impact, Jason Pereira is going to talk to Tim Rickards. He is the managing director of social and content strategy for Hearsay Systems. Hearsay is a social media and content management system that helps businesses market themselves better in today’s social and digital age.
Read MoreOn today’s episode of the Fintech Impact, Jason Pereira is going to talk to Art Harrison, Co-founder and Chief Growth Officer of Daylight. It helps companies automate their data processes and create greater efficiencies around things like onboarding, documented population etc. TurboTax is a solution that will guide you through the right questions just to make sure that you contextually are providing the right information.
Read MoreOn today’s episode of the Fintech Impact, Jason Pereira is going to talk to Sheldon Brow, founder of Pocket Finance; it is a platform for greater collaboration between clients and advisors giving them a personal financial management app on their phone that not only helps track their wealth but also educates them.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Sarah Morton, Chief Strategy Officer at MeetAmi. MeetAmi is a company working to bring digital assets to Canada’s traditional wealth management space. We have brought her to this show to discuss how she will help evolve the industry into the digital asset space.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Seth Ross, General Manager for Dayforce Wallet and Consumer Services at Ceridian. Ceridian is one of the powerhouses of payroll worldwide, and Dayforce Wallet is a payroll tide banking and pays as you earn the platform.
Read MoreToday in the show, we have Fidelma McGuirk, founder, and CEO of Payslip. Payslip is an Ireland-based payroll company that does work all around the world. She is on the show to discuss the challenges of working with multi jurisdictions and other complexities. Payslip is a technology company that provides a job apparel control platform to multinational companies, says Fidelma.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Daire Burke, head of Canada for Swoop Funding. Swoop Funding is an Irish-based company that works in multiple countries. It provides companies with access to a platform that aggregates lending solutions to meet their needs from various commercial blenders.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Lori Weir and Jeff Harvie. They are going to specifically talk about how they have helped advisors and firms deal with implementing new systems to help them better support themselves in this new regime CFR. Lorie started the company in 2015, and they set out to help investors feel more confident that they were invested in products that met their risk tolerance and financial goals.
On today’s episode of the Fintech Impact, Jason is going to talk to Louis Ratief, Co-founder and CEO of Hubly. Hubly is an advisor workflow automation tool that helps take information from CRM’s and create actionable and easy to develop and implement workflows for advisors. Hubly is a vertical SAS software that supercharges comprehensive financial advisory firms. The purpose is for your highly regulated professional services like financial advice, tax preparation, trust, good planning, investment management, etc.
Read MoreOn today's episode of the Fintech Impact, Jason is going to talk to Marc Pickren, Chief Executive Officer of The Americas for TurnKey Lender. A global financial technology Software as a Service Business (SaaS) that has created and deployed the world's most impactful embedded finance platform since 2011. The company enables any business anywhere in the world to finance their customers, and that provides tens of millions of global citizens and businesses the opportunity to start something new, purchase needed machinery, and/or to acquire items that improve their lives.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Dimitri Dadiomov, CEO of Modern Treasury. Modern Treasury is a payments architecture system that focuses explicitly on payments and payment automation. She talks about how they differentiate themselves and dominate payment automation within this space.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Mohamad Sawwaf, Co-founder and CEO of Manzil. Manzil is a Canadian-based Islamic banking and finance platform. Mohammed has appeared on another podcast, ‘Financial Planning For Canadian Business Owners’, to go over the fundamentals of Islamic finance and how they differ from traditional Western finance. But in today’s episode, he is going to talk about Islamic finance and how he is using Fintech as a platform for distributing Islamic finance in schools.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Steve Sanduski, Co-founder of ROL Advisor. ROL Advisor is an online platform that helps advisors or helps coach advisors through a process to help clients focus on return on life as opposed to returning on their investments.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Laurent Bensemana, President of Ndex Systems. Ndex systems is a portfolio management software providing clean or scrubbed data for the industry. Ndex is a custodial-based company established in 1999. Laurent’s original objective was to build the ideal assistant for the financial industry. They never saw a distinction between money managers for retail brokers, discounters, product manufacturers.
Read MoreOn 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.
