In today's 250th episode we have guest host, Guy Anderson to interview Jason Pereira. We brought him on the show to ask Jason what he has learned till now and where he is going from this point. There has been a couple of impressive technologies that have almost broken Jason's view of how things work. Financial planning software that was powered by artificial intelligence and made things super easy and what they showed Jason was better than what he had imagined.
Read MoreToday on the show we have Brooker Belcourt, founder of Covey. It is an online platform for new inspiring portfolio managers to earn credibility by sharing their best ideas online in order to establish a track record and hopefully establish a career input for the management.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Ari Brojde. He is the Founder and CEO of Estateably, a leading provider of digital solutions for the North American trust and estates industry. Ari talks about his personal ordeal that motivated him to launch Estateably, how it was initially a failure and how they overcame it to become a successful company in 2022.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Wilbur Swan, CEO of Catchlight. It is a company that uses artificial intelligence to help advisors basically find and close better leads. Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Shirin Oreizy. Founder and CEO of Next Step, an award-winning Behavioral Design Agency with offices in San Francisco, CA & Boston, MA. Next step is a company that advises FinTech on how to incorporate behavioral science into product development and marketing to be more effective.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Michael Butler, President & CEO Grasshopper Bank. The company began operations in 2019 and is a client-first digital bank serving small businesses, start-ups, and investors supporting them across the innovation economy.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Akshay Singh, Founder, and CEO of Indyfin; it is the investor experience platform that has redefined the way consumers find, research, review, and interact with financial advisors.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to David Whitcomb, VP of Product at MX. It is an aggregator of aggregators in that it provides technology companies and traditional finance companies with a way of accessing a common data format across multiple different data aggregation companies and kind of pulls into data from all includes above and spits it up. It's a silver simplification.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Shep Hickey, founder, and CEO of Bryzos. It is an online steel marketplace. Any kind of marketplaces are financial solution, and Shep incorporated Fintech solutions into the platform itself.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Tyrone Ross, CEO and Co-Founder of Turnqey Labs. The company is a new fintech that's looking to solve the problem of crypto reporting within traditional finance. With Turnqey Tyrone facilitated getting every other asset real-time performance reporting and one can also see it on a statement.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Ehsan Shariati, CEO and Co-Founder of Functionland. The company is the distributed storage platform that allows you to store data on the blockchain but utilizing your own dedicated hardware. Ehsan articulates the cost difference in AWS like what kind of savings people are looking from a usage standpoint and what level of revenue could someone be looking in a return on investment from a provider or storage standpoint?
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Hemant More CEO of Arcons Technology. Arcons technology is a suite of software targeting RA's and advisors in the US specifically helping them with various cloud solutions, online billing, CRM reporting, trading, and client portals.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Rebecca Wilde, Managing Director of StockSnips. StockSnips is an AI and natural language processing platform that harvests data to provide stock purchase and sale indicators, bringing artificial intelligence to the world of stock selection.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Rohit Mittal, CEO of Stilt. The company is an online lender that specifically targets immigrant and unreserved populations who have very specific challenges when trying to obtain debit and credit. Rohit shares how he solved the credit card problem and how does one figure out who to lend to?
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Robert Sofia, CEO of Snappy Kraken. The company is a well-known platform in the advisor community for helping advisors market their business through social media and other venues. Robert explains that they really try to get advisors out in front of the right audiences. They do that through advertising. They do that through SEO and any other channel that they have.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Kevin Victor - Vice President of Sales & Partnerships at Mako Financial Technologies. It is essentially SASS for wealth workflow automation. The company deals with digital onboarding, KYC refresh, any type of workflow activity that a wealth advisor would want to accomplish with their investor, and on the back end as well how they complete administrative activities and compliance.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Jeff Keltner, Senior Vice President of Business Development at Upstart. It is an online lender that utilizes artificial intelligence throughout various parts of the underwriting life cycle in order to issue policies as quickly and effectively and with a better risk profile than conventional.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Sam Kawtharani, VP of Product with Railz. The company collects data from different accounting systems, create a standardized file format, allows that information to be pushed into other products and vendors, and create unity around different accounting reporting systems.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Justin Fitzpatrick, Chief Innovation Officer of Income lab. It is an online platform that basically lets you do dynamic retirement planning, but essentially is an accumulation software that helps model out different scenarios that stress test and any number of interesting ways to model out what the decompilation scenarios look like for investors.
Read MoreOn today's episode of the Fintech Impact, Jason Pereira is going to talk to Mark Warnquist, CEO of InShare - an insurance tech that focuses on distributing protection solutions to the on-demand economy to lift the gig workers of the world. Mark talks about the early challenges that he had faced with the insurance companies.
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