On today's episode of Fintech Impact, Jason is going to talk to Sharon Bauer, founder of Bamboo Data consulting. It is a niche privacy and security consulting firm that basically helps companies figure out how to foster trust and responsibly profit off the use of their data. Sharon's purpose is to empower businesses to make better decisions that will build sustainable privacy and security programs so that they can instil confidence in their customers, partners, and investors.
Read MoreIn today's episode of Fintech Impact, Jason is going to talk to Reese Harper, CEO of Elements. It is a financial planning company focused on delivering deep, meaningful conversations between clients and advisors, but specifically focused on the key things that they need to focus on in order to be effective in their financial planning journey.
Read MoreIn today's episode of Fintech Impact, Jason is going to talk to Richard Vinhais CEO of WAX. It is a platform for ensuring collectible items of high value and making sure that if anything goes wrong with your treasured collectible or sentimental value object that basically you are protected. In addition, they have helped people with custody and leverage of these assets with that.
Read MoreOn today's episode of Fintech Impact, Jason is going to talk to Brad Joudrie and Ken Lotocki. Brad is the Chief Revenue Officer of Conquest, and Ken Lotocki, Chief Product. Today they are going to talk about the changes, growth and challenges that have occurred in the past 2.5 years.
Read MoreIn today's episode of Fintech Impact, Jason is going to talk to Dave Carr-Pries, Vice President – consulting services at InvestorCom. Today they are going to talk about how the implementation of CFR and Reg BI has basically panned out in the last year and where the successes and challenges are?
Read MoreIn today's episode of Fintech Impact, Jason is going to talk to Adrian Johnstone, Co-founder, and President of Practifi. Practifi is an advisor centric CRM that was developed on the Salesforce platform but is not Salesforce itself and has made a name for itself in terms of leveraging the advantage to build better automation workflows and tools for advisors.
Read MoreOn today's episode of the Fintech impact, Jason is going to talk to Don Scott, CEO of Frank Mortgage. It is a new company looking to take the bias out of shopping for a mortgage and make sure that consumers get the best rate possible. Don talks about the surprising piece of feedback that he has received post launching Frank Mortgage.
Read MoreOn today's episode of the Fintech impact, Jason is going to talk to Professor Ben Charoenwong, an Assistant Professor in Finance at the National University of Singapore. Today Ben is going to talk about some research he has done specifically in the RegTech field. Ben explains how dealer broker firms would not have wanted to invest in all these technologies on their own, it's the fact that there are some regulations that kind of forced them to get software.
Read MoreOn today's episode of the Fintech impact, Jason is going to talk to Will Robinson, CEO of Encapture. The company brings machine learning to banks and lenders to help them understand what is going on with their data and make better decisions. Anywhere anyone signed, any place someone showing up and having to fill out paperwork or submit supporting documents to do something at a bank is where Encapture can get involved.
Read MoreOn today's episode of the Fintech impact, Jason is going to talk to James Tait, CEO of Underwrite Me. It is a platform that allows insurance advisors to quote and handle the entire application that underwriting cycle through one unified platform and does so in 11 countries around the world. James explains how the platform allows each insurer to configure their rules and consistently with their philosophy without asking different questions or without having to agree to exactly the same philosophy.
Read MoreIn today's episode of the Fintech impact, Jason is going to talk to Nicholas Bernardo, Founder & CEO of OnBord; a simple, secure tool with automated compliance features that will save you time and money while onboarding new clients. OnBord is built to streamline the new client experience for not only the advisors but also their clients.
Read MoreIn today's episode of the Fintech impact, Jason is going to talk to Justin Adler, co-founder of NorthOne. It is an online Business Account with built-in features to make business banking fast and easy. Justin helps people with this entire profit for a system, they put people in envelopes or supplements, but nevertheless it's basically splitting up by dollars or percentages and making sure that when the taxman comes calling the money sitting there when payroll comes, it's done which is fantastic.
Read MoreIn today's episode of the Fintech impact, Jason is going to talk to Santiago Burridge, executive chairman of Lumiant. It is a platform that helps advisors discover what really matters to their clients and helps them have more deep and meaningful conversations and guides them along the way to a deeper and more meaningful and prosperous engagement.
Read MoreOn today's episode of the Fintech impact, Jason is going to talk to Guy Anderson. They are going to have a conversation about what happened in these past years of 51 episodes other than this one. As per Jason When it came to technology innovation, it was the bigger issues that were looked at first, but now we are looking at the smaller problems.
Read MoreOn today's episode of Fintech Impact we have Yasser Abou-Nasr, Senior Vice President of product at Dwolla. The company is a payment infrastructure company specifically specializing in account-to-account transfers.
Read MoreIn today's episode of the Fintech impact, Jason is going to talk to Mark Higgins, Chief Analytics Officer and Co-Founder of Beacon. It is a company that provides cloud solutions to financial institutions to run their data and analytics and a number of other interesting and high-level things.
Read MoreIn today's episode of the Fintech Impact, we have Andrew Kirkland, President, and Co-Founder of Justwealth. The company is a Canadian based Robo advisor that deals directly with consumers but also collaborates with financial advisors.
Read MoreIn today's episode of the Fintech Impact, we have Greg Leroux, founder of Retirement Optimizer. It is a Canadian software that optimizes your retirement specifically around strategies on drawing down your assets over time to ensure that you successfully make it to the finish line.
Read MoreIn today's episode of Fintech Impact, we have Marcilio Oliveira, Co-Founder of Sensedia. It is a platform that provides API access through microservices for different financial institutions around the world, basically connecting them seamlessly. They are helping the enterprise companies around the world to become more connected, open and digital using the modern integration platform and API.
Read MoreToday on the show we have Timothy Nuy, Founder and Co-CEO of Finclusion. The company is an African based neobank that is basically tackling a lot of the structural issues in banking in Africa in a digital way. With Finclusion Timothy is trying to build neobank for Africans that offers basic financial services starting with credit because they think credit is the hardest thing to get and yet the most needed in the current ecosystem.
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