On this episode of Fintech Impact, host Jason Pereira talks to Giuseppe Stuto, co-founder and managing partner of 186 Ventures. It is a venture capital firm founded by former high-growth tech executives themselves. They have been there, and they know how to advise people who are going through that same journey. Giuseppe explains that their criteria for investing in a company involve evaluating founder market fit, the competence and unique positioning of the founders, their understanding of the problem, and their passion and motivations for building the business.

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On today's Fintech Impact episode, Jason will talk to Jennifer Thomas, Director of Business development for XLR8. It is a well-known financial advisor CRM tool that is built over top of the Salesforce Platform. XLR8 is an overlay or custom version of Salesforce. Jennifer explains that they use all the power and strength and a wonderful thing that Salesforce offers, and then they came out-of-the-box with a fully customized version specific to the finance sector. 

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On today's Fintech Impact episode, Jason will talk to Daniel Cronin, CEO and Co-Founder of Integrated Finance. It is a platform that helps Fintech's launch with their payment systems all ready to go. 

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On today's Fintech Impact episode, Jason will talk to Ashley Aydin, principal at Vamos Ventures. It is a venture capital firm that not only makes investments in various areas, including fintech but has taken a keen eye toward increasing diversity within their founder.

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On today's episode of Fintech Impact, Jason is going to talk to Ryan George, CMO of Docupace. It is a platform for paperless tools basically designed to automate your back office or the financial advisors back office that, eliminate a lot of the heavy lifting and pain that we go through daily.

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On today's episode, Jason Pereira is going to talk to Alan Gurung, CEO of SIFA. It is an artificial intelligence-powered platform for financial advisors to leverage their data, be more efficient, and garner insights from that data.

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On today's episode, Jason Pereira is going to talk to Matt Lister, CEO of CloudAdvisors. It is a company in the group benefits space, and one of the unique things they have done is they have built a benchmarking system that helps inform business owners as to basically how their plans stack up against competitors in the same space and helps advise around best practices and design. Service is free for employers. Paid by advisors and providers.

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On today's episode of Fintech Impact, Jason is going to talk to Alex Murguia and Wade Pfau, cofounders of Risa. It is an online questionnaire and tool for helping determine what an individual's retirement styles are like and specifically helping advisors steer them toward the type of retirement solutions that help ensure that they both succeed, but also that they are comfortable and their preferences on how they wish to retire or how they wish their income to be general in retirement come about.

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On today's episode of Fintech Impact, Jason is going to talk to Christine Brunsden, CEO of Benefits2, a web-based application designed to help people and medical practitioners identify disabilities that qualify for the Disability Tax Credit. It also assists them by saving time and money while increasing the rate of success when applying for the Disability Tax Credit.

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On today's episode of Fintech Impact, Jason is going to talk to Mounir Felloula, CEO and Co-Founder of Puulse. It is a challenger bank, that has specifically partnered with the company's HR departments to help enable their employees to have a positive banking experience from the moment they get paid.

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On today's episode of Fintech Impact, Jason is going to talk to Kelly Waltrich, CEO of intentionally, a well-known marketing firm within the advisor and fintech space that helps companies market themselves effectively and get results.

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On today's episode of Fintech Impact, Jason is going to talk to Jose Luis Salas Calcáneo, Sales Manager at Checkbook.io. It is an online platform for not just processing payments and pushing money to where you need to be but doing it in every method from digital to the old-school methodology of SNL.

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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.

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In 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. 

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In 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.

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On 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. 

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In 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? 

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In 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.

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On 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. 

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On 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.

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