In this episode of Fintech Impact, host Jason welcomes back repeat guest Trevor Greenway, the founder of interVal. Trevor discusses how interVal's software platform assists financial advisors, accountants, and other professionals in valuing businesses. The platform provides estimates of business value, guides clients in the right direction, and helps them optimize their largest asset.
Read MoreOn this episode of Fintech Impact, Jason talks to Jud Mackrill, co-founder of Milemarker & Mammoth, who has been on the show before. The discussion centers around the challenges related to data and data management in the industry. For the past 15 years, many conferences have complained about the quality of data, its location, and how it's often siloed. Jud is working on a solution to address these issues.
Read MoreIn this episode of Fintech Impact, Jason Pereira talks to Philipp Hecker, CEO of Bento Engine. It is a cutting-edge content and conversation system designed for financial advisors. The system's primary goal is to assist financial advisors in cultivating stronger client relationships and expanding their businesses.
Read MoreJason talks to Jacob McGraw from Sikka.ai, a fintech company specializing in API platform services for dental support organizations (DSOs). DSOs are large firms that operate numerous dental practices. Jacob discusses Sikka.ai’s innovative underwriting methodology for insurance companies and explains the company's value proposition.
Read MoreOn this episode of Fintech Impact, Jason talks to Jay Goodis, the CEO of Tax Template Sync, a software designed to help advisors in Canada assess different tax scenarios for their clients. The software allows users to analyze current tax situations, run test scenarios, and optimize tax strategies.
Read MoreIn this podcast episode, Jason talks to Derek Notman, the founder and CEO of Couplr. It is a fintech company that provides a platform for people to find the right financial advisor for their needs. Jason mentions that he often gets pitched similar ideas, but he finds Derek's approach unique and effective. Derek explains that Couplr is focused on fixing lead generation in the financial advisory industry. He highlights that lead generation has been a personal frustration for him, and Couplr aims to address this issue.
Read MoreJason Pereira talks to Rishi Khanna, CEO of StockTwits. It is a social media platform for the retail investing and trading community, known for inventing the cash tag. Rishi talks about his vision involving horizontal expansion to become a global platform and vertical expansion into diverse asset classes, while leveraging the culture of money and markets and the significance of live interactions.
Read MoreOn this episode, host Jason Pereira talks to Brigit Carroll, the policy lead for the Americas at Wise. Wise is a company that has previously appeared on the show. Jason has invited Bridget to discuss the progress or lack thereof regarding open banking in North America. They discuss various topics related to cross-border payments, banking apps, and the challenges faced by the industry. Bridget emphasizes the need for transparency in pricing and reducing the cost of remittances. They also talk about the evolving narrative of fintech disruptors and the importance of collaboration within the payment ecosystem.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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.
Read MoreOn 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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