In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial intelligence. This dialogue explores how Lydia is set to revolutionize the way financial advisors interact with clients, making the advisory process more human through technology.
Read MoreIn this episode of Fintech Impact, Jason interviews Chris, the Managing Director of Taiko Advisor. Taiko Advisor, powered by its parent company Taiber Kosmala and Associates, leverages institutional research and technology to offer bespoke investment solutions through an OCIO (Outsourced Chief Investment Officer) model. The conversation delves into the establishment of Taiko, its value proposition for financial advisors, and the nuanced details of operating a tech-enabled OCIO in today's financial environment.
Read MoreIn this episode of Fintech Impact, Jason Pereira interviews Tom Rieman, CEO and founding partner of Practice Intel. Practice Intel is a platform that leverages a data-driven approach to aid advisors in understanding and expanding the organic growth of their businesses. Through detailed insights into their operational effectiveness and the impact of their advisory relationships, the platform aims to illuminate pathways for improvement and scaling. The conversation delves into the origins of Practice Intel, the role of data in refining advisory services, and how advisors can leverage these insights for substantial growth.
Read MoreIn this enlightening episode of Fintech Impact, host Jason Pereira welcomes Ryan VanGorder, CEO of Opto Investments, to delve into how Opto Investments revolutionizes private market investments through technology. Throughout their discussion, they explore the challenges of information fracturing in the private markets and how Opto aims to bridge that gap for the wealth management community.
Read MoreIn this episode of Fintech Impact, Jason interviews Gary Fooks, CEO and Co-Founder of 8Twelve Mortgages. They dive deep into how 8Twelve Mortgages is revolutionizing the mortgage broker industry by enhancing the collaboration experience among advisors, mortgage brokers, and consumers through digital reinvention. This discussion sheds light on the motivations behind the creation of 8Twelve Mortgages and how it's setting new standards for efficiency and customer satisfaction in the mortgage space.
Read MoreIn this episode of Fintech Impact, host Jason Pereira welcomes Jeff Coyle, CEO of Libretto, a platform designed to revolutionize financial planning by incorporating a comprehensive view of a client's total asset picture. They dive deep into how Libretto's innovative approach, which includes human capital and off-book assets, aims to meticulously craft financial plans that ensure more accurate, personalized, and future-proof financial strategies. Jeff shares insights into the methodology behind Libretto, its foundational principles, and the transformative impact it seeks to achieve in the wealth management landscape.
Read MoreIn this episode of Fintech Impact, host Jason Pereira welcomes Ritik Malhotra, Co-Founder and CEO of Savvy Wealth, to discuss the intricacies of their digital platform designed to empower financial advisors. They dive into the platform's capabilities, its origin story, and the pressing challenges it aims to solve in the financial advisory landscape, enhancing both the advisor's efficiency and the client experience.
Read MoreIn this episode of Fintech Impact, Jason Pereira welcomes back Corey Westphal, from Mobile Assistant. Having first appeared on the show in August 2019, Corey discusses the evolution of Mobile Assistant since his last interview, focusing on its adaptation for the future. Together, they delve into how Mobile Assistant has innovated dictation services for financial advisors, enhancing data accuracy and integration with client relationship management (CRM) systems.
Read MoreIn this episode of Fintech Impact, Jason Pereira interviews Ryan Eisenman, Co-founder and CEO of Arch, a revolutionary platform designed to streamline the handling of alternative investments for advisors and their back offices. Throughout the conversation, they delve deep into the challenges of managing investments in the private markets, how Arch addresses these issues by aggregating and digitizing investment data, and the broader implications for both investors and advisors.
Read MoreIn this episode of Fintech Impact, Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand identity efficiently and effectively, the tool promises to revolutionize the branding process for financial professionals. Through their discussion, Tina Powell sheds light on the significance of strong branding in the financial services industry, the innovative approach of Advisor Brand Builder, and offers invaluable insights into leveraging technology for branding.
Read MoreIn this episode of Fintech Impact, Jason Pereira welcomes Madalyn Armijo, Co-founder and COO of Dispatch, a revolutionary platform designed to seamlessly integrate multiple financial advisory systems. This discussion delves into the platform's inception, its mission to eliminate redundant data entry, and its broader impact on the financial advisory landscape. The conversation offers insightful perspectives on the future of fintech and the challenges of modernizing financial advisory services.
Read MoreIn this episode of Fintech Impact, Jason Pereira interviews Jonathan Faerman, founder of Investium, a revolutionary platform that facilitates co-investing in real estate by connecting like-minded individuals. They dive into the platform's origins, its functionalities, and the value it offers to its users, illustrating how technology is transforming the way we approach real estate investment.
Read MoreIn this episode of Fintech Impact, Jason Pereira interviews Emmanuel Daniel, the founder of TAB Global, to discuss his groundbreaking book "The Great Transition." This book explores the seismic shifts happening within the banking sector, propelled by the advent of digital technologies and open banking, reshaping the landscape for both consumers and financial institutions. Together, they unpack the essence of banking transformation and what it signifies for the future.
Read MoreJason talks to Rohit Agarwal, Co-CEO of SORA Finance. They delve into the revolutionary platform SORA Finance, which empowers advisors to effectively manage and discuss clients' debt and debt restructuring. The episode offers a deep dive into the functionalities, challenges, and the significant impact of SORA Finance in optimizing the liabilities side of clients' balance sheets.
Read MoreJason Pereira engages Whit Lanier, CEO and Co-founder of Amplify Reviews, in a conversation about how financial advisors can harness the power of online reviews to enhance their visibility and attract more clients. Lanier delves into the transformative SEC marketing rule changes and shares his insights on the impact of positive client testimonials in the financial industry, drawing parallels from his previous experiences in healthcare. This episode is a treasure trove for advisors seeking to leverage digital platforms for growth.
Read MoreIn this episode of Fintech Impact, host Jason Pereira speaks with Mark Gilbert, Co-founder and CEO of Zocks Communications. Zocks Communications introduces an artificial intelligence-driven meeting assistant designed specifically for financial advisors. Throughout the discussion, Gilbert delves into the origins of Zocks, its innovative approach to capturing and structuring meeting-based data, and the broader implications of AI in enhancing advisor-client interactions.
Read MoreIn this episode of Fintech Impact, host Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and implementing their estate plans seamlessly within one comprehensive system. The platform enables financial advisors to guide clients through the process of developing personalized estate plans, providing a streamlined and efficient solution for estate planning.
Read MoreIn this episode of Fintech Impact, host Jason Pereira interviews Nicholas Palahnuk, the founder and CEO of PhilanthPro Solutions. PhilanthPro is a platform designed to assist individuals in planning and managing charitable giving at scale. The conversation highlights the challenges in catering to diverse stakeholders and expresses a shared excitement for contributing to impactful philanthropy.
Read MoreIn this episode of Fintech Impact, host Jason Pereira interviews Dave Glaser, the CEO of Dwolla, a leading digital payment solution that empowers third parties to offer streamlined and unified payment processing services. Dwolla's innovative platform facilitates efficient and secure digital transactions, revolutionizing the way businesses handle payments.
Read MoreIn this episode of Fintech Impact, host Jason Pereira interviews Cameron Howe, CEO and Co-founder of Investipal. Originally designed for DIY investors, Investipal has evolved into a versatile online platform that also serves advisors, offering enhanced tools for portfolio research and management. The conversation emphasizes Investipal's commitment to financial literacy, particularly among younger generations, and the value of remaining a calculated, revenue-focused, and durable company despite being bootstrapped.
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