In this 10th episode of the Fintech Impact podcast, Jason Pereira interviews Aly Dhalla, the CEO and Founder of Finaeo, a platform to help independent advisors make their job easier with digital toolkits connected to a back office to work through their front office needs—from prospect to policy in one workflow. Aly shares what Finaeo’s goals are, who their core audience is, and their technological prospective to financial planning.
Read MoreIn this 9th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Rona Birenbaum, a Toronto-based financial planner, and the CEO of Viviplan, a Canadian Robo planner that uses technology to more effectively provide financial planning to clients and a better price point. They chat about how Rona came to create Viviplan, what it aims to do for financial planning, and how it is growing.
Read MoreDuring the 8th episode, Jason Pereira, interviews a colleague of his by the name of Zaheer Merali. Zaheer is an entrepreneur, investor, and consultant to several start-ups and has worked with many technology companies. Jason talks with Zaheer about the past and present evolution of financial planning solutions.
Read MoreIn this 7th episode of the Fintech Impact podcast, Jason Pereira, interviews Yon Perullo, the CEO of RiXtrema, a US-based fintech that specializes in helping financial advisors build their practice and assist with the fiduciary responsibilities that they face in their practice.
Read MoreIn this 6th episode of the Fintech Impact podcast, Jason Pereira interviews Shawn Brayman, the CEO of PlanPlus, a multi jurisidcional financial planning software. Jason and Shawn discuss how PlanPlus has grown, their focus on research, and how to evolve financial planning services ethically for their customers.
Read MoreIn the 5th episode of the Fintech Impact podcast, Jason Pereirainterviews Cato Pastoll, the Co-Founder and CEO of Lending Loop – an alternative lending source. Lending Loop mixes crowdsourcing along with artificial intelligence.
Read MoreIn the 4th episode of the Fintech Impact podcast, where Jason Pereira interviews the CEO and Co-founder of Onist Technologies – Brad Kotansky. Onist Technologies is an online platform that allows users to aggregate all of their financial data and to be able to work with multiple professionals.
Read MoreIn the 3rd episode of Fintech Impact, Jason Pereira, hosts interviews Paul Resnik, Co-founder, and Director at FinaMetrica. As a risk assessment company, FinaMetrica provides tools for financial advisors to figure out the risk tolerance of their clients. Paul Resnik shares his history in the industry, the uphill battles that FinaMetrica has faced, and what it will take to turn financial advising into more of a science than an art.
Read MoreIn this second episode, Jason Pereira interviews Kevin Kliman, CEO, and Founder of Humi – an HR, benefits, and payroll software company.
Read MoreIn the very first episode of the Fintech Impact podcast, Jason interviews David Nugent, the CIO and Co-Founder of Wealthsimple, a robo advisoroperating in Canada, the US, and the UK.
Read More
