In this 20th episode of the Fintech Impact podcast, Jason Pereira is actually the one getting interviewed this time by his colleague, financial advisor Guy Anderson. The goal will be to identify and define the acronyms, nomenclature, and tech speak that is typically used in Fintech Impact, and in the industry at large. Consider this Fintech 101.
Read MoreThis is the 19th episode of the Fintech Impact podcast, and Jason Pereira interviews Eric Arnold, the Chief Executive Officer at Planswell, an online financial planning software platform that is really targeted at individual consumers, helping customers implement their financial self-planning. Eric shares how Planswell was started, its capabilities, and ways in which it continues to expand.
Read MoreThis is the 18th episode of the Fintech Impact podcast, and Jason Pereira interviews Anthony Stich, the Chief Operating Officer of Advicent, the largest provider of financial software in the world. Anthony shares information reguarding Advicent’s product line which includes NaviPlan, the power of their advancements and influence, and the ways in which they are able to service their clients.
Read MoreThis 17th episode of Fintech Impact, Jason Pereira interviews Yves-Gabriel Leboeuf, Founder and CEO at Flinks, a Canadian-based data aggregation software company that pulls data from various financial institutions, allowing third parties to use that data. Over the course of the discussion, Yves-Gabriel Leboeuf explains how Flinks began, what products they are offering, and how the data aggregation world is taking shape.
Read MoreThis is the 16th episode of the Fintech Impact podcast, and Jason Pereira interviews Peter Demangos, the Co-Founder of Collage, a human resources benefits technology platform that works in tandem with broker partners. Peter explains how Collage was created, the ways in which it is pushing technology in the financial advisement and human resources spaces, forward, and the ways they plan to scale.
Read MoreDuring the 15th episode of Fintech Impact, Jason Pereira interviews Pauline Shum Nolan, the Co-Founder and CEO of Wealthscope, an online tool for accessing portfolios. Pauline shares the creation and opportunities available with Wealthscope, which digs beyond performance, into various parameters like factor-based investing, fees, and long-term projections of income.
Read MoreDuring the 14th episode of Fintech Impact, Jason Pereira, interviewsPaolo Sironi, Fintech thought leader and author who currently works at IBM Watson Financial Services at the IBM Industry Academy. Paolo shares information that he has gained about our relationship with money, how it is changing, and the ways in which Fintech plays a role in that relationship.
Read MoreDuring the 13th episode of Fintech Impact, Jason Pereira interviews David Katz, the Executive Vice President of Benecaid, a traditional health benefits platform where he runs a separate division called Honeybee their digital platform for their delivery of benefit solutions for advisors, underwriters, lawyers, and end-to-end users. David shares his journey to the creating of Honeybee, how it has progressed, and the industry problems that it is addressing.
Read MoreDuring the 12th episode of Fintech Impact, Jason Pereira interviews Pawel Brzeminski, the founder, and CEO of Snap Projections, a new and exciting Canadian software solution to assist financial planners. They discuss the scope of Snap Projections, as well as tools and challenges facing the Canadian market.
Read MoreThis is the 11th episode of the Fintech Impact podcast, and Jason Pereira interviews Clayton Feick, the Vice President of Sales and Business Development at Quandl, a big data company in the financial space that sells data points to vendors. Forbes has names Quandl one of the top 50 Fintech companies to watch. Clayton shares information about what separates Quandl from their competitors, how they are providing value in the fintech space, and what exactly alternative data is.
Read MoreIn 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.
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