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Host Jason Pereira interviews Dave Faulkner, CEO of Razorplan. The two discuss RazorPlan’s easy but comprehensive financial planning system, and Faulkner provides details about its background, development, and benefits. The two also share ideas on the future of financial planning.
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Host Jason Pereira interviews the leadership team of Four Eyes Financial, a data discovery tool used by brokers and dealers to help gather information and transform their businesses from transaction based to relationship based. The group discusses their integrative approach, dynamic tools, customization, and future plans in the industry.
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Host Jason Pereira interviews Jonathan Kestle, an Advisor with Casades Financial Solutions Inc. which is a company specifically focused on financial accumulation and retirement income calculation. Kestle explains why the Cascades’ software has been and will be extremely helpful for the retiring population.
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Ian Crosby, co-founder and CEO of Bench Accounting gives an overview of his accounting company and how it takes care of its customers. Bench helps entrepreneurs with their bookkeeping needs by making it simple, affordable, and easy. Crosby discusses the innovative approach of Bench, gives advice to entrepreneurs, and talks about wanting to help people with their accounting needs.
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Jason Pereira, award-winning financial planner, university lecturer, and writer, speaks with Clark Richey, CTO of FactGem, about the recent strides in connecting “big” data and the challenges associated with it.
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Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Mauricio Di Bartolomeo, CEO of Ledn, about how he is changing the financial landscape with bitcoin. Ledn is accepting bitcoin as an asset and uses it to create an even lending playing field.
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Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Stephanie Holmes Winton, Founder and CEO of CacheFlo. CacheFlo is a fintech company focused on giving advisors and clients what they need to manage their cash flows. Built off of psychological proof and Stephanie’s experience helping people manage money, CacheFlo is a real-world approach to helping people change their habits with money and manage their spend holistically.
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Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Shiran Weitzman, CEO of Shield FC. Shield FC is a data aggregation platform that is enabling faster communication with clients and faster flagging of compliance issues.
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Jason Pereira, award-winning financial planner, university lecturer, writer, explores a royalty lending model with Sam Kawtharani, CEO of Corl. Corl is a company targeting the lending space with a new royalty model. They look for cash-heavy, asset-light companies to invest in with their model. On top of lending, Corl is moving the needle in business analytics and Security Token trading.
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Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Daniel Eberhard, CEO of KOHO. KOHO is a company that develops tech solutions to make the financial sphere more user friendly.
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Jason Pereira, award-winning financial planner, university lecturer, writer, speaks about the future of finance. As he celebrates the 50th episode of this podcast, Guest Host Guy Anderson talks to Jason about the six key technologies that will alter the future of finance. Tune in to see where 2019 will take finance.
Jason Pereira, award-winning financial planner, university lecturer, writer, speaks at the Toronto Area Accountants Network Conference: Fintech, and How it is Revolutionizing our Relationship with Money. Jason highlights a variety of different technologies that are changing the way we do business and making many heavy-lifting tasks obsolete. For a taste of the financial future, don’t miss this episode.
Read MoreSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Alan Moore, Founder and CEO of Advice Pay. Alan has enabled payment solutions for fee only financial planners. Alan’s mission is to give value-adding advice for next gen clients. Alan is changing the face of advising and molding it into an industry that helps rather than deceives.
Read MoreSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Kyle Kemper, Author. The two discuss crypto and the future of blockchain.
Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Andrei Poliakov, CEO of Coinberry. Coinberry is breaking the barriers to enter the cryptocurrency market. They offer the best rate and no fees which encourages people to dabble in crypto. Andrei shares what life is like inside of a start-up and the challenges he faces in this groundbreaking agency.
Read MoreDuring the 45th episode of the Fintech Impact podcast, Jason Pereira sits with Daniel Faggella, CEO of Emerj. Daniel well known consultant in the Artificial Intelligence space and shares his thoughts current and future implementations of AI in the financial industry.
Read MoreDuring the 43rd episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Dan Rosen, Co-founder and CEO of D1g1t. They discuss how D1g1t is improving the digital wealth managment side of advising. D1g1t is creating a tool that streamlines and desegments financial advising. The impact is huge.
Read MoreDuring the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in giving the best support to their clients and allows the information to be presented in an organized, actionable way. Melissa and Jason discuss the intricacies of settling an estate and how Quick Estate eases the settlement process.
Read MoreDuring the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in giving the best support to their clients and allows the information to be presented in an organized, actionable way. Melissa and Jason discuss the intricacies of settling an estate and how Quick Estate eases the settlement process.
Read MoreDuring the 41st episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes George Bordianu, Co-Founder of Balance. Balance is a cryptocurrency solution that allows people to invest and diversify their assets. Balance offers customers simplicity and ease while navigating the cryptocurrency. Jason and George delve into the intricacies of cryptocurrency and how Balance solves customer pain points.
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