Summary:
In this 77th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Preet Banerjee, Founder of MoneyGaps, a platform that helps advisors provide financial planning advice and quantify it for their clients. Preet shares his desire to serve more income bracket levels, how MoneyGaps operates and the benefits of the service.
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In this 76th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jad Chehlawi, CEO of Systelos. Systelos is a platform for improving advisor and client communication and collaboration as well as providing intuitive feedback to improve client development and experience. Jad explains the objectives and benefits of Systelos, how the fear of change affects the industry, and how financial advising can improve.
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In this 75th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jill Earthy, Head of Female Funders, powered by Highline BETA. Female Funders is an organization that helps coach and educate women on making private investments in venture capital start-ups and venture capital deals. Jill shares what inspired the organizations, the strides and impact it is making, and goals that it has to make in the playing field of investments more equitable for women.
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In this 74th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews the team behind Owl.co, Sean Merat the CEO, Sohrab Merat the CPO, and Vahid Mirjalili the COO. Owl.co is a company that has created a solution to assist major financial institutions with their AML, KYC, onboarding, and fraud protection. Sean, Sohrab, and Vahid all elaborate on successful ways Owl.co has serviced clients in its short existence, how they work within compliance, privacy issues, and regulations, and how Owl.co can help tackle fraud issues.
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In this 73rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ron Carson, Founder and CEO of Carson Wealth, Carson Group, Carson Coaching, and Carson Partners, all based in the Greater Omaha Area. Ron Carson shares his accumulated wisdom as a well-known advisor, entrepreneur, thought-leader, and a New York Times Best-selling author in the financial planning space. Learn about the immense values adds that Carson offers, as well as the ways they are able to measure client behavior and financial planning.
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In this 72nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host continues the previous discussion from episode 71 with returning guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. The financial innovations of technology behemoths Amazon, IBM, and Alibaba are the core focus of this talk.
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In this 71st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a discussion with previous guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. Their talk revolves around how large technology businesses in non-financial spaces are venturing into both fintech and healthcare at the same time. Some of the companies that are mentioned include: Apple, Google, Amazon, and Microsoft among others.
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In this 70th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Om Suthar, Founder of SQRL. SQRL is a company that combines fitness tracking, behavioural finance, and insurance into one product that services and encourages workplace wellness. During the course of the discussion, Om Suthar offers information about how vital wellness is from a productivity and insurance level and how SQRL is impacting within their unique convergence of these spaces.
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In this 69th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Samantha Russell, Chief Marketing and Business Development Officer at Twenty Over Ten. Twenty Over Ten is a company that assists advisors with marketing and consulting for their business, along with intuitive websites that are easy to manage with a compliance backend. Samantha shares how Twenty Over Ten was started, the marketing problems that they provide their client's solutions to, and the common reasons why many advisors either succeed or fail at digital marketing.
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In this 68th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ron Finberg, Product Specialist at Cappitech. Cappitech is a company that assists international financial companies that deal with reporting complex issues stemming from global regulations. Learn what Cappitech is capable of doing during this discussion with Ron Fineberg.
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In this 67th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Michael Curtis, President of Vision Systems. Vision Systems is a Canadian-based financial software corporation that is capable of performing full and comprehensive financial planning for individuals, businesses, and trusts. Jason and Michael’s discussion covers what Vision Systems is capable of handling, the difference between dynamic and static planning, and how the software is able to mold to the client.
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In this 66th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a review of his experience at the Salesforce World Tour Conference in Toronto along with his colleague Alex Martin, a financial advisor with IPC Securities, Vice President at Craig & Taylor Associates, and a Founding Partner with Jason Pereira at Finally Technology.
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In this 65th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Adam Holt, the CEO of Asset-Map. Asset-Map is a powerful online visualization tool that helps financial advisors, as well as clients, get aligned with each other. Adam shares the road that brought him into creating this service, how Asset-Map provides tangible value, and what changes Adam believes need to take place to improve the industry.
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In this 64nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Nitesh Verma, Director of Marketing and Enterprise Solutions at Advisor Websites. Advisor Websites operates as a platform that enables financial advisors to publish attractive and compliant websites. Nitesh shares the ways that Advisor Websites can improve business access and referrals for financial advisors, the integration capabilities of their services, and he points out the reasons why some advisors make the mistake of avoiding websites.
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In this 63rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host has an informative interview with Aaron Klein, CEO, and Co-Founder of Riskalyze, a risk tolerance assessment and illustration tool that helps advisors analyze the amount of risk in their client's portfolios. Aaron opens up about how Riskalyze operates, how it can benefit advisors and the importance of risk assessment in the financial industry.
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In this 62nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ian Jeffery, CEO and Co-Founder of Breathe Life, a software service platform that drives traffic to insurance carriers websites and advisors. Ian also shares how Breathe Life helps to complete direct-to-consumer sales of life insurance policies and how he addresses the advice gap in the insurance industry.
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In this 61th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Scott Huff, the CEO of YourEfolio, an estate planning software platform to assist financial advisors facilitate the transfer of assets. Scott Huff shares his background in financial services and how it steered him in the direction of establishing YourEfolio, a company he has been active with now since March 2015.
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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.
