All Site Content — JasonPereira.ca

Willful with Erin Bury (CEO) | E89

Summary:

In this 89th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Erin Bury, CEO of Willful. Willful allows people to create their personal wills, online for a fraction of the cost of working with an attorney. Erin and Jason discuss the need for a will and power of attorney documents, the psychological reasons behind the majority of people not having a will, and how Willful is working to make that easier for people to deal with.

Jason PereiraOctober 1, 2019Estate

Suitability Pro with Shawn Brayman (CEO) | E88

Suitability Pro with Shawn Brayman (CEO) | E88

Summary:

In this 88th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses Suitability Pro with special returning guest, Shawn Brayman, Founder of Plan Plus. With over twenty-five years of experience, Brayman is an expert in providing investment and financial planning solutions to financial advisors. His newest product, Suitability Pro, aims to improve the lives of advisors and their clients by helping them provide better recommendations almost by default.

Jason PereiraSeptember 24, 2019Financial Planning, Risk Assessment, Investing

Hull e-State Planner with Jordan Atin (Founder) | E87

Hull e-State Planner with Jordan Atin (Founder) | E87

Summary:

In this 87th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jordan Atin, Founder of E-State Planner. E-State Planner is an online platform that allows for the collaboration and creation of estate plans and estate planning documents for advisors and lawyers. Jordan talks about the platform's AI-based guide for advisors and how this planning software allows the advisor to focus on advising and less on technicalities.

Jason PereiraSeptember 17, 2019Estate

ENACOMM with Stacey Zuniga (VP Financial Services) | E86

ENACOMM with Stacey Zuniga (VP Financial Services) | E86

Summary:

In this 86th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host discusses IVR with Stacey Zuniga, Vice President of Financial Services at ENACOMM. ENACOMM is a leading provider of innovative, interactive, and intelligent customer-service and assisted-service solutions. This conversation explores many possibilities for the future of voice banking and voice command.

Jason PereiraSeptember 10, 2019Artificial Intelligence, Voice Response

Luge Capital with Ramin Wright (Investment Analyst) | E85

Luge Capital with Ramin Wright (Investment Analyst) | E85

Summary:

In this 85th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ramin Wright, Investment Analyst at Luge Capital. Luge Capital is a Canadian venture capital fund that focuses on early-stage fintech companies and artificial intelligence solutions applied to financial services. Ramin talks about how Luge Capital began, their investment partners, how they go about vetting potential companies for investment, and what the relationship can evolve into after the investment has been made.

Jason PereiraSeptember 3, 2019Venture Capital

Ladder Life with Jamie Hale (CEO & Co-Founder) | E84

Ladder Life with Jamie Hale (CEO & Co-Founder) | E84

Summary:

In this 84th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jamie Hale, Co-Founder and CEO at Ladder Life. Ladder Life is speeding up the often time-intensive life insurance process for customers to around 8 minutes, offering coverage from $100k to $8 million. Jamie shares exactly how Ladder Life life insurance is addressing pain points in the industry to the benefit of consumers, how they are handling underwriting, their investor distribution channel, and selling to the workplace space.

Jason PereiraAugust 27, 2019Insurance

Mobile Assistant with Corey Westphal (CEO) | E83

Mobile Assistant with Corey Westphal (CEO) | E83

Summary:

In this 83rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Corey Westphal, CEO at Mobile Assistant. Mobile Assistant is an app that enables financial advisors to dictate notes for transcription and later for integration with CRM software. Corey discusses the process of the user experience for Mobile Assisted customers, how Mobile Assistant manages to provide accuracy for their dictation, the various range of templates that are possible, and the feedback that Mobile Assistant has received from advisors.

Jason PereiraAugust 20, 2019Transcription, Compliance

Wealthica with Simon Boulet (President & CEO) | E82

Wealthica with Simon Boulet (President & CEO) | E82

Summary:

In this 82nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Simon Boulet, Founder and CEO at Wealthica. Wealthica is an investment aggregation platform that allows you to consolidate all of your different investment accounts in one easy-to-use platform with intelligence and triggers that help you to make better actionable decisions. Learn how this company was started and the value it has to offer.

Jason PereiraAugust 13, 2019Data Aggregation, Analytics

Fuzzy Logix with Aashu Virmani (EVP) | E81

Fuzzy Logix with Aashu Virmani (EVP) | E81

Summary:

In this 81st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Aashu Virmani, Executive Vice President at Fuzzy Logix and FastINDX. Fuzzy Logix is a big data management platform that applied artificial intelligence to extremely large sets of data in a very fast and efficient way that helps businesses with a variety of tasks. Hear about how Fuzzy Logix, along with FastINDX creates custom indexes that can be screened on many different parameters that match a client’s value proposition.

Jason PereiraAugust 6, 2019Artificial Intelligence, Analytics, Big Data

dv01 with Perry Rahbar (CEO) | E80

dv01 with Perry Rahbar (CEO) | E80

In this 80th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Perry Rahbar, CEO and Founder of dv01, a data management, reporting and analytics platform that brings transparency and insight to lending markets to help them become more efficient for institutional investors and safer for the world.

Perry shares how dv01 began, their various tools including market surveillance and portfolio management options, and how the financial industry will benefit.

Jason PereiraJuly 30, 2019Data Aggregation, Analytics, Big Data

Future Crunch with Dr. Angus Hervey (Co-Founder) | E78

Future Crunch with Dr. Angus Hervey (Co-Founder) | E78

Summary:

In this 78th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Angus Hervey, Co-Founder of Future Crunch. Future Crunch is a company that looks at the impact of technology on our changing world. Dr. Hervey breaks down the ways that technology as a tool, a blueprint, and a process has accelerated human evolution in areas of communication, energy, and health.

Jason PereiraJuly 16, 2019Trends

MoneyGaps with Preet Banerjee (Founder) | E77

MoneyGaps with Preet Banerjee (Founder) | E77

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.

Jason PereiraJuly 9, 2019Financial Planning

Systelos with Jad Chehlawi (CEO) | E76

Systelos with Jad Chehlawi (CEO) | E76

Summary:

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.

Jason PereiraJuly 2, 2019Collaboration

Female Funders with Jill Earthy (Head) | E75

Female Funders with Jill Earthy (Head) | E75

Summary:

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.

Jason PereiraJune 25, 2019Investing, Venture Capital

Owl with Sean Merat (CEO), Sohrab Merat (CPO), & Vahid Mirjalili (COO)) | E74

Owl with Sean Merat (CEO), Sohrab Merat (CPO), & Vahid Mirjalili (COO)) | E74

Summary:

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.

Jason PereiraJune 18, 2019Fintech

Carson Wealth with Ron Carson (CEO) | E73

Carson Wealth with Ron Carson (CEO) | E73

Summary:

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.

Featured, Fintech ImpactJason PereiraJune 11, 2019Fintech

Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E72

Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E72

Summary:

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.

Jason PereiraJune 4, 2019Fintech, Payments

Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E71

Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E71

Summary:

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.

Jason PereiraMay 28, 2019Fintech, Payments

SQRL with Om Suthar (CEO) | E70

Summary:

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.

Jason PereiraMay 21, 2019Behavioural Finance, Big Data, Insurance