I recently got the opportunity to be interviewed about the past, present, and future of payments on the Paypod Podcast. if your curious about how our relationship with transactions is going to change, be sure to listen.
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In this 102nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Yaron Ben-Zvi, founder of Haven Life, to talk about how he ended up in the life insurance industry, the problems he found once he got there, and how Haven Life aims to fix those problems.
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In this 102nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Yaron Ben-Zvi, founder of Haven Life, to talk about how he ended up in the life insurance industry, the problems he found once he got there, and how Haven Life aims to fix those problems.
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In this 101st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Phillip Barrar, founder of the Mylo savings and investment app, to talk about banking differences in Canada versus the EU, banking regulations, and more.
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In this 100th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Michael Kitces of the Nerd’s Eye View blog, XYPN, and AdvicePay, to talk about product iteration, specialization within the field of financial planning and more.
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In this 99th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes John Waldron, founder of Learnedly, to talk about how financial services firms handle ongoing education.
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In this 98th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Toan Huynh, from the VC firm Information Venture Partners, to talk about automation, what an “early stage” company means to IVP, and how to explain venture capital to a five-year-old.
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In this 97th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Jason Early, Chief Revenue Officer of the cloud-based business valuation platform BizEquity.
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In this 96th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Laurence Cooke, founder of nanopay, a payment platform that allows vendors to settle payments faster than traditional banking infrastructure.
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In this 95th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Thomas William Deans, founder of the Willing Wisdom Index and author of Every Family’s Business, about how his tool helps both clients and advisors improve outcomes.
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In this 94th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samantha Ettus, Founder and CEO of Park Place Payments, a company that markets and distributes payment solutions to small businesses around America. Samantha explains her background in media and as an author, how and why she built Park Place Payments, and the ways she has enabled a work staff that has needed opportunities.
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In this 93rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host speaks at the IPC Technology Panel with moderator Adam Felesky and fellow panelists Dave Nugent, Daniel Eberhard, & Zack Brown.
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In this 92nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes back Randy Cass (Nest Wealth) and David Faulkner (RazorPlan) about their company’s merger and how fintech can be used to holistically improve clients’ lives.
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In this 91st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host speaks at the IAFP Conference on Fintech & The Future of Finance.
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In this 90th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Andrée Simon, President and CEO of FINCA Impact Finance. FINCA provides microfinance loans in developing communities across 20 countries, merging financial services with social impact. Andrée discusses the unique challenges FINCA faces in the developing economies they serve, how technology affects their business model, and why an emphasis on social impact is important to her.
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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.
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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.
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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.
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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.
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