In today’s episode, Jason is going to talk to Jud Macrill, Co-Founder of Milemarker. Milemarker is a data solution company that helps financial services companies in an IaaS (Integration as a Service) specifically integrate data across many different platforms to get things talking to each other.
Read MoreJason talks to Sebastian Skwarek, co-founder of PreciseFP. PreciseFP was a guest way back on episode 26 in the summer of 2018 with Co-Founder Don Whalen. Don talked about their digital onboarding platform or digital data gathering platform for financial advisors.
Today is the 2021 year in review show because that is what we do at this time of year, and Jason brought back his colleague and occasional guest host, Guy Anderson, to interview him on the course of events and what happened in the past year.
Read MoreIn today’s episode, Jason is going to talk to James Rockwood, founder, and CEO of Capintel. Capintel is an investment analytics company that tells you how your performance looks and does all kinds of proposal building, automation, and team collaboration tools that reduce the heavy lifting and let us go back to focusing more time on what matters that’s the one on one time with our clients.
Read MoreOn today’s episode, Jason is going to talk to Robb Engen, the Fee-only Financial Planner and Blogger at Boomer and Echo. Robb is a well-known voice in the Canadian financial blogosphere, and he has run a blog for 11 years and is one of the recognized voices in Canadian online finance.
Read MoreIn today’s episode, Jason is going to talk to Deven Hurt. They are going to talk about the company Prediction strike of which Deven is the CEO and Co-Founder. Prediction Strike is a sports betting platform that treats athletes like stocks.
Read MoreIn today’s episode, Jason is going to talk to Steve Boms, executive director of the Financial Data and Technology Association, also known as FDATA. Steve explains, FDATA is a global trade association started in 2013 - 2014 in the UK. It was started at the request of the UK Treasury, who approached about six Fintech CEOs.
Read MoreToday’s episode is a recording of a brief intro that Jason gave to the recent Canadian advisor Tech Expo. It was the first financial advisor technology expo of its type in Canada, and that was put on by the Financial planning association Canada, for which Jason is the President.
Read MoreOn this episode of the Fintech Impact, Jason is going to talk to Gavin Spitzner, President of Wealth Consulting partners. Gavin is one of the more recognized fintech experts in the US that consults with significant players on the state of their advisor technology and its future development.
Read MoreIn today’s episode, Jason is going to talk to Kevin Levitt; he is the Director of Industry and Business Development for Financial Services for Nvidia. The company is one of the driving forces behind the technology powering artificial intelligence today.
Read MoreJason Pereira makes a guest appearance on The Most Hated F Word for their episode: "The Future Of Banking Is Coming. Are You Ready”, where they discuss Open Banking.
Read MoreOn today’s episode, Jason is going to talk to Denelle Dixon, CEO and executive director of the Stellar Development Foundation. Stellar is one of those coins that has been around for a while and has some very interesting use cases.
Read More"On today’s episode, Jason is going to speak with David Pullara, a marketing instructor and brand-building expert who's worked with companies like Starbucks, Coca-Cola, and Google. Today, they talk about the benefits of building a brand.
Read MoreIn today's episode, Jason will talk to Brandon Chapman, founder of Advisor Flow. It is a tool that helps advisors learn more about their clients in on-boarding and acquire vital information to them faster and better.
Read MoreIn today's episode, Jason will talk to Tom Carpenter and Jason Chomik from the financial data exchange. The Financial Data Exchange is an organization that works towards unifying data flow across different financial platforms.
Read MoreOn today’s episode, Jason is going to talk to Betsy Ehrenberg. She is the CEO and founder of Legacy Concierge. Legacy Concierge is a service that helps people deal with digital assets after death. This is a newer problem in state planning, but one that cannot be underestimated.
Read MoreOn today’s episode, Jason is going to talk to cyber security expert, Evgeniy Kharam. They talk about general concerns around cybersecurity and best practices both for end-users and for the company supplying these services.
Read MoreJason Pereira makes a guest appearance on The BCC (Business Career College) Education Channel for their episode: "CE Drive with Jason Watt — The F-Word and Other Regulatory Concerns.”
Read MoreOn today’s episode, Jason is going to talk to Kylie Paul; a business coach and CEO of coaching with Kylie. In today’s show, they are specifically going to talk about vision planning for business owners and what that means.
Read MoreOn today’s episode, Jason is going to talk to Maya Pochiraju, VP of product at Payability. Today, Maya will talk about the challenges faced during covid by retailers and themselves in scaling to a giant shift to online business.
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