Today in the show, we have Fidelma McGuirk, founder, and CEO of Payslip. Payslip is an Ireland-based payroll company that does work all around the world. She is on the show to discuss the challenges of working with multi jurisdictions and other complexities. Payslip is a technology company that provides a job apparel control platform to multinational companies, says Fidelma.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Daire Burke, head of Canada for Swoop Funding. Swoop Funding is an Irish-based company that works in multiple countries. It provides companies with access to a platform that aggregates lending solutions to meet their needs from various commercial blenders.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Lori Weir and Jeff Harvie. They are going to specifically talk about how they have helped advisors and firms deal with implementing new systems to help them better support themselves in this new regime CFR. Lorie started the company in 2015, and they set out to help investors feel more confident that they were invested in products that met their risk tolerance and financial goals.
On today’s episode of the Fintech Impact, Jason is going to talk to Louis Ratief, Co-founder and CEO of Hubly. Hubly is an advisor workflow automation tool that helps take information from CRM’s and create actionable and easy to develop and implement workflows for advisors. Hubly is a vertical SAS software that supercharges comprehensive financial advisory firms. The purpose is for your highly regulated professional services like financial advice, tax preparation, trust, good planning, investment management, etc.
Read MoreOn today's episode of the Fintech Impact, Jason is going to talk to Marc Pickren, Chief Executive Officer of The Americas for TurnKey Lender. A global financial technology Software as a Service Business (SaaS) that has created and deployed the world's most impactful embedded finance platform since 2011. The company enables any business anywhere in the world to finance their customers, and that provides tens of millions of global citizens and businesses the opportunity to start something new, purchase needed machinery, and/or to acquire items that improve their lives.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Dimitri Dadiomov, CEO of Modern Treasury. Modern Treasury is a payments architecture system that focuses explicitly on payments and payment automation. She talks about how they differentiate themselves and dominate payment automation within this space.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Mohamad Sawwaf, Co-founder and CEO of Manzil. Manzil is a Canadian-based Islamic banking and finance platform. Mohammed has appeared on another podcast, ‘Financial Planning For Canadian Business Owners’, to go over the fundamentals of Islamic finance and how they differ from traditional Western finance. But in today’s episode, he is going to talk about Islamic finance and how he is using Fintech as a platform for distributing Islamic finance in schools.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Steve Sanduski, Co-founder of ROL Advisor. ROL Advisor is an online platform that helps advisors or helps coach advisors through a process to help clients focus on return on life as opposed to returning on their investments.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Laurent Bensemana, President of Ndex Systems. Ndex systems is a portfolio management software providing clean or scrubbed data for the industry. Ndex is a custodial-based company established in 1999. Laurent’s original objective was to build the ideal assistant for the financial industry. They never saw a distinction between money managers for retail brokers, discounters, product manufacturers.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Kison Patel, Co-founder, and CEO of M&A Science. M&A science produces a product called Deal Room, a platform for monitoring the entire life cycle of an M&A deal. M&A science is a company with multiple product lines covering education and technology for managing the M&A process focused around making M&A more of a collaborative people focus process.
Read MoreOn today’s episode, Jason is going to talk to Dave Connolly, co-founder, and CEO of Knudge. Knudge is an automated client communication and collaboration tool that ensures that financial planning and advice are done digitally and effectively.
Read MoreIn today’s episode, Jason is going to talk to Will Trout from Javelin Strategy and Research. He is the director of Digital Wealth Management. We brought him on the show to talk about some of the bigger trends in the wealth and assessment market and how they are potentially going to transform the industry in the next ten years from now on.
Read MoreToday, we are going to deal with Islamic finance and the challenges it brings to people who follow that faith, particularly business owners, and how those restrictions around Islamic finances can be adapted to many of our current financial structures that are not supportive of it. But there are options, and to discuss that, we have Mohamad Sawwaf, co-founder of a company called Manzil.
Read MoreIn 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.
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