On today's Fintech Impact episode, Jason Pereira will talk to David Whitcomb, VP of Product at MX. It is an aggregator of aggregators in that it provides technology companies and traditional finance companies with a way of accessing a common data format across multiple different data aggregation companies and kind of pulls into data from all includes above and spits it up. It's a silver simplification.
Read MoreOn today's episode Jason Pereira is going to talk to Jeff Cullen, owner and lead consultant at Basecamp4. It is a company that specializes in exit planning. He will be talking about the exit life cycle and what it looks from an exit planner's perspective and a client perspective to go through certain milestones and the journey of exiting.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Shep Hickey, founder, and CEO of Bryzos. It is an online steel marketplace. Any kind of marketplaces are financial solution, and Shep incorporated Fintech solutions into the platform itself.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Tyrone Ross, CEO and Co-Founder of Turnqey Labs. The company is a new fintech that's looking to solve the problem of crypto reporting within traditional finance. With Turnqey Tyrone facilitated getting every other asset real-time performance reporting and one can also see it on a statement.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Ehsan Shariati, CEO and Co-Founder of Functionland. The company is the distributed storage platform that allows you to store data on the blockchain but utilizing your own dedicated hardware. Ehsan articulates the cost difference in AWS like what kind of savings people are looking from a usage standpoint and what level of revenue could someone be looking in a return on investment from a provider or storage standpoint?
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Hemant More CEO of Arcons Technology. Arcons technology is a suite of software targeting RA's and advisors in the US specifically helping them with various cloud solutions, online billing, CRM reporting, trading, and client portals.
Read MoreIn today’s conversation, we chatted with Jason M. Pereira one of Canada’s foremost experts in financial planning. Jason is a recognized writer, public speaker, podcaster, and teacher. He is an expert in all things related to financial planning and fintech. Questions we ask Jason in this episode: • What were the series of events that led to his interest in the topic of financial market regulation • His thoughts on the Client Focused Reforms (CFRs) and how he believes it will shape our industry going forward • The top things Jason would do to transform the wealth industry • The role he believes technology plays in helping firms and advisors fulfill their CFR obligations • How he believes the financial advisory industry will change in a decade from today
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Rebecca Wilde, Managing Director of StockSnips. StockSnips is an AI and natural language processing platform that harvests data to provide stock purchase and sale indicators, bringing artificial intelligence to the world of stock selection.
Read MoreOn today's episode Jason Pereira is going to talk to Jason Watt. He recently was part of the sale of his family business. Today they will discuss the tales of what it's like to sell a family business. They will also discuss the ups and downs and unexpected turns that may be included in that.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Rohit Mittal, CEO of Stilt. The company is an online lender that specifically targets immigrant and unreserved populations who have very specific challenges when trying to obtain debit and credit. Rohit shares how he solved the credit card problem and how does one figure out who to lend to?
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Robert Sofia, CEO of Snappy Kraken. The company is a well-known platform in the advisor community for helping advisors market their business through social media and other venues. Robert explains that they really try to get advisors out in front of the right audiences. They do that through advertising. They do that through SEO and any other channel that they have.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Kevin Victor - Vice President of Sales & Partnerships at Mako Financial Technologies. It is essentially SASS for wealth workflow automation. The company deals with digital onboarding, KYC refresh, any type of workflow activity that a wealth advisor would want to accomplish with their investor, and on the back end as well how they complete administrative activities and compliance.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Jeff Keltner, Senior Vice President of Business Development at Upstart. It is an online lender that utilizes artificial intelligence throughout various parts of the underwriting life cycle in order to issue policies as quickly and effectively and with a better risk profile than conventional.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Sam Kawtharani, VP of Product with Railz. The company collects data from different accounting systems, create a standardized file format, allows that information to be pushed into other products and vendors, and create unity around different accounting reporting systems.
Read MoreOn today’s episode of Financial Planning For Canadian Business Owners we have brought back Cato Pastoll from Loop. This time he has got a new product that he is basically working with that solves a very simple problem - Opening of bank accounts for Canadian businesses in the US. This sounds like it should be easy, but we are going to get into what the problems are, how he managed to solve them, and how he can make your life easier.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Justin Fitzpatrick, Chief Innovation Officer of Income lab. It is an online platform that basically lets you do dynamic retirement planning, but essentially is an accumulation software that helps model out different scenarios that stress test and any number of interesting ways to model out what the decompilation scenarios look like for investors.
Read MoreOn today’s episode we have Terry Ritchie. He is Jason’s go-to guru on all things for American Canadian cross border, and also a friend. Terry is a vice president and partner at Cardinal Point Capital and Cardinal Point Wealth Management, a cross-border or ICPM firm specializing in the cross-border space. As the US federal tax base and Canadian integrated rates are higher, most clients with decent income will have more foreign tax rates in the US than they can use up.
Read MoreOn today's episode of the Fintech Impact, Jason Pereira is going to talk to Mark Warnquist, CEO of InShare - an insurance tech that focuses on distributing protection solutions to the on-demand economy to lift the gig workers of the world. Mark talks about the early challenges that he had faced with the insurance companies.
Read MoreOn today's episode we have Shane Slater, Corporate Currency Specialist from the FirmaFX. He will talk about foreign exchanges, how it impacts business owners and how you can do better than just taking what the bank or your credit card will give you and how that can materially change your margins sometimes, depending on how the better rate you are paying before.
Read MoreOn today's episode of the Fintech Impact, Jason Pereira is going to talk to Gerti Dervishi - Chief Growth officer for Flybits. The company helps financial institutions utilize the context of clients, individual situations, geography, and other factors that help serve up better next recommendations. Gerti goes through a very rigorous process when they engage with financial institutions, not only for their privacy and security but also in terms of user expectations and how their consumers will receive certain services.
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