Catchlight with Wilbur Swan | E247

On today's Fintech Impact episode, Jason Pereira will talk to Wilbur Swan, CEO of Catchlight. It is a company that uses artificial intelligence to help advisors basically find and close better leads. Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them.

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Next Step with Shirin Oreizy | E246

On today's Fintech Impact episode, Jason Pereira will talk to Shirin Oreizy. Founder and CEO of Next Step, an award-winning Behavioral Design Agency with offices in San Francisco, CA & Boston, MA. Next step is a company that advises FinTech on how to incorporate behavioral science into product development and marketing to be more effective.

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Canada Pension Plan with Doug Runchey | E094

On today's episode Jason Pereira is going to talk to Doug Runchey, owner and operator of DR Pensions Consulting. Doug is probably the foremost authority when it comes to understanding Canada Pension Plan and what it is in the implications and decisions that go around that simple enough topic. But there is actually a fair amount of complexity to the program and a lot of myths to dispel.

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MX with David Whitcomb | E243

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.

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Turnqey Labs with Tyrone Ross | E241

On 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.

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Functionland with Ehsan Shariati | E240

On 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?

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Wealth Compliance Leaders

In 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

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Stilt with Rohit Mittal | E237

On 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?

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Snappy Kraken with Robert Sofia | E236

On 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.

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Mako Fintech with Kevin Victor | E235

On 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.

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Upstart with Jeff Keltner | E234

On 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.

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Railz with Sam Kawtharani | E233

On 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.

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