On today's episode of the Fintech impact, Jason is going to talk to Will Robinson, CEO of Encapture. The company brings machine learning to banks and lenders to help them understand what is going on with their data and make better decisions. Anywhere anyone signed, any place someone showing up and having to fill out paperwork or submit supporting documents to do something at a bank is where Encapture can get involved.
Read MoreOn today's episode of the Fintech impact, Jason is going to talk to James Tait, CEO of Underwrite Me. It is a platform that allows insurance advisors to quote and handle the entire application that underwriting cycle through one unified platform and does so in 11 countries around the world. James explains how the platform allows each insurer to configure their rules and consistently with their philosophy without asking different questions or without having to agree to exactly the same philosophy.
Read MoreIn today's episode of the Fintech impact, Jason is going to talk to Nicholas Bernardo, Founder & CEO of OnBord; a simple, secure tool with automated compliance features that will save you time and money while onboarding new clients. OnBord is built to streamline the new client experience for not only the advisors but also their clients.
Read MoreIn today's episode of the Fintech impact, Jason is going to talk to Justin Adler, co-founder of NorthOne. It is an online Business Account with built-in features to make business banking fast and easy. Justin helps people with this entire profit for a system, they put people in envelopes or supplements, but nevertheless it's basically splitting up by dollars or percentages and making sure that when the taxman comes calling the money sitting there when payroll comes, it's done which is fantastic.
Read MoreIn today's episode of the Fintech impact, Jason is going to talk to Santiago Burridge, executive chairman of Lumiant. It is a platform that helps advisors discover what really matters to their clients and helps them have more deep and meaningful conversations and guides them along the way to a deeper and more meaningful and prosperous engagement.
Read MoreOn today's episode of the Fintech impact, Jason is going to talk to Guy Anderson. They are going to have a conversation about what happened in these past years of 51 episodes other than this one. As per Jason When it came to technology innovation, it was the bigger issues that were looked at first, but now we are looking at the smaller problems.
Read MoreOn today's episode of Fintech Impact we have Yasser Abou-Nasr, Senior Vice President of product at Dwolla. The company is a payment infrastructure company specifically specializing in account-to-account transfers.
Read MoreIn today's episode of the Fintech impact, Jason is going to talk to Mark Higgins, Chief Analytics Officer and Co-Founder of Beacon. It is a company that provides cloud solutions to financial institutions to run their data and analytics and a number of other interesting and high-level things.
Read MoreIn today's episode of the Fintech Impact, we have Andrew Kirkland, President, and Co-Founder of Justwealth. The company is a Canadian based Robo advisor that deals directly with consumers but also collaborates with financial advisors.
Read MoreIn today's episode of the Fintech Impact, we have Greg Leroux, founder of Retirement Optimizer. It is a Canadian software that optimizes your retirement specifically around strategies on drawing down your assets over time to ensure that you successfully make it to the finish line.
Read MoreIn today's episode of Fintech Impact, we have Marcilio Oliveira, Co-Founder of Sensedia. It is a platform that provides API access through microservices for different financial institutions around the world, basically connecting them seamlessly. They are helping the enterprise companies around the world to become more connected, open and digital using the modern integration platform and API.
Read MoreIn today's episode we have David Edey, CEA and financial advisor in Montreal. He is an author of a book called Executor Help. He is on the show to talk about what it is to be an executor and how an executor can have a successful execution of someone's will in both cases of if you are a business owner and if you are not.
Read MoreToday on the show we have Timothy Nuy, Founder and Co-CEO of Finclusion. The company is an African based neobank that is basically tackling a lot of the structural issues in banking in Africa in a digital way. With Finclusion Timothy is trying to build neobank for Africans that offers basic financial services starting with credit because they think credit is the hardest thing to get and yet the most needed in the current ecosystem.
Read MoreOn today's episode, Jason Pereira is going to talk to David Barnett, he is a private transaction advisor. Today he is going to specifically talk about acquisitions, but not from the seller's point of view, but from the buyer's point of view. David works with people who are looking at doing the purchase or sale of small businesses. He is a former business broker, but he does not act as a business broker today. He simply works in an advisory or consulting role.
Read MoreIn today's 250th episode we have guest host, Guy Anderson to interview Jason Pereira. We brought him on the show to ask Jason what he has learned till now and where he is going from this point. There has been a couple of impressive technologies that have almost broken Jason's view of how things work. Financial planning software that was powered by artificial intelligence and made things super easy and what they showed Jason was better than what he had imagined.
Read MoreOn today's episode Jason Pereira is going to talk to Aaron Hector, a private wealth advisor for CWB wealth. He is here to talk about old age security. Basically, what it is, how it works, how you can plan around it and what are the planning opportunities for this exist. Aaron also talks about how dividend junkies who love being different impact only security, different than other forms of income.
Read MoreToday on the show we have Brooker Belcourt, founder of Covey. It is an online platform for new inspiring portfolio managers to earn credibility by sharing their best ideas online in order to establish a track record and hopefully establish a career input for the management.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Ari Brojde. He is the Founder and CEO of Estateably, a leading provider of digital solutions for the North American trust and estates industry. Ari talks about his personal ordeal that motivated him to launch Estateably, how it was initially a failure and how they overcame it to become a successful company in 2022.
Read MoreOn 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.
Read MoreOn 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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