On today's episode, Jason Pereira is going to talk to Alan Gurung, CEO of SIFA. It is an artificial intelligence-powered platform for financial advisors to leverage their data, be more efficient, and garner insights from that data.

On today's episode, Jason Pereira is going to talk to Matt Lister, CEO of CloudAdvisors. It is a company in the group benefits space, and one of the unique things they have done is they have built a benchmarking system that helps inform business owners as to basically how their plans stack up against competitors in the same space and helps advise around best practices and design. Service is free for employers. Paid by advisors and providers.

On today's episode of Fintech Impact, Jason is going to talk to Alex Murguia and Wade Pfau, cofounders of Risa. It is an online questionnaire and tool for helping determine what an individual's retirement styles are like and specifically helping advisors steer them toward the type of retirement solutions that help ensure that they both succeed, but also that they are comfortable and their preferences on how they wish to retire or how they wish their income to be general in retirement come about.

On today's episode of Fintech Impact, Jason is going to talk to Christine Brunsden, CEO of Benefits2, a web-based application designed to help people and medical practitioners identify disabilities that qualify for the Disability Tax Credit. It also assists them by saving time and money while increasing the rate of success when applying for the Disability Tax Credit.

On today's episode of Fintech Impact, Jason is going to talk to Mounir Felloula, CEO and Co-Founder of Puulse. It is a challenger bank, that has specifically partnered with the company's HR departments to help enable their employees to have a positive banking experience from the moment they get paid.

On today's episode of Fintech Impact, Jason is going to talk to Kelly Waltrich, CEO of intentionally, a well-known marketing firm within the advisor and fintech space that helps companies market themselves effectively and get results.

On today's episode of Fintech Impact, Jason is going to talk to Jose Luis Salas Calcáneo, Sales Manager at Checkbook.io. It is an online platform for not just processing payments and pushing money to where you need to be but doing it in every method from digital to the old-school methodology of SNL.

On today's episode of Fintech Impact, Jason is going to talk to Sharon Bauer, founder of Bamboo Data consulting. It is a niche privacy and security consulting firm that basically helps companies figure out how to foster trust and responsibly profit off the use of their data. Sharon's purpose is to empower businesses to make better decisions that will build sustainable privacy and security programs so that they can instil confidence in their customers, partners, and investors.

In today's episode of Fintech Impact, Jason is going to talk to Reese Harper, CEO of Elements. It is a financial planning company focused on delivering deep, meaningful conversations between clients and advisors, but specifically focused on the key things that they need to focus on in order to be effective in their financial planning journey. 

In today's episode of Fintech Impact, Jason is going to talk to Richard Vinhais CEO of WAX. It is a platform for ensuring collectible items of high value and making sure that if anything goes wrong with your treasured collectible or sentimental value object that basically you are protected. In addition, they have helped people with custody and leverage of these assets with that.