On today’s episode of Fintech Impact, Jason is going to talk to Zach Conway, co-founder and CEO of Seeds. It is a platform that allows advisers to better assess investors and personalize their portfolios in order to create a better engagement with them. Zach highlights the traditional mechanical investing process with Seeds' approach, which aims to make investing more meaningful and engaging for both the investor and the advisor.
Read MoreOn this episode, host Jason Pereira talks to Joel Bruckenstein known as the "godfather of advisor technology" in the US. Joel is the President of Technology Tool, a well-known consultant and writer in the financial advisory technology space. Joel is the President of Technology Tool, a well-known consultant and writer in the financial advisory technology space. The episode focuses on Joel's journey and how technology for financial advisors has evolved over time.
Read MoreOn today’s episode of Fintech Impact, we have a repeated guest Aaron Klein, the co-founder and CEO of Nitrogen Wealth formerly Riskalyze. Aaron was back in April of 2019, and he has been up to quite a lot. Aaron introduces the concept of behavioral science, alluding to how clients react to financial decisions. He shares an anecdote about an advisor who realized that he was anchoring his clients' portfolios based on his own risk tolerance which led to a misalignment in clients' expectations and actual investment outcomes.
Read MoreOn today’s episode of Fintech Impact, Jason is going to talk to Chris Shuba, Founder and CEO of Helios Quantitative. It is an "in-source CIO," offering a unique solution for financial institutions. They provide all the functions of an investment department without the associated costs and hassles. Helios Quantitative simplifies and streamlines the operations of an advisory practice.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Rafael Loureiro, CEO of Wealth.com. The company besides having the most incredible URL for a fintech firm is an estate planning platform that allows for advisors and clients to collaborative work on estate plans and produce like legal estate documents and make it part of the entire continuing advisors by proposition.
Read MoreOn today’s episode of Fintech Impact, Jason is going to talk to Elliott Limb, founder and CEO of Cubed. It is a company assisting fintech companies scale, while mitigating the high failure rates commonly faced by startups. The conversation underscores the challenging dynamics that fintech startups face when accepting VC funding, including the need to continually meet milestones and the potential for increased pressure as the company progresses through funding rounds.
Read MoreOn this episode, host Jason Pereira talks to John Lenker, founder and Chief Vision Officer of the marketing firm and Kevin deLaplante, Partner & Chief Knowledge Officer. Lenker is a growth consulting firm that specializes in assisting early-stage startups in achieving product-market fit and establishing a recognizable brand before their launch. They emphasize on the challenges startups encounter, including a lack of market analysis and a tendency to prioritize technical development over other critical aspects of their business. Linker aims to help startups navigate these challenges and achieve their growth goals.
Read MoreIn this episode of the Fintech Impact podcast, host Jason interviews Julie Littlechild, the founder and CEO of Absolute Engagement. Julie is a renowned speaker and expert in client engagement within the financial advisory sector. She has recently launched the Absolute Engagement Engine, which brings her ideas on client engagement to life.
Read MoreJason talks to Steven Wasick, Founder of infoSentience, an automation company specializing in using artificial intelligence to enhance data analytics and communication in financial markets. infoSentience’s software can analyze any data set, identify key insights, and communicate them effectively, similar to a human analyst or journalist. This episode explores the innovative technology and applications that infoSentience brings to the world of finance.
Read MoreOn this episode of "Fintech Impact," Jason talks to Stephen Chen, founder, and CEO of New Retirement. It is an online platform that facilitates financial institutions in offering DIY financial planning experiences to their existing or potential customers. The platform is designed to enhance and complement their existing financial services. Stephen describes New Retirement as essentially creating a "TurboTax for financial planning." Initially, the company began as a consumer-facing platform before transitioning into its current role of supporting financial institutions in providing comprehensive financial planning solutions.
Read MoreOn this episode of Fintech Impact, Jason talks to Owen Winkelmolen, Founder/CEO of Adviice, a financial planning tool in Canada. It is a client-facing financial planning platform designed to support fee-for-service advisors and all advisors in general. It enables clients and advisors to collaborate in building a financial plan. The origin of Adviice, can be traced back to Owen's financial planning practice, Plan Easy, which he founded in 2018. The discussion touches upon the challenges faced by those in the financial planning space, especially when it comes to handling payments, subscriptions, and client retention.
Read MoreIn this episode of Fintech Impact, host Jason welcomes back repeat guest Trevor Greenway, the founder of interVal. Trevor discusses how interVal's software platform assists financial advisors, accountants, and other professionals in valuing businesses. The platform provides estimates of business value, guides clients in the right direction, and helps them optimize their largest asset.
Read MoreOn this episode of Fintech Impact, Jason talks to Jud Mackrill, co-founder of Milemarker & Mammoth, who has been on the show before. The discussion centers around the challenges related to data and data management in the industry. For the past 15 years, many conferences have complained about the quality of data, its location, and how it's often siloed. Jud is working on a solution to address these issues.
Read MoreIn this episode of Fintech Impact, Jason Pereira talks to Philipp Hecker, CEO of Bento Engine. It is a cutting-edge content and conversation system designed for financial advisors. The system's primary goal is to assist financial advisors in cultivating stronger client relationships and expanding their businesses.
Read MoreJason talks to Jacob McGraw from Sikka.ai, a fintech company specializing in API platform services for dental support organizations (DSOs). DSOs are large firms that operate numerous dental practices. Jacob discusses Sikka.ai’s innovative underwriting methodology for insurance companies and explains the company's value proposition.
Read MoreOn this episode of Fintech Impact, Jason talks to Jay Goodis, the CEO of Tax Template Sync, a software designed to help advisors in Canada assess different tax scenarios for their clients. The software allows users to analyze current tax situations, run test scenarios, and optimize tax strategies.
Read MoreIn this podcast episode, Jason talks to Derek Notman, the founder and CEO of Couplr. It is a fintech company that provides a platform for people to find the right financial advisor for their needs. Jason mentions that he often gets pitched similar ideas, but he finds Derek's approach unique and effective. Derek explains that Couplr is focused on fixing lead generation in the financial advisory industry. He highlights that lead generation has been a personal frustration for him, and Couplr aims to address this issue.
Read MoreJason Pereira talks to Rishi Khanna, CEO of StockTwits. It is a social media platform for the retail investing and trading community, known for inventing the cash tag. Rishi talks about his vision involving horizontal expansion to become a global platform and vertical expansion into diverse asset classes, while leveraging the culture of money and markets and the significance of live interactions.
Read MoreOn this episode, host Jason Pereira talks to Brigit Carroll, the policy lead for the Americas at Wise. Wise is a company that has previously appeared on the show. Jason has invited Bridget to discuss the progress or lack thereof regarding open banking in North America. They discuss various topics related to cross-border payments, banking apps, and the challenges faced by the industry. Bridget emphasizes the need for transparency in pricing and reducing the cost of remittances. They also talk about the evolving narrative of fintech disruptors and the importance of collaboration within the payment ecosystem.
Read MoreOn this episode of Fintech Impact, host Jason Pereira talks to Giuseppe Stuto, co-founder and managing partner of 186 Ventures. It is a venture capital firm founded by former high-growth tech executives themselves. They have been there, and they know how to advise people who are going through that same journey. Giuseppe explains that their criteria for investing in a company involve evaluating founder market fit, the competence and unique positioning of the founders, their understanding of the problem, and their passion and motivations for building the business.
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