Fintech Impact

Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products feel tangible for clients. The conversation dives into how the platform embeds compliance controls to prevent proposal errors, the impact of regulatory shifts like Reg BI, and how CapIntel is navigating its expansion into the competitive U.S. and Mexican markets.This episode is a must-listen for wealth management executives and advisors interested in how "hyper-personalization" and integrated compliance are redefining the modern investment proposal.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorCapIntelLinkedIn - James Rockwood’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mean to them. By turning this unique behavioural data into AI-synthesized insights, Knomee provides advisors with actionable conversation starters and next-best actions to deepen trust and accelerate conversions.This episode is a must-listen for advisors who want to move beyond generic financial planning and use behavioural intelligence to create more personalized, high-trust client relationships.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorKnomeeLinkedIn - Marla Sofer’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and insurance professionals. Inspired by his experience building proprietary tech for a TAMP, Borer explains how his platform avoids the rigid, breakable workflows of traditional systems by focusing on flexibility and data-driven signals. The conversation explores the shift toward a more open tech ecosystem—supported by Advisor CRM’s APIs—and introduces Trove, a new AI-driven opportunity intelligence tool designed to surface growth leads automatically.This episode is a must-listen for advisors frustrated by "clunky" CRM workflows and firm owners looking to stay ahead of the curve with AI-integrated client management.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorAdvisorCRMLinkedIn - Ryan Borer’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, Outlook, and DocuSign—to execute complex tasks via simple prompts, ensuring advisors never "drop the ball" on client requests. The discussion covers the platform's ability to automate everything from onboarding to email filing, while touching on the broader challenges of scaling fintech and the vital role of CFP education in the AI era.This episode is a must-listen for forward-thinking advisors and operations leaders who are tired of manual data entry and want to see how "agentic AI" can finally bridge the gap between their disconnected software tools.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorNexhelm AILinkedIn - Brian Abatemarco’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the company’s evolution from a niche risk-scoring tool into a comprehensive AI platform. Dan outlines how Nitrogen is leveraging a new agentic AI engine to automate the advisor meeting lifecycle, effectively shrinking hours of manual preparation into minutes. Beyond technical updates, the conversation dives into Nitrogen’s expanded suite—covering everything from portfolio research to tax education—and Dan’s vision for overcoming the data and compliance hurdles that currently slow down AI adoption in wealth management.This episode is a must-listen for financial advisors and RIA owners looking to reclaim their schedules through automation, as well as fintech enthusiasts interested in how legacy brands successfully navigate a total AI-centric pivot.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorNitrogen WealthLinkedIn - Dan Zitting’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors that unifies data from systems like CRMs and portfolio platforms to power workflow “bots” such as a daily dossier and household brief. Wilson explains Hamachi’s origin, its compliance-first guardrails, and its strategy to embed via integrations and API rather than compete for the advisor desktop. They also discuss roadmap integrations and partners, including TaxStatus, FP Pathfinder, Financial’s client portal distribution, and potential research data sources like Morningstar and Zacks.Episode Highlights:00:00 Welcome to FinTech Impact + Meet Mike Wilson (Hamachi)00:30 What Hamachi Does: An AI ‘Governing Intelligence Layer’ for Advisors01:09 Origin Story: From Orion Alumni to Compliant Advisor AI02:52 From Email Add‑On to Guardrailed Chat: Early Product Evolution04:38 Real Advisor Workflows: Daily Dossier & Household Brief in Action08:58 Integration Roadmap: CRM, Portfolio Platforms, and Tax Data (TaxStatus)10:52 Where Hamachi Fits: Embedded AI, API Strategy, and Bot Marketplace14:25 What’s Next: Pathfinder Workflows, Client Portals, and Research Feeds23:28 Why Governance Matters: PII Redaction, Audit Trails, SEC/FINRA Compliance27:21 Rapid‑Fire Wrap‑Up: Industry Wish, Biggest Challenge, and What Excites Mike33:01 Closing Remarks, Call to Action, and Sponsor MessageResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorHamachi.aiLinkedIn - Mike Wilson’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company. Kevin shares the history and evolution of Sovos, its critical role in global tax compliance, and the company’s integration of AI and technology. He also discusses the challenges and future of tax compliance, including the impact of crypto reporting and e-invoicing mandates worldwide. This episode delves into how Sovos helps businesses seamlessly navigate complex tax landscapes and maintain compliance across various countries and tax laws.Episode Highlights:00:00 Introduction to FinTech Impact00:29 Meet Kevin Akeroyd, CEO of Sovos01:26 The Evolution of Sovos03:27 Challenges and Integration05:18 Tax Compliance Complexity09:27 Mid-Market and Down-Market Strategies14:18 Global Tax Compliance Trends16:34 Crypto Reporting and Innovations21:40 AI and Future Prospects28:07 Conclusion and Final ThoughtsResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorSovosLinkedIn - Kevin Akeroyd’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping advisors and enterprises empower individuals financially. They discuss the inception of Troutwood, its goals, and the unique features that help bridge the gap between individuals and financial experts. The conversation also delves into the challenges of financial literacy and how Troutwood's platform is designed to address these issues at scale, ultimately aiming to narrow the wealth gap and ensure financial empowerment for all. If you're looking to enhance the way you manage your clients and offer greater value, especially at scale, this episode is a must-watch.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorTroutwoodLinkedIn - Gene Natali’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Khe Hy, founder of Latour AI. Khe shares his journey of starting Latour AI, a company that helps businesses integrate artificial intelligence into their workflows. They discuss how AI, particularly through vibe coding, can transform daily operations and strategize within companies, especially hedge funds and buy-side firms. Khe provides insights into the various stages of AI implementation, and the challenges and potentials of AI-driven solutions. They also explore practical tips for getting started with vibe coding and how leveraging AI can lead to innovative outcomes. Tune in to learn how to embrace AI to enhance efficiency and solve complex problems in your business.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorLatour AILinkedIn - Khe Hy’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks for financial advisors. Quin integrates with CRMs, emails, and calendars, leveraging AI to perform tasks like note-taking, scheduling, and data entry at a fraction of the cost of a human assistant. Gabe discusses the origins of Quin, its current capabilities, and potential future integrations. He emphasizes the importance of solving real, significant problems with AI, and how Quin's tailored automation offers substantial time savings for advisors. Tune in to learn how Quin can streamline your financial advisory workflow and enhance productivity.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorQuinLinkedIn - Gabe Caldwell’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition system built to drive organic growth for financial advisors. Ian shares the origins, development, and functionality of Vast Advisor, highlighting how it addresses the $8 billion spent annually by advisors on outdated growth tactics. The conversation dives into the complexities of merging AI with effective marketing strategies, emphasizing the role of compliance and real-time campaign optimization. Gain insights into the intersection of technology and wealth management, and discover how Vast Advisor is poised to reshape the industry.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorVast AdvisorLinkedIn - Ian Karnell’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application process for Canadian advisors. Philip discusses his journey in the insurance industry since 2014 and how the challenges faced during COVID-19 led to the creation of Policy Stream. They dive into the current inefficiencies in the insurance sales process and how Policy Stream aims to streamline needs analysis, quoting, application, and compliance for term life insurance. Key topics also include the development hurdles, the cautious engagement with insurance carriers, and the long-term vision for expanding the platform. Tune in to hear Philip's insights on improving productivity for advisors and enhancing the client experience in the insurance sector.Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPolicy StreamLinkedIn - Philip Setter’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira talks with Eden Ovadia, CEO of Finny, a platform designed to help financial advisors grow their businesses organically. Eden shares the origin story of Finny, highlighting how his background in tech and private equity led to the creation of a data-driven solution for prospecting growth. The discussion explores how Finny leverages big data and machine learning to identify potential prospects and detect client intent signals, enabling advisors to effectively match with their ideal clients. Eden also discusses the company's roadmap and the importance of helping advisors articulate their value propositions. This episode is a must-listen for financial advisors seeking to enhance client acquisition, share of wallet, and retention through advanced, data-driven strategies. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Nick Babinsky, Chief Product Officer at Solutions by Text (SBT). They discuss how SBT empowers financial services companies to engage with consumers through SMS and other messaging protocols. The conversation covers SBT's history, the benefits of text-based communications, regulatory challenges, and the future of text messaging in the financial industry. Nick shares insights on high engagement metrics, compliance complexities, and the evolving technology landscape. Tune in to learn how text messaging is transforming consumer interactions in the financial sector. Hosted on Acast. See acast.com/privacy for more information.

Join host Jason Pereira on 'FinTech Impact' as he discusses the foundational elements of AI, specifically data, with Anand Pandya, head of Financial Services for Hakkoda, an IBM company. In this episode, they dive deep into the evolution of data management, the challenges organizations face in maintaining high-quality data, and the importance of clean data for successful AI implementation. Learn about the history of data waves, the pivotal role of cloud platforms like Snowflake, and how big companies can avoid common pitfalls in the AI landscape. Don't miss this insightful conversation packed with expert insights and practical advice for the future of data in financial services. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Mark Heynen, co-founder of Knapsack, an AI-powered platform designed to enhance financial advisory workflows. Mark shares insights on how Knapsack automates administrative tasks by integrating with various data sources and employing natural language agents. He discusses the platform's evolution from a private note-taking tool to a comprehensive agent-based system, capable of handling everything from simple email scheduling to complex tax planning. Mark also touches on the challenges faced in data compliance and the future of AI in financial services. Don't miss this deep dive into how AI is transforming the financial advisory landscape. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Rajesh Jayaraman, founder and CEO of Flextract. Flextract is an innovative onboarding tool designed to help financial advisors streamline the client onboarding process by leveraging AI-powered data extraction. Rajesh discusses the origins of the company, the technology behind their product, and how it enhances both advisor efficiency and client experience. They delve into the challenges of managing disparate client data and the future roadmap for Flextract, including dynamic checklists and advanced report generation. This episode is a must-listen for anyone interested in the future of financial technology and client management. Hosted on Acast. See acast.com/privacy for more information.

In today's episode of FinTech Impact, Jason interviews Antonio Zivanovic, the Founder and CEO of ElektraFi - an online platform that democratizes access to independent financial guidance for employees. Antonio shares the origin story of ElektraFi, its mission to provide cohesive financial insights and advice, and the innovative ways it supports individuals in managing their finances. Listen in as they discuss the importance of financial well-being, AI integration, and future plans for the platform. Ideal for business owners and employers interested in enhancing employee financial health. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Daniel Yoo, the founder of FinMate AI, an AI-driven advisor meeting notation software. Daniel explains the origins of FinMate AI, stemming from his frustrations as a financial advisor with the note-taking process. He delves into the various challenges the company has faced, the hyper-competitive market, and how they plan to differentiate themselves by providing a custom, service-oriented approach rather than a purely scalable software solution. Daniel also shares his insights on the evolving landscape of AI in financial services and emphasizes the importance of realistic, honest conversations within the industry. Tune in to learn more about the future of AI in financial advising and how FinMate AI aims to stand out in a crowded field. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira talks with David Weinstein, CEO, and co-founder of KayOs, a company helping businesses become AI-native by structuring their data and operations. David shares how KayOs organizes both structured and unstructured data into contextual graphs to enhance AI and agent capabilities within organizations. They discuss the origins of KayOs, the challenges businesses face with data management, and the various tools and models used to make data actionable. The conversation also delves into the future of AI, its ethical implications, and how companies can adopt AI technologies without losing the human touch. Tune in to learn about the innovative approaches KayOs employs to turn business data chaos into order. Hosted on Acast. See acast.com/privacy for more information.

In this milestone episode of FinTech Impact, Jason Pereira celebrates the 400th episode with special guest Julia Carreon. Julia, a respected executive with over 25 years of experience in financial services, discusses her impressive career and her stance on digital transformation within the industry. She highlights her notable achievements, including leading digital initiatives at Wells Fargo and Citibank. The discussion delves into the challenges of implementing AI and innovative technologies in traditional banking systems, the importance of execution, and the complexities of integrating new technologies in an industry hampered by outdated systems and organizational bureaucracy. Julia also shares her views on the pitfalls of the robo-advisor hype and the importance of proper onboarding processes. This episode offers a candid, in-depth look at what it takes to drive real change in financial services. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira welcomes Matthew Halloran, co-founder of ProudMouth. ProudMouth has become a leading podcast platform for financial advisors, helping them develop and broadcast their voices. They recently introduced Influence Snapshot, a tool designed to identify marketing gaps and boost an advisor's influence. Matt and Jason delve into the importance of niche marketing, detailed content strategies, and the impact of consistent branding. They also explore how Influence Snapshot can provide key insights into areas such as audience targeting, brand credibility, and content synergy. Join them for an informative conversation on enhancing advisory practices through effective content marketing. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Periera interviews Srikanth Narayan, CEO of Cache, and Wesley Gray, CEO of Alpha Architect and ETF Architect. The discussion centers around their collaborative effort to bring sophisticated financial solutions, specifically 351 and exchange funds, to a broader audience. They delve into the workings of Cache, a modern brokerage for concentrated stock positions, and Alpha Architect's focus on creating tax-efficient ETFs. This episode highlights the challenges of concentrated stock holdings and how these innovative financial products can help mitigate risk and promote diversification. Together, they emphasize the importance of financial education and transparency in making these solutions accessible to more investors. Tune in to learn how Cache is revolutionizing the financial landscape. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Veer Gidwaney, CEO and founder of Ansel Health, a company providing innovative supplemental health insurance designed to cover 13,000 medical conditions with automatic claims processing. Veer explains the motivation behind starting Ansel Health, emphasizing the need to ease financial burdens caused by medical events thanks to high deductibles in traditional health plans. He details how Ansel Health differentiates itself from incumbents by offering a broader range of coverage and simplified, automated claims, leading to higher utilization and customer satisfaction. Veer also discusses the company's focus on delivering value to end users and the significant challenges faced in changing industry perspectives on health insurance. Employers and employees can learn how Ansel Health aims to create a hassle-free experience and potentially ease the burden on HR departments. Tune in to learn more about how Ansel Health is transforming supplemental health insurance in the US. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Anna Mouland, CEO and co-founder of Bequest, an innovative B2B SaaS platform designed to automate and streamline the administration of trust estates and powers of attorney. Anna explains how Bequest enhances efficiency for legal professionals with features like an advanced accounting module and automated intake processes. She shares the company's origins, discusses the challenges of estate adjudication, and highlights the importance of a comprehensive end-to-end solution in the legal tech space. Listen in to learn how Bequest is revolutionizing the tedious tasks involved in estate administration and making life easier for both professionals and clients. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Periera interviews Doug Ricket, founder and CEO of PayJoy. They discuss PayJoy's journey from financing smartphones to providing comprehensive credit solutions in emerging markets. Doug shares insights on utilizing technology to secure loans, the challenges of serving unbanked populations, and PayJoy's mission as a public benefit corporation to promote financial inclusion. The conversation also explores the use of predictive AI in credit scoring and the impact of regulatory frameworks on their lending operations. Learn how PayJoy is transforming access to financial tools and services across the globe. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira sits down with Lacey Shrum, founder of Smart KX, to discuss how her innovative platform is transforming revenue management for Registered Investment Advisors (RIAs).Lacey shares her journey from law to fintech, the challenges advisors face with billing and compliance, and how Smart KX automates complex fee calculations, improves business intelligence, and streamlines compliance. Discover how RIAs can increase revenue, gain actionable insights, and operate more like businesses than practices.If you’re an RIA looking to optimize your billing cycle and grow your business, don’t miss this episode! Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Andrew Jamison, co-founder and CEO of Extend. Extend is a platform that enhances traditional banking services by offering innovative payment processing and management tools specifically designed for emerging middle-market businesses. Andrew shares the origin story of Extend, how it collaborates with traditional banks, and the platform's focus on providing seamless and automated spend and expense management solutions. They discuss the challenges of integrating with traditional banking systems, the advantages of virtual cards, and the future of embedded finance in B2B transactions. If you're looking to streamline finance operations within your business, this episode is a must-watch. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Russell Kroeger, CEO and founder of Trayecto. Trayecto is an online platform designed to assist advisors by providing in-depth tax information for clients with complex compensation models, such as equity compensation and self-employment. Russell shares the origins of Trayecto, the challenges faced by their target clients, and how Trayecto's innovative tools offer more precise tax projections and seamless financial planning. Discover how Trayecto integrates with financial planning and tax preparation tools, and Russell’s vision for the future of the company. Stay tuned for insights into the evolution of the financial planning profession and the energizing journey of building a pioneering FinTech solution. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, Jason Pereira interviews Daniel Alfi, CEO and co-founder of Fifr, a platform combining investing, financial wellness, personal money automation, and financial advice in one package. Daniel shares his journey from a financially strained college student to a financial wellness advocate, his career at Morgan Stanley and Iconic Capital, and the inception of Fifr. They discuss the evolution, execution, and user experience of Fifr, emphasizing its focus on high-income earners and tech workers. Daniel also elaborates on the platform's unique features, including proactive tax management and AI chat assistants, as well as his vision for the future. Tune in to learn how Fifr aims to democratize good financial habits and optimize client outcomes through innovation and technology. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients. Sam discusses the origin of Wealthfeed, its development, and how the platform uses data to pinpoint life events that signal potential clients. The discussion includes practical advice on targeting prospects without appearing intrusive and the value of automated, compliant marketing. Tune in to learn how Wealthfeed leverages data to drive organic growth and add value to financial advisory practices. Hosted on Acast. See acast.com/privacy for more information.

Join host Jason Pereira as he converses with Divine, the visionary behind Notes Technology. This innovative platform empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge. Learn about the longstanding issues within the traditional music industry and how Notes Technology is levelling the playing field for artists. From financial literacy to AI-powered support, discover how this platform is transforming the careers of creatives. Don't miss this insightful episode on how to monetize artistic talents without the exploitative middlemen. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Adam Famularo, CEO of Workfusion. They discuss Workfusion's innovative use of artificial intelligence to combat financial crimes, specifically anti-money laundering, and the development of AI agents for compliance in banks. Adam explains how machine learning models, developed in collaboration with multiple banks, are packaged into digital workers, now called AI agents, which significantly expedite processes such as transaction screening and KYC (Know Your Customer). They also dive into the concept of human-in-the-loop, the importance of purpose-built AI, and the transformation of traditional financial compliance roles through AI integration. This interview offers a deep dive into the future of fraud detection and compliance in the financial sector. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for investment management that covers front, middle, and back office functionalities. Alex dives into Ridgeline's inception, the all-in-one approach for asset managers, and how they're leveraging artificial intelligence to enhance operational efficiency. They also discuss the historical deficiencies in financial software, the conservative nature of asset managers in adopting new tech, and what's on the horizon for AI applications within Ridgeline. Hosted on Acast. See acast.com/privacy for more information.

Welcome to FinTech Impact! In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. Symmetry Systems specializes in securing enterprise data, by managing access points, and monitoring data flows. Claude shares the company's history, their unique approach to data security, and how they minimize attack vectors while optimizing data access. The discussion highlights the importance of viewing data both as an asset and a potential liability. Gain insights into how Symmetry's innovative solutions have led to substantial cost savings and improved security for large enterprises. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and analyze massive amounts of data for better decision-making in RIA acquisitions. The conversation also covers how the platform provides significant advantages to both buyers and sellers in the highly fragmented RIA market. Listeners will hear about the challenges, future plans, and the potential for AI to transform the industry. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's balance sheet, income statement, and asset allocation. He shares insights from his extensive 36-year career in financial advising and the motivations behind founding Bonsai during the global financial crisis. The conversation dives into the mechanics of ALM, the significance of risk-based products like annuities, and the challenges and opportunities in integrating investment and insurance solutions. Tune in to learn how Bonsai is making comprehensive retirement planning accessible to all investors. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org. Daffy.org is a pioneering online platform designed to simplify charitable giving through a modern donor-advised fund. Adam discusses the motivation behind creating Daffy, which was influenced by the technology innovations and community needs highlighted during the pandemic. He elaborates on the functionality and benefits of Daffy, including the ease of setting aside funds for charity in a tax-advantaged manner, and the platform's ability to handle various asset types, including crypto and private stock. Adam also highlights the challenges of building trust, educating potential users, and innovating in a staid industry. The episode concludes with discussions on Daffy's pricing model, competitive advantages, upcoming features, and the long-term mission of making charitable giving more accessible and consistent for everyone. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira talks with Era Jain, co-founder and CEO of Zeplyn, about how her company is transforming the wealth management industry through AI-powered automation. Zeplyn aims to streamline the cumbersome and time-consuming tasks associated with client meetings for financial advisors, thereby allowing them to focus more on client relationships and growth activities. Jain shares the origin story of Zeplyn, their innovative approaches to integrating AI into financial workflows, and their vision for the future, including client and practice intelligence. The episode also touches on the challenges and successes of implementing AI in an industry that often relies on outdated technology. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Prashant Fuloria, CEO of Fundbox. They discuss how Fundbox is revolutionizing access to capital for small businesses by providing financing solutions embedded into existing workflows and digital tools. Prashant explains their approach to reducing friction in financing, the types of products they offer, and how they leverage data and AI for better underwriting decisions. They also explore Fundbox's growth strategies, including product expansion, partnerships with banks, and geographical expansion, and touch upon the challenges and future of small business financing. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews John Wise, CEO and Chair of Communify Fincentric. John discusses the history and merger of Communify and Fincentric, highlighting their journey from data aggregation and visualization in the early 90s to becoming a significant platform that handles billions of data requests daily. They also delve into the challenges and strategies for managing vast amounts of data, the importance of trusted data sources, and the innovative use of deterministic AI in data storytelling and visualization. Hosted on Acast. See acast.com/privacy for more information.