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The Fintech Impact Podcast

@fintech_impact

Exploring the Future of Finance

fintechimpact.co
Joined January 2018
  • Tweets1.5K
  • Following838
  • Followers435
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"In our industry, experience matters immensely. Having someone who truly understands the nuts and bolts of wealth management technology can be a game-changer for firms." #FintechImpact #Podcast jasonpereira.ca/all-content-…
F2 Strategy with Doug Fritz | E336 — JasonPereira.ca

F2 Strategy with Doug Fritz | E336 — JasonPereira.ca

In this episode of Fintech Impact, Jason Pereira interviews Doug Fritz, CEO and Founder of F2 Strategy. He delves into the complexities technology brings into the financial advisory and brokerage...

jasonpereira.ca
230
"In our industry, simplifying complex solutions into relatable benefits is key. It's about making technology accessible and understood."#FintechImpact #Podcast jasonpereira.ca/all-content-…
Brand Evangelism with Diana Cabrices | E334 — JasonPereira.ca

Brand Evangelism with Diana Cabrices | E334 — JasonPereira.ca

Jason Pereira interviews Diana Cabrices, Founder of Diana Cabrices Consulting. Known as the chief hype woman of the Fintech industry in the US, she explains her role in amplifying brands through...

jasonpereira.ca
195
"Transforming tech challenges into in-house solutions has set us on a unique path of innovation." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Potomac Fund Management with Manish Khatta | E333 — JasonPereira.ca

Potomac Fund Management with Manish Khatta | E333 — JasonPereira.ca

In this episode, Jason Pereira invites Manish Khatta, CEO of Potomac Fund Management. Unlike the usual Fintech discussions, this episode sheds light on the unique experience of solving technology...

jasonpereira.ca
58
"We're all here for a short visit on the blue planet. Make a conscious choice on how you're going to live it." #FintechImpact#Podcast jasonpereira.ca/all-content-…
Financial Designs with Rick Scruggs | E332 — JasonPereira.ca

Financial Designs with Rick Scruggs | E332 — JasonPereira.ca

In this episode of Fintech Impact, Jason Pereira interviews Rick Scruggs, the CEO and founder of Financial Designs. The dialogue primarily explores how successful advisors can scale their practices...

jasonpereira.ca
43
"The transformative power of employee ownership trusts aligns profit with purpose."#FintechImpact #Podcast jasonpereira.ca/all-content-…
Employee Ownership Trusts Revisited with Jon Shell | E120

Employee Ownership Trusts Revisited with Jon Shell | E120

Jon Shell returns to discuss Canada's newly passed employee ownership trust legislation. The episode covers the tax incentives designed to make selling to employees attractive, what an EOT means for...

businessownerfp.ca
22
"Bridging the gap between financial advisors and business owners requires more than just intent; it requires innovative tools and technology." #FintechImpact #Podcast jasonpereira.ca/all-content-…

RISR with Jason Early | E332 — JasonPereira.ca

In this episode, Jason interviews Jason Early, the Founder and CEO of RISR. They discuss how RISR is innovating the way financial advisors interact with and provide value to business owners, aiming...

jasonpereira.ca
15
"In the era of AI, embracing technology to enhance our humanity is not just possible; it's necessary." #FintechImpact #Podcast jasonpereira.ca/all-content-…

Lydia with Brian Portnoy and Andrew Smith Lewis | E330 — JasonPereira.ca

In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial...

jasonpereira.ca
16
"Understanding the gap between how advisors perceive their service and the actual client experience can unlock transformative growth opportunities." #FintechImpact #Podcast jasonpereira.ca/all-content-…

Practice Intel with Tom Rieman | E328 — JasonPereira.ca

Jason interviews Tom Rieman, CEO and founding partner of Practice Intel, a platform that leverages a data-driven approach to aid advisors in understanding and expanding the organic growth of their...

jasonpereira.ca
21
"Bringing technology to investors and advisors to confidently invest in private markets eliminates the opaqueness and magnifies opportunities." #FintechImpact #Podcast jasonpereira.ca/all-content-…

Opto Investments with Ryan VanGorder | E327 — JasonPereira.ca

In this enlightening episode of Fintech Impact, host Jason Pereira welcomes Ryan VanGorder, CEO of Opto Investments, to delve into how Opto Investments revolutionizes private market investments...

jasonpereira.ca
28
"8Twelve Mortgages isn't just changing the game; we're redefining how stakeholders experience the mortgage process, from initiation to completion." #FintechImpact #Podcast jasonpereira.ca/all-content-…
8Twelve Mortgages with Gary Fooks | E326 — JasonPereira.ca

8Twelve Mortgages with Gary Fooks | E326 — JasonPereira.ca

In this episode of Fintech Impact, Jason interviews Gary Fooks, CEO and Co-Founder of 8Twelve Mortgages. They dive deep into how 8Twelve Mortgages is revolutionizing the mortgage broker industry by...

jasonpereira.ca
33
"A financial plan should be as unique as the individual it serves, considering every possible aspect of their financial life." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Libretto with Jeff Coyle | E325 — JasonPereira.ca

Libretto with Jeff Coyle | E325 — JasonPereira.ca

Jason welcomes Jeff Coyle, CEO of Libretto, a platform designed to revolutionize financial planning by incorporating a comprehensive view of a client's total asset picture. They dive into how...

jasonpereira.ca
1
34
"Making something people want, seeing it solve real problems for advisors, that's what excites me." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Savvy Wealth with Ritik Malhotra | E324 — JasonPereira.ca

Savvy Wealth with Ritik Malhotra | E324 — JasonPereira.ca

Jason welcomes Ritik Malhotra, Co-Founder and CEO of Savvy Wealth, to discuss the intricacies of their digital platform designed to empower financial advisors. They dive into the platform's capabil...

jasonpereira.ca
1
30
"Our mission is to be the source of truth when it comes to client meeting interaction data." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Mobile Assistant Revisited with Corey Westphal | E323 — JasonPereira.ca

Mobile Assistant Revisited with Corey Westphal | E323 — JasonPereira.ca

Jason welcomes back Corey Westphal, from Mobile Assistant. Corey discusses the evolution of Mobile Assistant since his last interview, focusing on its adaptation for the future. Together, they delve...

jasonpereira.ca
32
"By simplifying the complex, we make alternative investments more accessible and manageable." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Arch with Ryan Eisenman | E322 — JasonPereira.ca

Arch with Ryan Eisenman | E322 — JasonPereira.ca

Jason interviews Ryan Eisenman, Co-founder and CEO of Arch, a platform designed to streamline the handling of alternative investments for advisors and their back offices. Ryan explains the challenges...

jasonpereira.ca
10
"With Advisor Brand Builder, transforming branding from months and thousands of dollars to days and cost-effective solutions is now a reality." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Advisor Brand Builder with Tina Powell | E321 — JasonPereira.ca

Advisor Brand Builder with Tina Powell | E321 — JasonPereira.ca

Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand...

jasonpereira.ca
29
"In our industry, simplifying data integration is not just a convenience, it's a game changer." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Dispatch with Madalyn Armijo | E320 — JasonPereira.ca

Dispatch with Madalyn Armijo | E320 — JasonPereira.ca

Jason welcomes Madalyn Armijo, Co-founder and COO of Dispatch, a platform designed to integrate multiple financial advisory systems. They discuss its inception, its mission to eliminate redundant...

jasonpereira.ca
11
"Investing in real estate requires a big team. We're looking to facilitate that collaboration within our platform." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Investium with Jonathan Faerman | E319 — JasonPereira.ca

Investium with Jonathan Faerman | E319 — JasonPereira.ca

In this episode of Fintech Impact, Jason Pereira interviews Jonathan Faerman, founder of Investium, a revolutionary platform that facilitates co-investing in real estate by connecting like-minded...

jasonpereira.ca
22
"In our industry, transformation has many faces but one core: the shift towards personalized, decentralized finance." #FintechImpact #Podcast jasonpereira.ca/all-content-…
The Great Transition with Emmanuel Daniel | 318 — JasonPereira.ca

The Great Transition with Emmanuel Daniel | 318 — JasonPereira.ca

In this episode of Fintech Impact, Jason Pereira interviews Emmanuel Daniel, the founder of TAB Global, to discuss his groundbreaking book "The Great Transition." This book explores the seismic...

jasonpereira.ca
14
"In our journey with SORA Finance, we've seen first-hand how critical managing liabilities is, not just for the financial health of clients but as a service differentiator for advisors." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Sora with Rohit Agarwal | E317 — JasonPereira.ca

Sora with Rohit Agarwal | E317 — JasonPereira.ca

Jason talks to Rohit Agarwal, Co-CEO of SORA Finance. They delve into the revolutionary platform SORA Finance, which empowers advisors to effectively manage and discuss clients' debt and debt...

jasonpereira.ca
4
"Online reviews will become a common part of the financial advisor experience." #FintechImpact #Podcast jasonpereira.ca/all-content-…
Amplify Reviews with Whit Lanier | E316 — JasonPereira.ca

Amplify Reviews with Whit Lanier | E316 — JasonPereira.ca

Jason talks to Whit Lanier, CEO and Co-founder of Amplify Reviews, about how financial advisors can harness the power of online reviews to enhance their visibility and attract more clients. Lanier...

jasonpereira.ca
16
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