Fintech Impact

During this 36th episode of the Fintech Impact podcast, Jason Pereira interviews Ben Harrison, Partner and Head of LP Engagement & Partnerships at Portag3 Ventures, one of the top venture capital firms in the fintech space. ● 00:56 – Portag3 is made of two funds that handle areas like blockchain and A.I.. ● 02:19 – Ben has just over 16 years with Great West Life. ● 05:08 – Financial customers want the same user experience that they are familiar with from Amazon and Google. ● 10:28 –...

During this 35th episode of the Fintech Impact podcast, Jason Pereira interviews Chad Davis, the Co-Founder of LiveCA, which is an accounting firm rather than a fintech. What makes LiveCA an excellent company to talk about on Fintech Impact is that it is a next generation company with no fixed address, it has about 60 employees from all around the world, and it communicates and renders their service offers using a number of technology tools and fintech tools—some that have been featured on...

During this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions to clients. Learn the story behind this fintech company, what they are offering present and future clients, and what it took to bring this company to fruition. ● 00:53 – WealthBar doesn’t have physical offices—everything is done online...

During this 33th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Johnathan Holland, the Founder and CEO of Curexe, that provides tools for enabling online foreign exchange transactions at reasonable rates—including a new product that will allow users to take payment with Interac. Time Stamped Show Notes: ● 00:55 – Curexe assists businesses to send and receive money. ● 01:34 – Johnathan Holland...

During this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to creating Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada. ●01:11 –...

In this 31st episode of Fintech Impact, Jason Pereira interviews Kesem Frank, Co-Founder, and COO of Nuco, a company that helps implement blockchain technology for financial service companies—in banking and securities. Kesem will speak about his career in Nuco, the effects of the blockchain, and cryptocurrencies, of which he has his own. ● 01:00: – Kesem started Nuco with two partners: Matthew Spoke and Jin Tu. ● 02:30: – Nuco was faced with the question of serving or building? ● 03:24:...

In this 30th episode of the Fintech Impact podcast, Jason Pereira interviews Amelia Young the Founder of Upside Consulting, which works within the fintech space, advising enterprises on how they can meet the challenges of the technology world and how it impacts finance. ● 00:49 – Amelia founded the Upside Consulting firm about 12 years ago ● 01:33 – She started off her career an equity analyst and trader, did investor relations, and ended up in corporate strategy. ● 04:15 – The biases...

In this 29th episode of Fintech Impact, Jason Pereira interviews Danish Yusef, the CEO and Co-Founder of Zensurance, a Canadian organization that manages the insurance needs of startups and small businesses. ● 01:09: – Zensurance helps small business manage and curate their insurance affairs. ● 01:40: – Danish is a software engineer by trade, and worked as a developer at IBM. ● 03:50: – Most people in the insurance industry have grown up in the industry— change is slow. ● 05:15: –...

In this 28th episode of the Fintech Impact podcast, Jason Pereira interviews Eva Wong, the Co-Founder and Chief Operating Officer of Borrowwell. As a Canadian credit score and lending recommendation engine, Borrowwell helps people manage their credit score and gives them advice on how to apply for credit cards and other solutions to improve their credit. ● 01:14 – Borrowwell was the first company to give Canadians their credit scores for free. ● 02:07 – Eva Wong doesn’t come from...

In this 27th episode of the Fintech Impact podcast, Jason Pereira interviews Davyde Wachell, a Stanford graduate in artificial intelligence and the CEO of Responsive AI. ● 01:26 – The integral trust of clients comes from: service excellence and actionable insights. ● 02:30 – Davyde studied AI before it became overwhelmingly popular. ● 03:20 – Responsive AI identifies through aspects of who the client is or where they are in their life, that could be acted on to help both the client...

In this 26th episode of Fintech Impact, Jason Pereira has an interview with Don Whalen, the Co-Founder and CEO of PreciseFP, a Unites States-based questionnaire company. PreciseFP makes it easy for financial advisers to make custom questionnaires that integrate into various utilities. ●01:03: – PreciseFP is involved in gathering data and engaging. ●02:14: – Don started off in IT for a company called SAP. ●04:49: – PreciseFP is highly customizable for financial advisors through a...

Summary: In this 25th episode of the Fintech Impact podcast, Jason Pereira interviews Richard Arundel, the North American General Manager for Currencycloud, that is a solution for international exchange online through a series of APIs. Richard discusses his involvement in the company and the ways in which it is expanding. Show Notes: ●01:11 – Currencycloud offers a payment software that enables companies to optimize their payment process. ●03:01 – Currencycloud began in 2012. ●07:26 –...

Summary: In this 24th episode of the Fintech Impact podcast, Jason Pereira interviews Charlie Conron, the CTO, and Co-Founder of Life Design Analysis, an online tool for analysis and illustration of different insurance policies and products available to customers. Life Design Analysis is both a sales tool and tracking tool that allows financial advisors to track their policies and mine the data. Show Notes: ●01:09 – LDA is designed to help advisors service existing policyholders as well...

This is the 23rd episode of the Fintech Impact podcast, and Jason Pereira interviews Ben Styles, the General Manager of product and Partner Development for Xero, one of the world’s leading online accounting software programs. Learn more about Ben’s work with Xero, and how the company is impacting the Fintech industry. ●02:56 – Xero started with the concept of a single ledger in the cloud, then an account or a bookkeeper for a small business able to work in this space in real time. ●03:45...

In this 22th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host shares a recording of his presentation at the Wealth Professional Summit on Leadership and Technology that occurred on May 30th, 2018 in Toronto at The Westin Harbour Castle. Jason’s discussion covers a series of tech tools that are of use to financial planners and advisors. Show Notes: ● 01:06: – Technology Tools for Practice Management and Efficiency is the name...

During the 21st episode of Fintech Impact, Jason Pereira interviews Othalia Doe-Bruce, the Public Relations Officer for One Ledger, that creates an API level so that blockchains can communicate with each other. The discussion revolves around what One Ledger has to offer, how it is being funded, and the Blockchain Hub education group. ● 01:24: – One Ledger technology is trying to resolve the issues related to blockchains not being able to communicate with one another. ● 02:29: – Othalia...

In this 20th episode of the Fintech Impact podcast, Jason Pereira is actually the one getting interviewed this time by his colleague, financial advisor Guy Anderson. The goal will be to identify and define the acronyms, nomenclature, and tech speak that is typically used in Fintech Impact, and in the industry at large. Consider this Fintech 101. ●02:38 – API: stands for application protocol interface. APIs are rules or a language that a company puts out there for something else to talk to...

This is the 19th episode of the Fintech Impact podcast, and Jason Pereira interviews Eric Arnold, the Chief Executive Officer at Planswell, an online financial planning software platform that is really targeted at individual consumers, helping customers implement their financial self-planning. Eric shares how Planswell was started, its capabilities, and ways in which it continues to expand. ● 01:36 – Eric began his career starting many businesses including tea at shopping malls, driveway...

This is the 18th episode of the Fintech Impact podcast, and Jason Pereira interviews Anthony Stich, the Chief Operating Officer of Advicent, the largest provider of financial software in the world. Anthony shares information reguarding Advicent’s product line which includes NaviPlan, the power of their advancements and influence, and the ways in which they are able to service their clients. ● 01:06 – Advicent is the financial software developer that created NaviPlan. They are in seven...

This 17th episode of Fintech Impact, Jason Pereira interviews Yves-Gabriel Leboeuf, Founder and CEO at Flinks, a Canadian-based data aggregation software company that pulls data from various financial institutions, allowing third parties to use that data. Over the course of the discussion, Yves-Gabriel Leboeuf explains how Flinks began, what products they are offering, and how the data aggregation world is taking shape. ● 01:02: – Flinks began about 16 months ago in Montreal, connecting...