Fintech Impact

In this 169th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Adrien Treccani, Founder and CEO of Metaco, a company that enables traditional financial institutions to offer their clients blockchain solutions! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comMetaco.com See acast.com/privacy for privacy and opt-out information.

In this 168th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Dan DeMers, CEO and Cofounder of Cinchy, a next–generation data–management platform that utilizes data fabric with the end goal of data autonomy! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comCinchy.com See acast.com/privacy for privacy and opt-out information.

In this 167th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Arin Klug, Cofounder of Epilogue, an online will kit that helps people leave behind a legacy that does not bring their loved ones massive pain by enabling them to take control of their will! Episode Highlights: 0:32 – Arin Klug introduces Epilogue and how it helps people. 1:06 – How did Epilogue come to fruition and what motivated its creation? 3:38 –...

In this 166th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Abraham Okusanya, CEO and Founder of Timeline. Timeline is an online platform that allows people to stress test the decumulation phase of their life and come up with a plan to deal with it! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comTimelineapp.comKitces.com See...

In this 165th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Meenaz Sunderji, the Executive VP at Zafin. Zafin is a banking software platform that helps financial institutions personalize their services for their customers! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comZafin.com See acast.com/privacy for privacy and opt-out...

In this 164th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Thomas Sponholtz, CEO of Unison, a company that enables equity financing of residential real estate and gives institutional investors access to the world’s largest asset class! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comUnison.com See acast.com/privacy for...

In this 163rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Clayton Feick (Flinks) to go over the fundamental concepts of Open Banking! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comFlinks.io See acast.com/privacy for privacy and opt-out information.

In this 162nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edward Berks (Xero), Davyde Wachell (Responsive AI), and Chad Davis (LiveCA) on what works and doesn’t work with Open Banking in different countries around the world! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comXero.comLiveCA.caResponsive.ai See acast.com/privacy...

In this 161st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is joined by Ben Harrison (Portag3 Ventures), Andrew Moor (EQ Bank), & Daniel Eberhard (KOHO) for part 3 of his series on Open Banking. This one is all about Canada! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comPortag3 VenturesEQ BankKOHO See acast.com/privacy for privacy...

In this 160th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Frederik Mennes (OneSpan), John Pitts (Plaid), & Yoseph West (Relay) to discuss the state of Open Banking in the United States! Episode Highlights: ● 0:50 – John Pitts introduces himself and Plaid. ● 1:32 – Yoseph West introduces himself and Relay. ● 2:08 – Frederik Mennes introduces himself and OneSpan. ● 3:22 – What is the state of affairs in the US...

In this 159th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Hesus Inoma and Daniel Döderlein. As 2 pioneers of Open Banking in Europe, Daniel and Hesus are here to discuss the current movements and innovations of world leaders in European Banking! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comBbvausa.com/Visa–Plaid...

In this 158th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian business founders who wish to make a positive impact on the future of their communities! Episode Highlights: 3 Key Points Tweetable Quotes: Resources...

In this 157th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lil Roberts, CEO of Xendoo, an online accounting firm that aims to serve small businesses by simplifying the bookkeeping process! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comXendoo.comXeroQuickBooksThe Coming of The Human Knowledge – Work Cloud See...

In this 156th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zachary Dan, CoFounder and CTO of Act Analytics, a platform that helps financial advisors make better decisions around environmental, social, and governmental factors! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comAct-analytics.comTruvaluelabs.com/ See...

In this 155th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Christopher Doyle, the CEO of Billd, a vendor–financing company that allows contractors to purchase materials via credit so they can take on bigger projects! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comBilld.com/ See acast.com/privacy for privacy and opt-out...

In this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comFpalpha.com/Cinchy.com/ See acast.com/privacy for privacy and opt-out information.

In this 153rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sara Green Broderson from Canaree, an online projection tool that holds the hands of startups by building their financial model and providing financial advice! Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: FacebookLinkedInFintechImpact.coJasonPereira.caWoodgate.comCanaree.coLinkedIn See acast.com/privacy for privacy and...

In this 152nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Richard Owen, VP of Sales for Retail Wealth Management in North America for Ortec, a company that projects out returns for a variety of asset classes through the use of sophisticated econometric models! Episode Highlights: ● 0:39 – Richard Owen introduces Ortec and the services it provides. ● 3:02 – How did Richard come to be involved with Ortec? ●...

In this 151st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matthew Unger, the CEO of iComply, a company that deploys intelligent compliance management services! Episode Highlights: ● 0:35 – Matthew Unger introduces iComply. ● 1:18 – What was the origin of iComply and why did Matthew create it? ● 5:21 – How is iComply different from its competition? ● 8:49 – Jason translates iComply’s platform into layman’s...

In this 150th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Bill Winterberg, Founder of FP Pad, a source of educational content on tech for financial advising and forecasting. Bill is here to have a friendly chat about the current state of affairs as well as the future of tech in the world of financial advising! Episode Highlights: 3 Key Points Tweetable Quotes: Resources...