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Fintech Impact

Technology Podcasts

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. See acast.com/privacy for privacy and opt-out information.

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. See acast.com/privacy for privacy and opt-out information.

Location:

Canada

Description:

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. See acast.com/privacy for privacy and opt-out information.

Language:

English


Episodes

Metaco with Adrien Treccani | E169

4/13/2021
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.

Duration:00:29:20

Cinchy with Dan DeMers | E168

4/6/2021
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.

Duration:00:34:25

Epilogue Wills with Arin Klug | E167

3/30/2021
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 –...

Duration:00:32:18

Timeline with Abraham Okusanya | E166

3/23/2021
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...

Duration:00:30:07

Zafin with Meenaz Sunderji | E165

3/16/2021
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...

Duration:00:30:02

Unison with Thomas Sponholtz | E164

3/9/2021
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...

Duration:00:29:46

Open Banking 5: Wrap Up with Clayton Feick | E163

3/2/2021
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.

Duration:00:31:35

Open Banking 4: Global Contrast with Edward Berks, Davyde Wachell, & Chad Davis | E162

2/23/2021
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...

Duration:00:46:30

Open Banking 3: Canada with Ben Harrison, Andrew Moor, & Daniel Eberhard | E161

2/16/2021
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...

Duration:00:46:05

Open Banking 2: U.S. with Frederik Mennes, John Pitts, & Yoseph West | E160

2/9/2021
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...

Duration:00:47:18

Open Banking 1: Europe with Hesus Inoma & Daniel Döderlein | E159

2/2/2021
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...

Duration:00:58:20

Upside Foundation with Jennifer Couldrey | E158

1/26/2021
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...

Duration:00:32:05

Xendoo with Lil Roberts | E157

1/19/2021
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...

Duration:00:28:54

Act Analytics with Zachary Dan | E156

1/12/2021
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...

Duration:00:28:36

Billd with Christopher Doyle | E155

1/5/2021
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...

Duration:00:27:02

2020 Year In Review with Jason Pereira | E154

12/29/2020
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.

Duration:00:24:32

Canaree with Sara Green Broderson | E153

12/22/2020
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...

Duration:00:27:47

Ortec with Richard Owen | E152

12/15/2020
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? ●...

Duration:00:34:40

iComply with Matthew Unger | E151

12/8/2020
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...

Duration:00:29:30

FP Pad with Bill Winterberg | E150

12/1/2020
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...

Duration:00:48:41