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Fintech Impact

Technology Podcasts


Location:

Canada

Language:

English


Episodes

Celent with Awaad Amir (Analyst) & Neil Sheehan (Analyst) | E114

3/24/2020
Summary: In this 114th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Neil Sheehan and Awaad Amir who both work in the roles of Research & Advisory at Celent. Celent is a consultant to large financial and Fortune 500 institutions that deals with how they can better adapt to technological challenges that they are facing. Awaad Amir and Neil Sheehan discuss the uses and developments of voice activation. Episode...

Duration:00:46:21

Dialogue Health with Zack Brown (VPS) | E113

3/17/2020
Summary: In this 113th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zack Brown, Vice President of Sales at Dialogue in Montreal. Dialogue is a telehealth service that enables you to access healthcare right from your smart phone in a fast, user-friendly, and convenient manner. Zack Brown discusses how Dialogue began, how they service their ideal customers, and the benefits of Dialogue. Episode Highlights: ●...

Duration:00:28:54

Addapar with Natalie Sunderland (CMO) | E112

3/10/2020
Summary: In this 112th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Natalie Sunderland, Chief Marketing Officer of Addepar, to talk about embracing risk, the benefits of technology, and the importance of advancing data reporting in wealth management. Episode Highlights: ● 01:03: – Addepar is a wealth management platform that specializes in data aggregation and performance reporting that currently has $1.7...

Duration:00:27:14

eSentire with J. Paul Haynes (President) | E111

3/3/2020
Summary: In this 111th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes J. Paul Haynes, President and COO of eSentire, to talk about evolving cybersecurity threats, the challenges of the mid-size market, and more. Episode Highlights: ● 00:58: – eSentire is disrupting the way cybersecurity is managed. ● 03:28: – There are over 70 categories of cybersecurity companies because the problem keeps changing as technology...

Duration:00:39:05

True Accord with Ohad Samet (CEO) | E110

2/25/2020
Summary: In this 110th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Ohad Samet, Co-founder and CEO of True Accord, to talk about leading with empathy even in debt collection, how True Accord’s debt collection model has impacted both creditors and debtors, and more. Episode Highlights: 3 Key Points Tweetable Quotes: Resources...

Duration:00:30:04

Lead Pilot with Samantha Russell (CEO) | E109

2/18/2020
Summary: In this episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews returning guest Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten. This time around, instead of discussing Twenty Over Ten, Samantha has come to talk about Lead Pilot, which is Twenty Over Ten’s content marketing platform for financial advisors. Samantha also explains inbound marketing, why it is so effective, and how...

Duration:00:30:56

ConnectionPoint with Daryl Hatton (CEO) | E108

2/11/2020
Summary: In this 108th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Daryl Hatton, Founder and CEO of Connection Point, to talk about Connection Point’s crowdfunding model, some major successes challenges the platform has faced, the psychology behind philanthropy, and more. Episode Highlights: ● 00:35: – Connection Point is a social commerce company that helps people crowdfund money for personal and...

Duration:00:34:01

Limelight Health with Garrett Viggers (Co-Founder) | E107

2/4/2020
Summary: In this 107th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Garrett Viggers. Co-Founder at Limelight Health, a company that is working to digitize the entire experience of insurance applications from start to finish. Garrett Viggers talks about how Limelight Health got started, obstacles in getting the industry to accept innovation, and not trying to be a one-stop solution for everything. Episode...

Duration:00:43:45

Utrust with Filipe Castro (CIO) | E106

1/28/2020
In this 106th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Filipe Castro, co-founder and CIO of Utrust, to talk about Utrust’s growth strategy, how blockchain payment technology competes with credit cards and other existing forms of payment, the future of payment tech, and more. Episode Highlights: 3 Key Points Tweetable Quotes: Resources Mentioned: WebsiteUtrust websiteUtrust TwitterFilipe Castro...

Duration:00:32:06

Better Money Choices with Doug Dahmer (CEO) | E105

1/21/2020
Summary: In this 105th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Doug Dahmer, CEO of Better Money Choices, to talk about democratizing financial planning, having a long-term view of planning, and more. Episode Highlights: ● 00:32: – Better Money Choices is a financial platform that puts the power in the consumer’s hands. ● 01:25: – Before Better Money Choices, Doug founded Retirement Navigator. ● 02:22: –...

Duration:00:36:22

Soarpay with Scott Hawksworth (SMD) | E104

1/14/2020
Summary: In this 104th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Scott Hawksworth, Sales and Marketing Director at Soar Payments. Soar Payments is a company that focuses on providing payment solutions to higher risk businesses in the United States. Scott Hawksworth explains chargebacks, examples of high-risk businesses that banks tend to have trouble with, and the value that Soar Payments offers to its...

Duration:00:28:35

Wealthbar & Snap Projections with Tea Nicola (CEO) & Pawel Brzeminski | E103

1/8/2020
Summary: In this 103rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Tea Nicola, Co-founder and CEO of Wealthbar, and Pawel Brzeminski, Founder and CEO of Snap Projections, to talk about what led to their companies’ partnership, fintech’s rise and the financial planning industry’s move towards technology, and more. Episode Highlights: ● 00:46: – Wealthbar is one of Canada’s first robo-advisors. ● 01:18: – Snap...

Duration:00:38:29

Haven Life with Yaron Ben-Zvi (CEO) | E102

12/31/2019
In this 102nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Yaron Ben-Zvi, founder of Haven Life, to talk about how he ended up in the life insurance industry, the problems he found once he got there, and how Haven Life aims to fix those problems. Episode Highlights: 3 Key Points Tweetable Quotes: Resources...

Duration:00:25:52

Mylo with Phil Barrar (CEO) | E101

12/24/2019
Summary: In this 101st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Phillip Barrar, founder of the Mylo savings and investment app, to talk about banking differences in Canada versus the EU, banking regulations, and more. Episode Highlights: ● 00:33: – Mylo is an app that rounds up your purchases and invests the change to help you work towards your savings goals. ● 03:18: – Phillip started Mylo after he was...

Duration:00:34:20

Episode 100 with Michael Kitces | E100

12/17/2019
Summary: In this 100th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Michael Kitces of the Nerd’s Eye View blog, XYPN, and AdvicePay, to talk about product iteration, specialization within the field of financial planning and more. Episode Highlights: ● 01:40: – Michael ended up in financial services by accident after majoring in Psychology and minoring in Theatre in undergrad. ● 02:55: – Michael had a job selling...

Duration:00:44:05

Learnedly with John Waldron (CEO) | E99

12/10/2019
Summary: In this 99th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes John Waldron, founder of Learnedly, to talk about how financial services firms handle ongoing education. Episode Highlights: ● 00:30: – John explains Learnedly as Lynda.com/LinkedIn Learning but for Canadian financial services professionals. ● 01:37: – John founded Learnedly because he found that it’s empowering to learn new ways to help your...

Duration:00:45:34

Information Venture Partners with Toan Huynh (Partner) | E98

12/3/2019
Summary: In this 98th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Toan Huynh, from the VC firm Information Venture Partners, to talk about automation, what an “early stage” company means to IVP, and how to explain venture capital to a five-year-old. Episode Highlights: ● 00:42: – Information Venture Partners is a venture fund that focuses on enterprise SaaS in the financial services market. ● 01:02: – Research...

Duration:00:34:22

BizEquity with Jason Early (CRO) | E97

11/26/2019
Summary: In this 97th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Jason Early, Chief Revenue Officer of the cloud-based business valuation platform BizEquity. Episode Highlights: ● 00:43: – BizEquity is a cloud-based business valuation platform. ● 01:25: – Jason Early comes from a financial services background. ● 02:52: – A lot of business owners fixate on a number they think their company is worth and then...

Duration:00:19:39

nanopay with Laurence Cooke (CEO) | E96

11/19/2019
In this 96th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Laurence Cooke, founder of nanopay, a payment platform that allows vendors to settle payments faster than traditional banking infrastructure. Episode Highlights: ● 00:31: – Laurence founded nanopay in 2013 with the goal of creating digital cash as opposed to a cryptocurrency. ● 01:30: – At his former job in telecommunications, Laurence proposed offering...

Duration:00:28:10

Willing Wisdom Index with Tom Deans (Founder) | E95

11/12/2019
Summary: In this 95th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Thomas William Deans, founder of the Willing Wisdom Index and author of Every Family’s Business, about how his tool helps both clients and advisors improve outcomes. Episode Highlights: ● 00:43: – The Willing Wisdom Index is a client advising tool used as a conversation starter. ● 01:34: – 80% of inherited money is taken to a new financial...

Duration:00:33:12