Fintech Impact

In this episode of FinTech Impact, host Jason Pereira interviews Russell Kroeger, CEO and founder of Trayecto. Trayecto is an online platform designed to assist advisors by providing in-depth tax information for clients with complex compensation models, such as equity compensation and self-employment. Russell shares the origins of Trayecto, the challenges faced by their target clients, and how Trayecto's innovative tools offer more precise tax projections and seamless financial planning. Discover how Trayecto integrates with financial planning and tax preparation tools, and Russell’s vision for the future of the company. Stay tuned for insights into the evolution of the financial planning profession and the energizing journey of building a pioneering FinTech solution. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, Jason Pereira interviews Daniel Alfi, CEO and co-founder of Fifr, a platform combining investing, financial wellness, personal money automation, and financial advice in one package. Daniel shares his journey from a financially strained college student to a financial wellness advocate, his career at Morgan Stanley and Iconic Capital, and the inception of Fifr. They discuss the evolution, execution, and user experience of Fifr, emphasizing its focus on high-income earners and tech workers. Daniel also elaborates on the platform's unique features, including proactive tax management and AI chat assistants, as well as his vision for the future. Tune in to learn how Fifr aims to democratize good financial habits and optimize client outcomes through innovation and technology. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients. Sam discusses the origin of Wealthfeed, its development, and how the platform uses data to pinpoint life events that signal potential clients. The discussion includes practical advice on targeting prospects without appearing intrusive and the value of automated, compliant marketing. Tune in to learn how Wealthfeed leverages data to drive organic growth and add value to financial advisory practices. Hosted on Acast. See acast.com/privacy for more information.

Join host Jason Pereira as he converses with Divine, the visionary behind Notes Technology. This innovative platform empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge. Learn about the longstanding issues within the traditional music industry and how Notes Technology is levelling the playing field for artists. From financial literacy to AI-powered support, discover how this platform is transforming the careers of creatives. Don't miss this insightful episode on how to monetize artistic talents without the exploitative middlemen. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Adam Famularo, CEO of Workfusion. They discuss Workfusion's innovative use of artificial intelligence to combat financial crimes, specifically anti-money laundering, and the development of AI agents for compliance in banks. Adam explains how machine learning models, developed in collaboration with multiple banks, are packaged into digital workers, now called AI agents, which significantly expedite processes such as transaction screening and KYC (Know Your Customer). They also dive into the concept of human-in-the-loop, the importance of purpose-built AI, and the transformation of traditional financial compliance roles through AI integration. This interview offers a deep dive into the future of fraud detection and compliance in the financial sector. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for financial advisors that covers front, middle, and back office functionalities. Alex dives into Ridgeline's inception, the all-in-one approach for asset managers, and how they're leveraging artificial intelligence to enhance operational efficiency. They also discuss the historical deficiencies in financial software, the conservative nature of asset managers in adopting new tech, and what's on the horizon for AI applications within Ridgeline. Hosted on Acast. See acast.com/privacy for more information.

Welcome to FinTech Impact! In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. Symmetry Systems specializes in securing enterprise data, by managing access points, and monitoring data flows. Claude shares the company's history, their unique approach to data security, and how they minimize attack vectors while optimizing data access. The discussion highlights the importance of viewing data both as an asset and a potential liability. Gain insights into how Symmetry's innovative solutions have led to substantial cost savings and improved security for large enterprises. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and analyze massive amounts of data for better decision-making in RIA acquisitions. The conversation also covers how the platform provides significant advantages to both buyers and sellers in the highly fragmented RIA market. Listeners will hear about the challenges, future plans, and the potential for AI to transform the industry. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's balance sheet, income statement, and asset allocation. He shares insights from his extensive 36-year career in financial advising and the motivations behind founding Bonsai during the global financial crisis. The conversation dives into the mechanics of ALM, the significance of risk-based products like annuities, and the challenges and opportunities in integrating investment and insurance solutions. Tune in to learn how Bonsai is making comprehensive retirement planning accessible to all investors. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org. Daffy.org is a pioneering online platform designed to simplify charitable giving through a modern donor-advised fund. Adam discusses the motivation behind creating Daffy, which was influenced by the technology innovations and community needs highlighted during the pandemic. He elaborates on the functionality and benefits of Daffy, including the ease of setting aside funds for charity in a tax-advantaged manner, and the platform's ability to handle various asset types, including crypto and private stock. Adam also highlights the challenges of building trust, educating potential users, and innovating in a staid industry. The episode concludes with discussions on Daffy's pricing model, competitive advantages, upcoming features, and the long-term mission of making charitable giving more accessible and consistent for everyone. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira talks with Era Jain, co-founder and CEO of Zeplyn, about how her company is transforming the wealth management industry through AI-powered automation. Zeplyn aims to streamline the cumbersome and time-consuming tasks associated with client meetings for financial advisors, thereby allowing them to focus more on client relationships and growth activities. Jain shares the origin story of Zeplyn, their innovative approaches to integrating AI into financial workflows, and their vision for the future, including client and practice intelligence. The episode also touches on the challenges and successes of implementing AI in an industry that often relies on outdated technology. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Prashant Fuloria, CEO of Fundbox. They discuss how Fundbox is revolutionizing access to capital for small businesses by providing financing solutions embedded into existing workflows and digital tools. Prashant explains their approach to reducing friction in financing, the types of products they offer, and how they leverage data and AI for better underwriting decisions. They also explore Fundbox's growth strategies, including product expansion, partnerships with banks, and geographical expansion, and touch upon the challenges and future of small business financing. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews John Wise, CEO and Chair of Communify Fincentric. John discusses the history and merger of Communify and Fincentric, highlighting their journey from data aggregation and visualization in the early 90s to becoming a significant platform that handles billions of data requests daily. They also delve into the challenges and strategies for managing vast amounts of data, the importance of trusted data sources, and the innovative use of deterministic AI in data storytelling and visualization. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Richard Walker, CEO of Quik! Forms. The discussion covers the origins of Quik!, the challenges of automating form processes, and how the company has evolved over the past 23 years. Richard explains how Quik! simplifies data entry for financial advisors, significantly reducing manual work and improving efficiency. The episode dives into the complexities of developing a form automation system that can support a vast number of fields and forms, and highlights the technological advancements, particularly in AI, that Quik! is leveraging to further enhance their product. Richard also shares insights on the future of form automation and the challenges and rewards of operating in the space. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Prera interviews Adam Scully-Power, Product Solutions Director at Nebo Wealth. Nebo Wealth is a platform focused on goals-based investing, empowering financial advisors to deliver personalized asset and portfolio allocations tailored to clients' unique goals and circumstances. Adam discusses the origins of Nebo Wealth, the limitations of traditional investment methods like target date funds and risk tolerance questionnaires, and how Nebo utilizes a more dynamic, forward-looking approach for portfolio optimization. He explains the importance of understanding client goals, incorporating a wide spectrum of inputs, and providing visual tools that clearly communicate financial progress. The conversation also highlights the platform's flexibility and superior performance in maximizing clients' financial success. Adam concludes by expressing his excitement about Nebo Wealth's innovative impact on the financial advising industry. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Mark Netjes, EVP of Enterprise Sales and Solutions at Advyzon. Advyzon offers an all-in-one technology platform designed to help financial advisors manage their practices efficiently. Mark discusses the origins of Advyzon, founded by Hailin Li in 2012 after his tenure at Morningstar, and the evolution of the platform from performance reporting and billing to a comprehensive suite including CRM, trading, rebalancing, client portals, document management, and outsourced investment solutions. The discussion highlights Advyzon's focus on integration, efficiency, and scalability, making it suitable for both small firms and large enterprises. They also touch on Advyzon's approach to modularity, integration with third-party software, and future developments in AI and other advanced features. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Matt Cerminaro, Chief Product Officer, and Michael Batnick, CEO of Exhibit A. Exhibit A is a charting and visualization tool for financial advisors that originated from the Riol Wealth Management team. This custom-branded platform simplifies complex data into clean, daily-updated visuals, making it easier for advisors to communicate with clients. Matt and Michael discuss the platform's origin, its development challenges, the importance of simplicity in financial charts, and their plans for ongoing innovation. The duo shares their commitment to improving client communications and their proactive approach in updating and improving their tool based on user feedback. Early feedback has been positive, highlighting the tool’s value in replacing or complementing the need for an in-house analyst. Hosted on Acast. See acast.com/privacy for more information.

This week’s podcast features an insightful discussion between host Jason Pereira and Jason Wenk, CEO of Altruist, a fintech company that is streamlining the custodian experience. They explore the origin of Altruist, how it came to fruition due to the inefficiencies faced in the financial advisory and custody space, and their journey in making the platform user-friendly and technologically advanced. Wenk details the importance of design thinking and maintaining operational efficiency while revolutionizing the existing financial systems. The conversation ends with Jason Wenk's enthusiasm about the potential of AI and other innovations in improving client outcomes. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira welcomes Alison Susko of Asset-Map and Torie Happe of Holistiplan to discuss the concept and importance of community-based marketing within the advisor technology sector. Alison and Torie share their backgrounds in financial services technology and how they developed successful community marketing strategies to promote their companies. They emphasize the value of building relationships, grassroots education, and collaboration within the industry. Their approach highlights the necessity of personal connections and proactive communication in achieving business success and driving innovation within the financial planning space. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Rodney Williams, co-founder and president of Solo Funds. The platform offers an innovative approach to peer-to-peer lending, targeting issues with payday loans and credit cards by creating a mutually beneficial system for those in need of capital. They discuss the origin of Solo Funds, the transparent and borrower-driven structure, and the community-centered approach that sets Solo apart. Rodney also shares success stories and highlights the challenges and advantages of building an impactful financial service. Don't miss this insightful conversation on reshaping the lending landscape. Hosted on Acast. See acast.com/privacy for more information.