Fintech Impact

In this episode of FinTech Impact, host Jason Pereira brings back Adam Holt, CEO and founder of Asset Map, to discuss the evolution of his company and the financial planning industry. They explore the development of Asset Map, a tool designed to simplify financial planning by visualizing complex financial data on a single page. The conversation touches on the importance of efficient client communication and how tech advancements like AI and digital tools can enhance client relationships and financial literacy. They also delve into the broader industry trends and challenges, and the shift towards more comprehensive and conversational financial planning. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

The podcast features an interview with Patrick Gauthier, CEO of Convera Holdings, who discusses the organization's innovative approaches in the financial technology sector, focusing on cross-border commercial payments. Gauthier highlights the transformation and modernization efforts at Convera post-its acquisition from Western Union, emphasizing the challenges and opportunities embedded in this transition. The conversation revolves around the use of cloud technology, AI, and a significant focus on rendering advanced payment solutions in several market segments. Additionally, the episode explores the strategic direction of the company, underlining the critical importance of cooperation with financial institutions and the adoption of real-time payment systems. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In today’s episode, Jason interviews Rick Burgess, CEO of Forms Logic. They delve into the origin of Forms Logic, a platform designed to streamline data collection and form processing for financial advisors. Rick explains the challenges firms face with legacy systems and the inefficiencies that arise from inconsistent data management. They explore the potential improvements in client onboarding, data handling, and operational efficiency that Forms Logic aims to address. The conversation also touches on broader issues in financial services, such as the difficulties in achieving industry-wide data standardization and optimizing processes for better client experiences. Key Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In today's episode of Fintech Impact, Jason Pereira delve into the world of alternative investments and digital transformation with Rafay Farooqui, the Chairman Founder and CEO of Subscribe. Subscribe is a platform designed to address challenges in establishing enterprise solutions for subscription document technology and management of alternative products. The discussion covers the historical context and inspiration behind the creation of Subscribe, its contribution to digital transformation in private markets, and the innovative strategies employed to streamline operations within this industry. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason Pereira speaks with John O'Connell, CEO of the Oasis Group, about the current trends and challenges in the advisor technology sector, particularly focusing on the U.S. market. They explore topics such as technology integration, cybersecurity, the rise of AI, and the need for standardized tech stacks in financial advisory firms. John shares his experiences and insights while discussing the impact of technology on RIAs and the future role of AI in enhancing efficiency and client service in the industry. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode, Jason Pereira discusses with Gavin Nachbar, CEO and Co-founder of Column Tax, about how they are revolutionizing tax filing by embedding tax services within financial applications. Gavin explains the origins of Column Tax, its mission to simplify tax filing for Americans, and the innovative approach of using API integrations to streamline the process. The conversation also delves into the challenges of tax filing, particularly for self-employed individuals, and the potential future of real-time tax management and planning. Episode Highlights: 00:10: Introduction of the podcast and guest Gavin Nachbar, CEO of Column T ax, discussing their mission to simplify tax filing. 00:28: Gavin introduces Column T ax and its goal to make tax filing effortless in the US through app integration. 01:03: Gavin shares the origin story of Column T ax and personal experiences with tax complexities. 02:02: Discussing the motivation behind addressing tax problems for users and reducing complexity with tax APIs. 03:08: Explanation of partnering with companies for embedding tax services within existing financial apps. 04:16: Examples of Column T ax's partnerships and their benefits for mobile banking and self employment sectors. 05:20: Discussion on the competitive landscape and the approach of being an API utility. 06:15: Workflow examples for mobile banking and self-employed users integrating Column T ax services. 06:59: Explanation of data integration steps and the challenges of establishing connections with data sources. 09:23: Average filing time and how Column T ax helps in simplifying tax processes for users. 11:07: Discussion on future aims of Column T ax for year-round tax optimization and planning. 13:33: Real-time tax status check and planning for a comprehensive financial overview. 14:09: Challenges around education and transparency in tax codes and deductions. 17:23: Identifying eligibility and complexity in tax credit benefits as a challenge to address. 19:07: Addressing the challenges in determining when a product is ready for market release. 19:46: Highlighting the collaborative and motivated professional team as a key driving factor for success. Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason Pereira interviews Ryan Rosett, co-Founder and co-CEO of Credibly, a lending platform designed to facilitate small business loans ranging from $5,000 to $600,000. Ryan discusses the origins of Credibly and highlights their objective to address banking challenges faced by small businesses. He elaborates on the company's unique approach to assessing loan credibility, focusing on cash flow and customer service. The conversation further delves into Credibly's advances in technology, notably utilizing generative AI to enhance industry classification and loan processing efficiency. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In today's episode, Jason Pereira hosts Parker Ence, CEO and Co-Founder of Jump, a generative AI-based meeting transcription and note-taking service. They discuss the innovations in AI technology, particularly for financial advisors, and how Jump helps automate and assist in meeting preparations and follow-ups to make financial advisors' lives easier. Parker elaborates on the company's unique offerings, how they address the essential but cumbersome parts of financial advising, and the roadmap for the future of Jump. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason interviews Ali Zahedi, CEO of Infinite Systems, about their comprehensive portfolio management software, Harmony, and its impact on the Canadian wealth management industry. Allie shares the origins of Infinite Systems, emphasizing the company's commitment to providing end to-end, integrated solutions for wealth managers and their move towards exploring inorganic growth opportunities through acquisitions. The conversation delves into the challenges and rewards of building a tech based solution from the ground up, the importance of team cohesion, and the company's future visions focusing on both enhancing existing services and exploring adjacent opportunities. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, host Jason Pereira interviews Michael Watson, head of Axos Advisor Services, on how Axos aims to revolutionize the traditional custodial and banking services for RIAs (Registered Investment Advisors). Axos, a digital bank established in 2000, evolved from a consumer-focused bank to a comprehensive provider offering commercial banking, securities business, and custodial services. The acquisition of E-Trade's custody business is highlighted as a strategic move to diversify and solidify Axos' position in the market. Watson details the company's commitment to providing high-touch, personalized services and the integration of digital banking solutions catering to RIAs and their clients, emphasizing the importance of service quality, efficiency, and not competing with advisors for clients. Episode Highlights: Key Takeaways: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason Perra interviews Rahim Harji, CEO of Datasoft Group, a leading online digital effects and payment settlement platform. Harji discusses the origins of DataSoft Group, its flagship platform FX office, and how it facilitates financial transactions globally for small to medium businesses, easing the complex problem of managing money across borders. Additionally, he touches on the challenges and advancements in international payments, regulatory compliance, and the future direction of the company, including automation and integration efforts aimed at streamlining financial processes for businesses. Episode Highlights: Key Takeaways: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason welcomes Andrew Altfest of FP Alpha, an innovative platform at the intersection of artificial intelligence (AI) and financial planning. Andrew discusses FP Alpha's mission to automate advanced planning for financial advisors, democratizing services previously available only to the wealthiest clients through specialized teams. The platform has evolved to offer a comprehensive suite of tools for advisors, including estate planning, tax scenario comparisons, and integration with other financial tech tools, aiming to make the planning process more efficient and effective. Jason and Andrew delve into the challenges and triumphs of developing and scaling FP Alpha and the broader implications of AI in enhancing the human aspect of financial planning. Episode Highlights: Key Takeaways Tweetable Quotes Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira welcomes back Davyde Wachell, CEO and founder of Responsive AI, a company focused on leveraging artificial intelligence (AI) to enhance advisor insight and productivity in the financial sector. They discuss the evolution of Responsive AI from its initial concept as a robo-advisory service to its current state offering a next best action ecosystem for financial advisors. The conversation also covers the broader implications of AI in finance, including the challenges of implementing AI solutions effectively and the potential for AI to transform client-advisor interactions for better financial decision making. Episode Highlights Key Takeaways Tweetable Quotes Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason interviews Brian McLaughlin, President of Orion Advisor Technologies, as he discusses the evolution of Orion and its impact on the FinTech space. Brian shares insights into the challenges of harmonizing technology and teams following acquisitions, and his personal mission to innovate within the industry. He emphasizes the significance of householding in financial planning and the potential of AI to revolutionize the field. Additionally, Brian highlights his aspiration to make financial services accessible to the middle class, underscoring technology's role in reducing delivery costs and improving service. Episode Highlights: : Key Takeaways: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason interviews Brian McLaughlin, President of Orion Advisor Technologies, as he discusses the evolution of Orion and its impact on the FinTech space. Brian shares insights into the challenges of harmonizing technology and teams following acquisitions, and his personal mission to innovate within the industry. He emphasizes the significance of householding in financial planning and the potential of AI to revolutionize the field. Additionally, Brian highlights his aspiration to make financial services accessible to the middle class, underscoring technology's role in reducing delivery costs and improving service. Episode Highlights: : Key Takeaways: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, host Jason hosts Tanmai Sharma, the CEO and Founder of Collation.AI. The discussion revolves around how Collation.AI addresses the pervasive issue of data integration challenges within financial services through AI-driven solutions. By focusing on creating a centralized data warehouse and utilizing AI chatbots for workflow operations, Sharma shares insights on enhancing data utility and streamlining services in the sector. Episode Highlight: Key Points: Tweetable Quotes: Mentioned Resources: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode, Jason Pereira interviews Jim Sinai of Vanilla, an innovative platform changing how advisors and clients engage in estate planning. Vanilla simplifies the estate planning process, making it more accessible and meaningful by integrating technology to facilitate conversations around legacy and wealth distribution. The discussion covers Vanilla's origin, its impact on the advisory industry, and how it enhances client-advisor relationships through strategic estate planning. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode, we dive deep into the world of compliance and archiving with Larry Shumbres, CEO, and founder of Archive Intel. Archive Intel leverages AI to revolutionize the way businesses handle compliance, offering a singular platform to manage and mitigate risks effectively. We explore the challenges and opportunities in the sector, the role of AI in compliance, and how Archive Intel is setting new standards for efficiency and user experience. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, host Jason Pereira interviews Aaron Schumm, Founder and CEO of Vestwell, a revolutionary platform designed to empower employee savings programs across America. Aaron shares insights into how Vestwell is reshaping savings through workplace and direct-to-individual programs, emphasizing tax-preferred savings vehicles. The conversation delves into the pain points that led to the creation of Vestwell, its innovative approach to simplifying savings, and the impact it hopes to have on the financial well-being of millions. Episode Highlights: Key Takeaways: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason Pereira interviews Doug Fritz, CEO and Founder of F2 Strategy. He delves into the complexities technology brings into the financial advisory and brokerage landscape and how F2 Strategy aids firms in navigating and harnessing technology for growth and efficiency. Doug shares insights from his wealth of experience in wealth management technology consultancy, emphasizing the role of data and client experience in the evolution of financial advisory services. Episode Highlights: Key Points: Tweetable quotes: Resources Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.