Location:
Canada
Genres:
Technology Podcasts
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. Hosted on Acast. See acast.com/privacy for more information.
Twitter:
@fintech_impact
Language:
English
Website:
https://fintechimpact.co/
Email:
contact@fintechimpact.co
Episodes
Tolerisk with Mark Friedenthal | E368
3/25/2025
In this episode of Fintech Impact, Jason Pereira interviews Mark Friedenthal, Founder and CEO of Tolerisk, about the innovative risk profiling platform his company offers to financial advisors. Mark explains how Tolerisk differentiates itself by integrating financial data into client risk profiles, providing a more holistic understanding of both risk tolerance and capacity. He discusses the company's origins and challenges, highlighting the improvements Tolerisk has made over traditional methodologies like Monte Carlo simulations. The conversation underscores the importance of proper client profiling in risk assessment and the significant role Tolerisk plays in bridging investment management with financial planning.
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Duration:00:39:27
FV Bank with Miles Paschini | E367
3/18/2025
Jason Pereira interviews Miles Paschini, CEO of FV Bank, an innovative Fintech startup. The discussion revolves around FV Bank's mission to bridge traditional banking with cutting edge financial technologies like blockchain and FinTech solutions. Miles reflects on his journey in the payments industry and highlights FV Bank's efforts to cater to FinTech and blockchain companies by offering compliant and tech-forward banking services. The episode dives into the challenges of building a bank of the future and explores emerging trends like the growing importance of stable coins and real-time money movement.
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Duration:00:27:33
Andes Risk with Helen Yang | E366
3/11/2025
Jason Pereira interviews Helen Yang, Founder and CEO of Andes Risk, a financial technology company offering a next-generation risk assessment platform for financial advisors. The conversation highlights how the company employs behavioral finance to enhance investment strategies and provide personalized financial advice. Jason Pereira delves into the origins and implementation of Andes Risk, uncovering how it integrates into existing workflows to assess risk tolerance and behavioral biases. Helen emphasizes the importance of blending technology with psychological insights to improve investor outcomes and touches on the ongoing development in this space.
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Duration:00:25:19
PureFacts with Jeff Marsden | E365
3/4/2025
In this episode of Fintech Impact, Jason Pereira interviews Jeff Marsden, Chief Product Officer at PureFacts, a leader in revenue management for financial advisory and investment management firms. They explore the complexities of revenue management, including regulatory challenges, individualized advisor fee structures, and data integration from multiple sources. The discussion also touches on the company’s strategic acquisitions, the integration of AI to enhance data quality and operational efficiency, and future industry trends like outcome based models in wealth management.
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Duration:00:28:58
CogniCor with Sindhu Joseph | E364
2/25/2025
In this episode, Jason Pereira interviews Sindhu Joseph, CEO, and Co-founder of CogniCor, an AI platform designed to transform the financial advisory industry. They discuss how CogniCor's AI co-pilot assists financial advisors by enhancing their productivity and enabling personalized client interactions. Sindhu shares the inspiration and technology behind CogniCor, emphasizing the platform's potential to democratize access to wealth. They also touch on AI's evolution beyond general AI and delve into CogniCor's multi-faceted capabilities that streamline advisors' workflows. The episode concludes with Sindhu's reflections on industry fragmentation and the company's mission to bridge wealth disparities.
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Duration:00:26:40
TaxStatus with Kevin Knull | E363
2/18/2025
In this episode Jason Pereira talks with Kevin Knull, President of TaxStatus, about the innovations TaxStatus is bringing to the field through its seamless data integration with the IRS. Kevin discusses how the company sources taxpayer data, with the consent of the taxpayer, to help clients make well informed financial decisions. He highlights the broader applications and benefits including financial advising, loan origination, and identity verification. The episode also covers the importance of identity security and Kevin's vision for enhancing the quality of financial advice using comprehensive insights derived from IRS data.
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Duration:00:28:20
Aya Care with Chanddeep Madaan | E362
2/11/2025
In this episode, Jason Pereira interviews Chanddeep Madaan, the CEO and founder of iCare, a health spending account provider in Canada. The discussion focuses on iCare's mission to remove financial barriers for accessing health and wellness services. Madan explains how iCare uses technology to streamline the process, reducing the hassle of reimbursement, and enabling employees to utilize health spending accounts easily. They also explore the economic impact of traditional insurance versus the flexibility offered by iCare's solution.
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Duration:00:40:36
April with Ben Borodach | E361
2/4/2025
In this episode, Jason Pereira interviews Ben Borodach, co-founder and CEO of April, a FinTech company focused on integrating tax calculations into financial apps to help users make smarter financial decisions. Ben discusses his entrepreneurial journey, challenges faced when building April, and the importance of simplifying tax processes for consumers. The conversation delves into how April's technology leverages data to create a more efficient and seamless tax filing experience. It also touches on the potential for positive disruption in the financial industry by embedding tax-related services in financial apps.
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Duration:00:25:45
Jump Capital with Yelena Shkolnik |E360
1/28/2025
In this episode of Fintech Impact, host Jason Pereira interviews Yelena Shkolnik, Partner at Jump Capital, a venture capital firm specializing in fintechs at the Series A level. The conversation explores the firm's approach to investments, particularly how they evaluate companies transitioning from startup to a more established phase, focusing on consistent, repeatable revenue streams and team dynamics. They discuss the transition from founder-led sales to institutionalized processes and provide insights into market trends, product validation, and scaling strategies, all within the fintech sector.
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Duration:00:34:52
Focal with John Connell | E359
1/21/2025
In this episode of Fintech Impact, Jason Pereira interviews John Connell, CEO and Co-founder of Focal, an AI-driven meeting notation software. They discuss Focal's mission to enhance client relationship management for financial advisors, emphasizing proactive AI solutions beyond simple note-taking. John shares insights on Focal’s development journey, the role of AI agents, and the niche they are carving in the wealth management and tech landscape. They also explore the importance of regulatory compliance and the challenges and opportunities faced in integrating AI into financial advisory workflows.
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Duration:00:31:06
Springline Advisory with Tim Brackney | E358
1/14/2025
In this episode of Fintech Impact, host Jason Pereira interviews Tim Brackney, CEO of Springline Advisory, about their innovative approach to scaling mid-market advisory and accounting firms through the implementation of advanced technology and strategic acquisitions. The discussion covers SpringLine's inception, their private equity backing, and how they help firms transition from a localized operation to an enterprise-level structure, allowing them to focus more on their core competencies. Brackney also explains how the company's business model gives these firms a competitive edge in a large yet underserved market. The episode emphasizes the importance of maintaining the essence of the founding firm while leveraging technological advancements to facilitate organizational growth.
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Duration:00:25:02
Destream with Tachat Igityan | E357
1/7/2025
In this episode of Fintech Impact, Jason Pereira interviews Tachat Igityan, Founder of Destream, a platform designed to help content creators monetize their work more efficiently. Tachat describes Destream as a fintech solution aimed at simplifying payment processes for creators, addressing issues associated with traditional payment systems like PayPal. The discussion covers various challenges faced by content creators in getting compensated fairly and promptly, alongside
the complexities of compliance and risk management within financial systems. Tachat also shares his vision for Destream, including potential expansion into financial products such as loans for creators.
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Duration:00:30:40
2024 Year End with Jason Pereira and Guy Anderson | E356
12/31/2024
In this episode, Jason Pereira and Guy Anderson engage in a year-end review of the Fintech Impact podcast, covering insights and trends in financial technology over the past year . They discuss the evolving landscape of fintech solutions, AI integration, and challenges faced in areas such as open banking and data aggregation. Various guests and their contributions to sectors like estate planning, tax, and insurance were recalled, highlighting the innovative strides made by
companies in these niches. The conversation also touches upon future predictions and aspirations for 2025 in fintech advancements.
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Duration:00:37:43
Brightwave with Mike Conover| E355
12/24/2024
In this episode of Fintech Impact, Jason Pereira interviews Mike Conover, CEO and Co-founder of Brightwave, an AI-driven investment research platform. Mike discusses how Brightwave leverages machine learning and artificial intelligence to provide insightful financial analysis by synthesizing data from multiple sources and uncovering patterns. The episode delves into the challenges of using AI for financial research, the advantages of Brightwave's approach, and the vision for the platform's future in the industry. Jason and Mike also explore the broader implications of generative AI in high-stakes domains like finance.
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Duration:00:30:36
Asset Map Revisited with Adam Holt | E354
12/17/2024
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.
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Duration:00:31:08
Convera with Patrick Gauthier | E353
12/10/2024
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.
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Duration:00:31:13
Form Logic with Rick Burgess | E352
12/3/2024
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.
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Duration:00:27:10
Subscribe with Rafay Farooqui | E351
11/26/2024
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.
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Duration:00:29:18
Episode 350! With John O'Connell | E350
11/19/2024
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.
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Duration:00:53:50
Column Tax with Gavin Nachbar | E349
11/12/2024
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.
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Duration:00:21:20
