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Fintech Impact

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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.

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.
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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.

Language:

English


Episodes

SQRL with Om Suthar (CEO) | E70

5/21/2019
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Turning Wellness into Financial Savings with Om Suthar of SQRL In this 70th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Om Suthar, Founder of SQRL. SQRL is a company that combines fitness tracking, behavioral finance, and insurance into one product that services and encourages workplace wellness. During the course of the discussion, Om Suthar offers information about how vital wellness is from a...

Duration:00:24:43

Twenty Over Ten with Samantha Russell (CMO) | E69

5/14/2019
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Summary: In this 69th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Samantha Russell, Chief Marketing and Business Development Officer at Twenty Over Ten. Twenty Over Ten is a company that assists advisors with marketing and consulting for their business, along with intuitive websites that are easy to manage with a compliance backend. Samantha shares how Twenty Over Ten was started, the marketing...

Duration:00:38:07

Cappitech with Ron Finberg (Product Specialist) | E68

5/7/2019
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Summary: In this 68th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ron Finberg, Product Specialist at Cappitech. Cappitech is a company that assists international financial companies that deal with reporting complex issues stemming from global regulations. Learn what Cappitech is capable of doing during this discussion with Ron Fineberg. Episode Highlights: ● 00:48: – Ron Finberg explains...

Duration:00:31:09

Vision Systems with Michael Curtis (CEO) | E67

4/30/2019
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Summary: In this 67th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Michael Curtis, President of Vision Systems. Vision Systems is a Canadian-based financial software corporation that is capable of performing full and comprehensive financial planning for individuals, businesses, and trusts. Jason and Michael’s discussion covers what Vision Systems is capable of handling, the difference between...

Duration:00:37:28

Salesforce World Tour 2019 Review with Jason Pereira & Alex Martin | E66

4/23/2019
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Summary: In this 66th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a review of his experience at the Salesforce World Tour Conference in Toronto along with his colleague Alex Martin, a financial advisor with IPC Securities, Vice President at Craig & Taylor Associates, and a Founding Partner with Jason Pereira at Finally Technology. Time Stamped Show Notes: ● 00:49: – Alex Martin introduces himself ● 02:01: –...

Duration:00:28:20

Asset Map with Adam Holt (CEO) | E65

4/16/2019
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Summary: In this 65th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Adam Holt, the CEO of Asset-Map. Asset-Map is a powerful online visualization tool that helps financial advisors, as well as clients, get aligned with each other. Adam shares the road that brought him into creating this service, how Asset-Map provides tangible value, and what changes Adam believes need to take place to improve the...

Duration:00:32:02

Advisor Websites with Nitesh Verma (Director of Marketing) | E64

4/9/2019
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Summary: In this 64nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Nitesh Verma, Director of Marketing and Enterprise Solutions at Advisor Websites. Advisor Websites operates as a platform that enables financial advisors to publish attractive and compliant websites. Nitesh shares the ways that Advisor Websites can improve business access and referrals for financial advisors, the integration...

Duration:00:39:18

Riskalyze with Aaron Klein (CEO) | E63

4/2/2019
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Summary: In this 63rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host has an informative interview with Aaron Klein, CEO, and Co-Founder of Riskalyze, a risk tolerance assessment and illustration tool that helps advisors analyze the amount of risk in their client's portfolios. Aaron opens up about how Riskalyze operates, how it can benefit advisors and the importance of risk assessment in the financial industry. Time Stamped...

Duration:00:40:12

Breathe Life with Ian Jeffrey (CEO) | E62

3/26/2019
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Summary: In this 62nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ian Jeffery, CEO and Co-Founder of Breathe Life, a software service platform that drives traffic to insurance carriers websites and advisors. Ian also shares how Breathe Life helps to complete direct-to-consumer sales of life insurance policies and how he addresses the advice gap in the insurance industry. Time Stamped Show...

Duration:00:29:40

Yourefolio with Scott Huff (CEO) | E61

3/19/2019
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Summary: In this 61th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Scott Huff, the CEO of YourEfolio, an estate planning software platform to assist financial advisors facilitate the transfer of assets. Scott Huff shares his background in financial services and how it steered him in the direction of establishing YourEfolio, a company he has been active with now since March 2015. Show Notes: ●...

Duration:00:31:40

RazorPlan with David Faulkner (CEO) | E60

3/12/2019
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Summary: Host Jason Pereira interviews Dave Faulkner, CEO of Razorplan. The two discuss RazorPlan’s easy but comprehensive financial planning system, and Faulkner provides details about its background, development, and benefits. The two also share ideas on the future of financial planning. Show Notes: ● 0:15 - Plan Plus Global Financial Planning Award - Pereira highly suggests competing ● 1:10 - Introduction of Dave Faulkner ● 1:20 - RazorPlan is a comprehensive but simple financial...

Duration:00:56:08

Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E59

3/5/2019
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Summary: Host Jason Pereira interviews the leadership team of Four Eyes Financial, a data discovery tool used by brokers and dealers to help gather information and transform their businesses from transaction based to relationship based. The group discusses their integrative approach, dynamic tools, customization, and future plans in the industry. Show Notes: ● 0:55 - Introduction and background of Four Eyes Financial ● 2:35 - Transactional vs. transformational approach ● 3:55 - The...

Duration:00:49:09

Cascades with Jonathan Kestle (VP) | E58

2/26/2019
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Cascades Financial Solutions Inc. Summary: Host Jason Pereira interviews Jonathan Kestle, an Advisor with Casades Financial Solutions Inc. which is a company specifically focused on financial accumulation and retirement income calculation. Kestle explains why the Cascades’ software has been and will be extremely helpful for the retiring population. Show Notes: ● 0:38 - Introduction of Cascades Financial Solutions - a retirement income calculator ● 1:54 - Kestle explains the history of...

Duration:00:27:29

Bench with Ian Crosby (CEO) | E57

2/19/2019
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Summary: Ian Crosby, co-founder and CEO of Bench Accounting gives an overview of his accounting company and how it takes care of its customers. Bench helps entrepreneurs with their bookkeeping needs by making it simple, affordable, and easy. Crosby discusses the innovative approach of Bench, gives advice to entrepreneurs, and talks about wanting to help people with their accounting needs. Show Notes: ● 0:25 - Ian Crosby is the co-founder and CEO of Bench Accounting, an accounting company...

Duration:00:30:18

Factgem with Clark Richey (CTO) | E56

2/12/2019
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Summary: Jason Pereira, award-winning financial planner, university lecturer, and writer, speaks with Clark Richey, CTO of FactGem, about the recent strides in connecting “big” data and the challenges associated with it. Show Notes: ● 0:35 - Clark Richey, CTO of the data linking company FactGem, gives some background information about his company. ● 1:55 - Richey explains his own background. ● 3:05 - Host explains why data analysis is important. ● 3:50 - Richey explains the steps and...

Duration:00:34:30

Ledn with Mauricio Di Bartolomeo (CEO) | E55

2/5/2019
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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Mauricio Di Bartolomeo, CEO of Ledn, about how he is changing the financial landscape with bitcoin. Ledn is accepting bitcoin as an asset and uses it to create an even lending playing field. Show Notes: ● 0:45 - Mauricio Di Bartolomeo is the CEO of Ledn. Ledn is a bitcoin lending company. ● 1:07 - The company provides services around digital assets ● 2:57 - How Mauricio’s Venezuelan roots...

Duration:00:43:25

CacheFlo with Stephanie Holmes-Winton (CEO) | E54

1/29/2019
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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Stephanie Holmes Winton, Founder and CEO of CacheFlo. CacheFlo is a fintech company focused on giving advisors and clients what they need to manage their cash flows. Built off of psychological proof and Stephanie’s experience helping people manage money, CacheFlo is a real-world approach to helping people change their habits with money and manage their spend holistically. Show Notes: ● 0:45 -...

Duration:00:43:59

Shield Financial Compliance with Shiran Weitzman (CEO) | E53

1/22/2019
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Shield FC Summary: Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Shiran Weitzman, CEO of Shield FC. Shield FC is a data aggregation platform that is enabling faster communication with clients and faster flagging of compliance issues. Show Notes: ● 0:45 - Shield FC is integrating communication into a next generation compliance platform ● 4:28 - The company connects electronic communication with trade communication ● 6:30 - One of the biggest...

Duration:00:33:21

Corl with Sam Kawtharani (CEO) | E52

1/15/2019
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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, explores a royalty lending model with Sam Kawtharani, CEO of Corl. Corl is a company targeting the lending space with a new royalty model. They look for cash-heavy, asset-light companies to invest in with their model. On top of lending, Corl is moving the needle in business analytics and Security Token trading. Show Notes: ● :30 - Corl is a business that helps business raise funds through a royalty model...

Duration:00:32:20

KOHO with Daniel Eberhard (CEO) | E51

1/8/2019
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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Daniel Eberhard, CEO of KOHO. KOHO is a company that develops tech solutions to make the financial sphere more user friendly. Show Notes: ● :30 - Introduction of KOHO and CEO Daniel Eberhard ● 1:30 - KOHO is a company focused on creating financial tools that make the banking experience more user friendly. The tools essentially sit on top of the secure bank’s back-end allowing Koho to focus on...

Duration:00:34:46