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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

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

Future Tech today with Jason Pereira (Host) | E50

1/4/2019
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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks about the future of finance. As he celebrates the 50th episode of this podcast, Guest Host Guy Anderson talks to Jason about the six key technologies that will alter the future of finance. Tune in to see where 2019 will take finance. Show Notes: ● :30 - 50th Episode celebration! ● 1:00 - New website and brand being launched soon ● 1:14 - Guest Host Guy Anderson ● 2:00 - Artificial intelligence...

Duration:00:44:21

Fintech Trends in Accounting with Jason Pereira (Host) | E49

12/25/2018
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Jason Pereira, award-winning financial planner, university lecturer, writer, speaks at the Toronto Area Accountants Network Conference: Fintech, and How it is Revolutionizing our Relationship with Money. Jason highlights a variety of different technologies that are changing the way we do business and making many heavy-lifting tasks obsolete. For a taste of the financial future, don’t miss this episode. Show Notes: ● :30 - Introduction to the conference Jason will speak at. ● 1:00 - How...

Duration:00:39:06

AdvicePay with Alan Moore (CEO) | E48

12/18/2018
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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Alan Moore, Founder and CEO of Advice Pay. Alan has enabled payment solutions for fee only financial planners. Alan’s mission is to give value-adding advice for next gen clients. Alan is changing the face of advising and molding it into an industry that helps rather than deceives. Show Notes: ● :30— Introduction to Alan Moore and Advice Pay. ● 1:00— Advice Pay is about getting paid for...

Duration:00:31:11

The Unified Wallet with Kyle Kemper (Author) | E47

12/11/2018
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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Kyle Kemper, Author. The two discuss crypto and the future of blockchain. Show Notes: ● :30— Introduction of Kyle Kemper, Author, thought leader, and consultant in the Crypto space ● 1:30— Kyle’s bitcoin awakening and what he has done since then to progress blockchain ● 2:36— What is possible when we have a single place to store our digital assets ● 3:33— Through our phones, we can capture...

Duration:00:34:09

Coinberry with Andrei Poliakov (CEO) | E46

12/4/2018
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Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Andrei Poliakov, CEO of Coinberry. Coinberry is breaking the barriers to enter the cryptocurrency market. They offer the best rate and no fees which encourages people to dabble in crypto. Andrei shares what life is like inside of a start-up and the challenges he faces in this groundbreaking agency. Show Notes: ● :30— Introduction of Andrei, CEO of Coinberry. ● 1:00— Coinberry is a solution...

Duration:00:33:43