Fintech Impact

Jason interviews Ryan Eisenman, Co-founder and CEO of Arch, a revolutionary platform designed to streamline the handling of alternative investments for advisors and their back offices. Throughout the conversation, they delve deep into the challenges of managing investments in the private markets, how Arch addresses these issues by aggregating and digitizing investment data, and the broader implications for both investors and advisors. Episode Highlight: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand identity efficiently and effectively, the tool promises to revolutionize the branding process for financial professionals. Through their discussion, Tina Powell sheds light on the significance of strong branding in the financial services industry, the innovative approach of Advisor Brand Builder, and offers invaluable insights into leveraging technology for branding. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

Jason Pereira welcomes Madalyn Armijo, Co-founder and COO of Dispatch, a revolutionary platform designed to seamlessly integrate multiple financial advisory systems. This discussion delves into the platform's inception, its mission to eliminate redundant data entry, and its broader impact on the financial advisory landscape. The conversation offers insightful perspectives on the future of fintech and the challenges of modernizing financial advisory services. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason Pereira interviews Jonathan Faerman, founder of Investium, a revolutionary platform that facilitates co-investing in real estate by connecting like-minded individuals. They dive into the platform's origins, its functionalities, and the value it offers to its users, illustrating how technology is transforming the way we approach real estate investment. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, Jason Pereira interviews Emmanuel Daniel, the founder of TAB Global, to discuss his groundbreaking book "The Great Transition." This book explores the seismic shifts happening within the banking sector, propelled by the advent of digital technologies and open banking, reshaping the landscape for both consumers and financial institutions. Together, they unpack the essence of banking transformation and what it signifies for the future. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

Jason talks to Rohit Agarwal, Co-CEO of SORA Finance. They delve into the revolutionary platform SORA Finance, which empowers advisors to effectively manage and discuss clients' debt and debt restructuring. The episode offers a deep dive into the functionalities, challenges, and the significant impact of SORA Finance in optimizing the liabilities side of clients' balance sheets. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

Jason Pereira engages Whit Lanier, CEO and Co-founder of Amplify Reviews, in a conversation about how financial advisors can harness the power of online reviews to enhance their visibility and attract more clients. Lanier delves into the transformative SEC marketing rule changes and shares his insights on the impact of positive client testimonials in the financial industry, drawing parallels from his previous experiences in healthcare. This episode is a treasure trove for advisors seeking to leverage digital platforms for growth. Episode Highlights: Key Points: Tweetable Quotes: Resources Mentioned: https://www.linkedin.com/in/whitlanier/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, host Jason Pereira speaks with Mark Gilbert, Co-founder and CEO of Zocks Communications. Zocks Communications introduces an artificial intelligence-driven meeting assistant designed specifically for financial advisors. Throughout the discussion, Gilbert delves into the origins of Zocks, its innovative approach to capturing and structuring meeting-based data, and the broader implications of AI in enhancing advisor-client interactions. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comPodcast EditingZocks Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, host Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and implementing their estate plans seamlessly within one comprehensive system. The platform enables financial advisors to guide clients through the process of developing personalized estate plans, providing a streamlined and efficient solution for estate planning. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comlinkedin.com/in/matt-morris-1557ba9bPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and implementing their estate plans seamlessly within one comprehensive system. The platform enables financial advisors to guide clients through the process of developing personalized estate plans, providing a streamlined and efficient solution for estate planning. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comlinkedin.com/in/matt-morris-1557ba9bPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

Jason interviews Nicholas Palahnuk, the founder and CEO of PhilanthPro Solutions. PhilanthPro is a platform designed to assist individuals in planning and managing charitable giving at scale. The conversation highlights the challenges in catering to diverse stakeholders and expresses a shared excitement for contributing to impactful philanthropy. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comhttps://www.linkedin.com/in/npalahnuk/Podcast Editing Hosted on Acast. See acast.com/privacy for more information.

In this episode of Fintech Impact, host Jason Pereira interviews Dave Glaser, the CEO of Dwolla, a leading digital payment solution that empowers third parties to offer streamlined and unified payment processing services. Dwolla's innovative platform facilitates efficient and secure digital transactions, revolutionizing the way businesses handle payments. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comhttps://www.linkedin.com/in/daglaser/https://www.dwolla.com/ Hosted on Acast. See acast.com/privacy for more information.

Jason talks to Robert Wilson, Head of Portfolio Construction and Consultation Services, and Michael Lynds, Managing Director and Head of Retail, both from Picton Mahoney, a well-known Canadian asset manager. The discussion revolves around Picton Mahoney's separate initiative called Second Engine, focused on developing software tools for retail advisors. Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

Jason interviews Cameron Howe, CEO and Co-founder of Investipal. Originally designed for DIY investors, Investipal has evolved into a versatile online platform that also serves advisors, offering enhanced tools for portfolio research and management. The conversation emphasizes Investipal's commitment to financial literacy, particularly among younger generations, and the value of remaining a calculated, revenue-focused, and durable company despite being bootstrapped. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comhttps://www.linkedin.com/in/cameronhowe/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=caPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

Jason interviews Tim Hewson, CEO of LegalWills, an online platform providing millions of users with a simple and accessible solution for creating legal and compliant wills. Tim discusses the importance of having a will, the challenges of estate planning, and how Legal Wills aims to demystify the process. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comhttps://legalwills.company/https://www.linkedin.com/in/timhewson/?originalSubdomain=caPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

Jason interviews Tim Hewson, CEO of LegalWills, an online platform providing millions of users with a simple and accessible solution for creating legal and compliant wills. Tim discusses the importance of having a will, the challenges of estate planning, and how Legal Wills aims to demystify the process. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comhttps://legalwills.company/https://www.linkedin.com/in/timhewson/?originalSubdomain=caPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

Jason welcomes back Reese Harper, the CEO of Elements. It is a platform designed to provide faster and more effective financial advice. The innovative approach of Elements simplifies financial diagnostics, making it accessible to a diverse audience. The episode explores the evolving landscape of financial services and the need for simplicity and accessibility in wealth management. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comhttps://www.advisersoftware.com/Podcast Editing Hosted on Acast. See acast.com/privacy for more information.

Jason welcomes back Reese Harper, the CEO of Elements. It is a platform designed to provide faster and more effective financial advice. The innovative approach of Elements simplifies financial diagnostics, making it accessible to a diverse audience. The episode explores the evolving landscape of financial services and the need for simplicity and accessibility in wealth management. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comhttps://www.advisersoftware.com/Podcast Editing Hosted on Acast. See acast.com/privacy for more information.

Jason talks to Andres Jones, Co-founder, and CEO of Facet. It is a fintech company challenging traditional financial planning models and aims to introduce an advanced form of financial planning to underserviced markets often neglected by the industry. They use a subscription-based approach, focusing on a broader definition of financial planning beyond retirement. The company emerged in response to industry challenges, notably the failure of the DOL fiduciary rule. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.com Hosted on Acast. See acast.com/privacy for more information.

On today's episode, Jason and Guy will reflect on 51 impactful episodes of Fintech Impact. From CRM evolution to the rise of AI in finance, this conversation explores cutting-edge trends and thought-provoking discussions that shaped the year, sharing insights into cybersecurity, marketing, and innovative solutions revolutionizing the advisory landscape. Episode Highlights: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comPodcast Editing Hosted on Acast. See acast.com/privacy for more information.