Fintech Impact Jason Pereira

In this episode of Fintech Impact, Jason Pereira welcomes back Corey Westphal, from Mobile Assistant. Having first appeared on the show in August 2019, Corey discusses the evolution of Mobile Assistant since his last interview, focusing on its adaptation for the future. Together, they delve into how Mobile Assistant has innovated dictation services for financial advisors, enhancing data accuracy and integration with client relationship management (CRM) systems.
Episode Highlights:
00:10: Jason Pereira opens the episode by welcoming listeners to Fintech Impact and introduces his guest, Corey Westphal, highlighting his return to discuss the progress of Mobile Assistant since their last conversation in 2019. They touch on the significant changes in the world and industry since then.00:59: Detailing the core functionality of Mobile Assistant, Corey describes how the service simplifies documentation for financial advisors through a template-driven dictation process, emphasizing the human aspect of their U.S.-based transcription service and the high accuracy of their notes.02:34: Reflecting on 2019, Corey speaks about the growth of their company and how their remote workforce setup fortified them against the operational challenges presented by global lockdowns, allowing them to focus on innovation.06:56: The introduction of the Assistant Template Manager (ATM) allowed organizations to standardize dictation processes by creating and distributing templates across teams, enhancing the consistency and efficiency of data capture.11:30: Addressing the challenges and opportunities presented by AI, Corey emphasizes the importance of starting with accurate data as a "source of truth" for AI tools to be truly effective and reliable.18:05: Looking forward, Corey shares his vision for how Mobile Assistant's structured data capture can streamline financial advisors' workflows, from improving client interactions to automating documentation processes.26:00: Corey identifies the challenge of technology adoption among financial advisors and shares how Mobile Assistant is addressing this with shorter, more engaging onboarding videos to ease users into adopting dictation technology in their daily routines.28:24: Corey shares what excites him most about his work - the positive impact it has on his employees and the opportunity to provide valuable, fulfilling careers within his company, underscoring the personal satisfaction he derives from his role and the company's growth.
Key Points:
Accurate data is the cornerstone of effective technology application in the financial industry, particularly with the advent of AI tools.The introduction of features like dictation templates and the Assistant Template Manager emphasizes Mobile Assistant's focus on improving ease of use and standardization in data capture, leading to more efficient and consistent documentation practices among financial advisors.The future of Mobile Assistant and similar technologies lies in further automating and integrating financial documentation processes, potentially revolutionizing how advisors interact with clients and manage data.
Tweetable Quotes:
"Accuracy is not a nice-to-have, it's a requirement. And that's what Mobile Assistant excels at." - Corey"We're living in a TikTok world, and no one wants to watch a half-hour training. Making onboarding quick and engaging is key to technology adoption." - Corey"Our mission is to be the source of truth when it comes to client meeting interaction data." - Corey
Resources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – Sponsorhttps://www.linkedin.com/in/mobileassistantceo/ 
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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:
00:33: Ryan Eisenman briefly appreciates being a part of the podcast, leading to a deeper conversation about the genesis of Arch. The discussion lays the foundation, revealing how the pain points of investing in private markets drove the creation of Arch as a digital solution to aggregate and interpret diverse investment documents into a seamless, unified platform.05:20: Demonstrating the operational aspect of Arch, Ryan elaborates on how the platform gathers, digitizes, and structures data, ensuring a single source of truth for investment information. This process fundamentally transforms PDFs into actionable insights, directly contributing to more informed investment decisions.09:40: Addressing the expansion of Arch database, Ryan articulates how new client onboarding serves as a gateway to enriching the platform's investment information repository, thereby streamlining the process for future clients and enhancing the comprehensiveness of Arch service.10:28: The operational mechanics of onboarding new investments on Arch are laid out, benchmarking the efficiency and scalability of the platform in accommodating a diverse range of private equity positions and alternative investments within a structured timeline.12:15: The discussion shifts to capturing the reception from advisors and the inherent value proposition Arch introduces to the marketplace, addressing historical challenges in initial client acquisition and emphasizing the transformational impact on both advisors' operational capabilities and client experiences.15:09: The episode concludes with a forward-looking perspective, where Ryan shares his vision for Arch to evolve into a comprehensive operational framework for managing alternative investments, emphasizing the long-term goal of broadening access to alternative investments for a wider demographic of investors.
Key Points:
The integration of technology in managing alternative investments can significantly alleviate the administrative burdens for both advisors and investors, centralizing and digitizing data for enhanced decision-making.Establishing partnerships and gaining acceptance from vendors and asset managers is crucial for innovative platforms like Arch to scale and streamline the investment management process in the private market sector.By focusing on automating the retrieval and structuring of investment data, Arch aims to not only improve the investment management experience but also increase accessibility to alternative investments for a broader audience.
Tweetable Quotes:
"By simplifying the complex, we make alternative investments more accessible and manageable." - Ryan Eisenman"Transforming customer pain points into empowering experiences drives our innovation at Arch." - Ryan Eisenman
Resources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – Sponsorhttps://www.linkedin.com/in/ryan-eisenman-21811246/ 
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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:
00:31: Tina Powell expresses her enthusiasm for being a part of the podcast and her recent encounter with Jason at T3. This initial interaction highlights Tina's vibrant presence in the financial industry and hints at the valuable insights she's poised to share on branding strategies.02:25: Tina delves into the common misconception equating brand with a logo and elaborates on the complexity of branding, including messaging, positioning statements, and the emotional connection brands forge with their audience. This explanation is crucial for understanding the comprehensive services offered by Advisor Brand Builder. 03:31: By discussing the technology behind Advisor Brand Builder, Tina highlights how it combines AI with a human touch to tailor branding solutions for financial advisors. This fusion aims to address the unique challenges in financial advisory branding with both efficiency and personalization. 05:20: The conversation shifts towards the technical workings and user experience of Advisor Brand Builder. Tina explains the step-by-step process advisors undergo in creating their brand through the tool, demystifying the technology and showcasing its accessibility. 09:17: Tina stresses the importance of integrating advisors origin stories, values, and unique differentiators into their branding strategy. This segment illuminates Advisor Brand Builders capacity to capture and convey the deeper narratives that distinguish financial advisors. 24:15: The final segments offer a comprehensive list of deliverables provided by Advisor Brand Builder, including visual elements, messaging, website copy, and more. Tina elaborates on how these components converge to form a cohesive brand identity tailored to each advisor’s vision and values.
Key Points:
Branding in financial advisory is about more than just a logo; it encompasses messaging, values, and an emotional connection with the audience.Advisor Brand Builder leverages a combination of AI and professional insight to offer personalized and effective brand development, significantly reducing the time and cost associated with traditional methods. The tool’s intuitive design and comprehensive questionnaire ensure that each advisor’s unique story and values are at the forefront of their brand identity, reinforcing the importance of authenticity in marketing.
Tweetable Quotes:
"A brand is more than a logo; it's an emotional connection and perception people have about you." - Tina Powell"With Advisor Brand Builder, transforming branding from months and thousands of dollars to days and cost-effective solutions is now a reality." - Tina Powell"Human stories and values are the heartbeat of your brand. Let them speak through your branding." - Tina Powell
Resources Mentioned:
Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor LinkedIn – Jason Pereira's LinkedIn https://www.linkedin.com/in/tinapowell/ 

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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:
01:04: Madalyn Armijo shares the origin story of Dispatch, highlighting the collective realizations among the co-founders regarding the persistent data management challenges faced by financial advisors. This moment of insight led to the conception of Dispatch, aimed at addressing these issues comprehensively and efficiently.04:08: Madalyn characterizes Dispatch as a foundational utility within the wealth tech ecosystem, akin to a public utility, facilitating seamless data orchestration without requiring advisors to manage the intricacies of system-by-system integration. 04:56: The discussion narrows down to the specific type of data Dispatch handles client information”and how it overcomes the inherent complexity and variability of such data across different platforms through sophisticated normalization and translation techniques. 06:11: The flexibility and customization offered by Dispatch are elaborated upon, demonstrating how the platform can adapt to a range of utilization scenarios, from advisor-led data entry to client-driven information input, thereby streamlining the onboarding process. 10:46: Madalyn explains how Dispatch extends beyond mere data integration to facilitate smoother account opening processes, reducing the burden on advisors and enhancing the client onboarding experience through digital solutions that obscure the complexities of dealing with multiple custodians.15:52: Looking towards the future, Madalyn envisions expanding Dispatch's capabilities horizontally across the financial services sector, suggesting a broader application of the platform's integration and data management solutions beyond the advisory space. 18:24: The concluding segment invites reflection on the challenges and aspirations associated with developing and scaling Dispatch, emphasizing the critical role of talent acquisition and the unwavering passion of the team for innovating within the fintech industry.
Key Points:
Dispatch aims to transform the financial advisory landscape by enabling seamless integration of disparate systems, thereby addressing the perennial issue of manual data entry and error management. The platform’s focus on client data and its capacity to normalize and translate this information across various systems highlight a novel approach to tackling the complexities of data management in wealth tech. Flexibility and customization are central to Dispatch’s value proposition, offering tailored solutions that accommodate diverse operational needs and preferences among financial advisors.
Tweetable Quotes:
"In our industry, simplifying data integration is not just a convenience, it's a game changer." - Madalyn "Dispatch is like a public utility for financial data, laying the groundwork for a more efficient and error-free advisory process." - Madalyn "A delightful user experience in fintech is not just a nice-to-have; it's essential to driving adoption and satisfaction." - Madalyn
Resources Mentioned:
Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor LinkedIn – Jason Pereira's LinkedIn https://www.linkedin.com/in/madalyn-armijo/ 

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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:
00:26: Jonathan shares the concept behind Invest, emphasizing its role as a networking site where users can connect based on shared investment objectives and preferences. He details the platform's user-friendly setup process, highlighting its emphasis on compatibility and ease of use.02:16: Jonathan touches on the struggles of finding investment partners and how these experiences seeded the idea for Invest. His emphasis on leveraging online connections for real estate partnerships underscores the innovative approach of the platform.03:21: Here, Jonathan elaborates on the user journey within Invest, from account creation to matching with potential co-investors. His description provides insights into the platform's security measures and the user verification process, reinforcing its credibility.05:17: This segment delves into the diverse user base of Invest, ranging from individual investors to more experienced ones looking for substantial projects. Jonathan's analysis of user demographics reveals the platform's broad appeal.09:01: Jonathan outlines his vision for Invest's future, focusing on expanding services and user base to maximize value and reach within the real estate investment community.09:50: Feedback from users is shared, emphasizing positive responses, especially regarding the platform's security features and its ability to connect people with unexplored co-investment opportunities.11:05: Jonathan expresses a wish to simplify the real estate investment process further, identifying the complexities and barriers that currently deter potential investors.11:41: The conversation shifts to challenges faced in scaling Invest, stressing the importance of effective communication and outreach to potential users.12:10: Highlighting what motivates him, Jonathan shares the excitement derived from user feedback and the joy of designing and implementing new features on the platform.12:47: Jason concludes the interview, thanking Jonathan for his insights and outlining the episode's closure.
Key Points:
Invest seeks to streamline the co-investment process in real estate, facilitating connections between like-minded individuals through a tailored matchmaking approach.The platform emphasizes security and user verification, ensuring a trusted environment for investment discussions and collaborations.By focusing on user feedback and the incorporation of new functionalities, Invest is poised for growth, aiming to expand its services and user base further.
Tweetable Quotes:
"If you can meet a life partner online, why can't you meet a business partner online?" - Jonathan"Investing in real estate requires a big team. We're looking to facilitate that collaboration within our platform." - Jonathan"Our main goal is to remove barriers in the real estate industry, making investment opportunities more accessible to everyone." - Jonathan
Resources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorLinkedIn – Jason Pereira's LinkedInhttps://www.linkedin.com/in/jonathan-faerman/ 
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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:
00:10: Jason introduces the episode with guest Emmanuel Daniel, who is set to discuss the transformation of the banking industry, as outlined in his book, "The Great Transition." The introduction sets the stage for a conversation aimed at decoupling the current and future states of banking, touching upon the evolution towards a more digital, open model that empowers customers and challenges traditional banking paradigms. 00:35: Emmanuel Daniel expresses gratitude for being on the program, preparing listeners for an insightful discussion on the radical shifts within the banking sector and the overarching themes of his book.01:55: Emmanuel continues to unfold the narrative of banking transformation, highlighting the fundamental shift from physical banking paradigms to a digital era where direct transactions and personalized finance are becoming the norm. This segment bridges historical context with current technological innovations, illustrating a future where banking is no longer constrained by traditional infrastructures. 03:03: The discussion shifts towards the convergence of decentralized finance with traditional banking, underscoring the forthcoming challenges and opportunities. Emmanuel discusses how central banks are preparing for a digital transformation, signifying a groundbreaking shift in how financial services are rendered and consumed. 04:13: Jason acknowledges the depth of Emmanuel's insights, proposing to dissect specific transformative trends and their implications on the banking industry further. This moment offers a brief reflection on the broad spectrum of changes discussed.
Key Points:
The transformation of banking is not merely about adopting new technologies but involves a fundamental shift towards personalized finance, challenging traditional banking models.Decentralized finance and digital currencies are catalyzing a major shift in banking operations, customer interactions, and regulatory frameworks.For banks to remain relevant, they must embrace open banking, prioritize customer-centric products, and navigate the complex regulatory landscape with innovative solutions.
Tweetable Quotes:
"In our industry, transformation has many faces but one core: the shift towards personalized, decentralized finance." - Emmanuel Daniel"Banking is at a crossroads, facing the digital revolution head-on. The future belongs to those who embrace change." - Emmanuel Daniel"Regulations frame the game, but innovation changes the rules. Banks must navigate this landscape with foresight and agility." - Emmanuel Daniel
Resources Mentioned:
Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor LinkedIn – Jason Pereira's LinkedIn https://www.linkedin.com/in/emmanuel-daniel-5764482 

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