Fintech Impact

Jason Pereira
  • 5.0 (35)
  • BUSINESS
  • UPDATED WEEKLY

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.

  1. 16 HRS AGO

    Money Risk Inventory with Dr. Charles Chaffin | E422

    Host Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science. Built on years of academic research, MRI moves beyond simple risk scores to objectively assess client biases, financial anxiety, and readiness for change. Chaffin explains how MRI’s suite of tools—including specialized modules for prospect conversion and client check-ins—uses colour-coded insights to help advisors understand a client's "money scripts" and communication style before they even step into a meeting. The conversation explores how this psychological data creates stickier client relationships and more effective coaching, while teasing future plans for deeper AI integration to further personalize the planning process. This episode is a must-listen for advisors who want to move past guesswork and use data-driven psychology to improve client retention and close more prospects. Episode Highlights: 00:00 Welcome and Guest Intro 00:29 What Is Money Risk Inventory 01:00 Origins and Research Roots 02:31 What MRI Measures 03:24 Advisor Workflow and Colour Coding 04:17 Product Line and Packaging 05:20 Prospecting With Genesis 07:37 Client Action and Stages of Change 11:55 Communication and Learning Styles 12:56 Scripts, Advisor Bias, and AI 15:37 Coaching Over Knowledge 18:03 Feeling Heard and Trust 26:01 Future Roadmap for MRI 27:46 Rapid Fire Three Questions 32:55 Closing and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Money and Risk Inventory (MRI) LinkedIn -  Dr. Charles Chaffin’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    34 min

  2. MAR 31

    CapIntel with James Rockwood | E421

    Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products feel tangible for clients. The conversation dives into how the platform embeds compliance controls to prevent proposal errors, the impact of regulatory shifts like Reg BI, and how CapIntel is navigating its expansion into the competitive U.S. and Mexican markets. This episode is a must-listen for wealth management executives and advisors interested in how "hyper-personalization" and integrated compliance are redefining the modern investment proposal. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor CapIntel LinkedIn - James Rockwood’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    32 min

  3. MAR 24

    Knomee with Marla Sofer | E420

    Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mean to them. By turning this unique behavioural data into AI-synthesized insights, Knomee provides advisors with actionable conversation starters and next-best actions to deepen trust and accelerate conversions. This episode is a must-listen for advisors who want to move beyond generic financial planning and use behavioural intelligence to create more personalized, high-trust client relationships. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Knomee LinkedIn - Marla Sofer’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    35 min

  4. MAR 17

    AdvisorCRM with Ryan Borer | E419

    On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and insurance professionals. Inspired by his experience building proprietary tech for a TAMP, Borer explains how his platform avoids the rigid, breakable workflows of traditional systems by focusing on flexibility and data-driven signals. The conversation explores the shift toward a more open tech ecosystem—supported by Advisor CRM’s APIs—and introduces Trove, a new AI-driven opportunity intelligence tool designed to surface growth leads automatically. This episode is a must-listen for advisors frustrated by "clunky" CRM workflows and firm owners looking to stay ahead of the curve with AI-integrated client management. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor AdvisorCRM LinkedIn - Ryan Borer’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    24 min

  5. MAR 10

    Nexhelm AI with Brian Abatemarco | E418

    Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, Outlook, and DocuSign—to execute complex tasks via simple prompts, ensuring advisors never "drop the ball" on client requests. The discussion covers the platform's ability to automate everything from onboarding to email filing, while touching on the broader challenges of scaling fintech and the vital role of CFP education in the AI era. This episode is a must-listen for forward-thinking advisors and operations leaders who are tired of manual data entry and want to see how "agentic AI" can finally bridge the gap between their disconnected software tools. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Nexhelm AI LinkedIn - Brian Abatemarco’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    24 min

  6. MAR 3

    Nitrogen with Dan Zitting | E417

    Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the company’s evolution from a niche risk-scoring tool into a comprehensive AI platform. Dan outlines how Nitrogen is leveraging a new agentic AI engine to automate the advisor meeting lifecycle, effectively shrinking hours of manual preparation into minutes. Beyond technical updates, the conversation dives into Nitrogen’s expanded suite—covering everything from portfolio research to tax education—and Dan’s vision for overcoming the data and compliance hurdles that currently slow down AI adoption in wealth management. This episode is a must-listen for financial advisors and RIA owners looking to reclaim their schedules through automation, as well as fintech enthusiasts interested in how legacy brands successfully navigate a total AI-centric pivot. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Nitrogen Wealth LinkedIn - Dan Zitting’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    22 min

  7. FEB 24

    Hamachi.ai with Mike Wilson | E416

    In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors that unifies data from systems like CRMs and portfolio platforms to power workflow “bots” such as a daily dossier and household brief. Wilson explains Hamachi’s origin, its compliance-first guardrails, and its strategy to embed via integrations and API rather than compete for the advisor desktop. They also discuss roadmap integrations and partners, including TaxStatus, FP Pathfinder, Financial’s client portal distribution, and potential research data sources like Morningstar and Zacks. Episode Highlights: 00:00 Welcome to FinTech Impact + Meet Mike Wilson (Hamachi) 00:30 What Hamachi Does: An AI ‘Governing Intelligence Layer’ for Advisors 01:09 Origin Story: From Orion Alumni to Compliant Advisor AI 02:52 From Email Add‑On to Guardrailed Chat: Early Product Evolution 04:38 Real Advisor Workflows: Daily Dossier & Household Brief in Action 08:58 Integration Roadmap: CRM, Portfolio Platforms, and Tax Data (TaxStatus) 10:52 Where Hamachi Fits: Embedded AI, API Strategy, and Bot Marketplace 14:25 What’s Next: Pathfinder Workflows, Client Portals, and Research Feeds 23:28 Why Governance Matters: PII Redaction, Audit Trails, SEC/FINRA Compliance 27:21 Rapid‑Fire Wrap‑Up: Industry Wish, Biggest Challenge, and What Excites Mike 33:01 Closing Remarks, Call to Action, and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Hamachi.ai LinkedIn - Mike Wilson’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    34 min

  8. FEB 17

    Sovos with Kevin Akeroyd | E415

    In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company. Kevin shares the history and evolution of Sovos, its critical role in global tax compliance, and the company’s integration of AI and technology. He also discusses the challenges and future of tax compliance, including the impact of crypto reporting and e-invoicing mandates worldwide.  This episode delves into how Sovos helps businesses seamlessly navigate complex tax landscapes and maintain compliance across various countries and tax laws. Episode Highlights: 00:00 Introduction to FinTech Impact 00:29 Meet Kevin Akeroyd, CEO of Sovos 01:26 The Evolution of Sovos 03:27 Challenges and Integration 05:18 Tax Compliance Complexity 09:27 Mid-Market and Down-Market Strategies 14:18 Global Tax Compliance Trends 16:34 Crypto Reporting and Innovations 21:40 AI and Future Prospects 28:07 Conclusion and Final Thoughts Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Sovos LinkedIn - Kevin Akeroyd’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    34 min
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5
out of 5
35 Ratings

About

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.

Information

  • Creator
    Jason Pereira
  • Years Active
    2018 - 2026
  • Episodes
    421
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Fintech Impact

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