Fintech Impact

Jason Pereira
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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. Hosted on Acast. See acast.com/privacy for more information.

  1. 2 ദിവസം മുമ്പ്

    InvestorCOM with Parham Nasseri | E428

    Host Jason Pereira welcomes back Parham Nasseri, President of InvestorCOM, to discuss how firms are turning complex regulations into intuitive, digital workflows. Nasseri explains that while some firms still use manual "check-the-box" forms, tech-first companies are using InvestorCOM to automate requirements like Reg BI and KYC-KYP. This approach not only builds a "compliance moat" but also helps advisors provide more defensible advice during high-scrutiny events like 401(k) rollovers. The conversation also previews InvestorCOM’s AI roadmap, specifically the use of "ambient AI" to pre-populate compliance documents directly from meeting recordings. This shift aims to reduce administrative burden, allowing advisors to focus on client outcomes rather than paperwork. This episode is a must-listen for compliance officers and advisors looking to transform regulatory hurdles into a competitive advantage through automation and AI. Episode Highlights: 00:00 Welcome and Guest Intro 00:30 What InvestorCOM Does 01:23 Compliance as Workflow 02:19 Reg BI and CFR Shift 04:10 KYC KYP Best Practices 07:19 Paper Forms vs Digital 09:02 Tech First and AI Future 11:38 US Case Study 401k Rollovers 15:02 AI Roadmap and Note Takers 21:02 Industry Change Mindset 22:42 InvestorCOM Transformation 26:36 Buy vs Build Debate 30:45 Motivation and Closing 32:11 Outro and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor InvestorCOM LinkedIn - Parham Nasseri’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    33 മി.

  2. മേയ് 12

    iFactfind with Dr. Paul Moran | E427

    On this episode of FinTech Impact, host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital portal. Originally built for Australia’s strict compliance landscape, iFactFind uses conditional questionnaires and secure document uploads to create a single, shared dataset between the advisor and client. This ensures that client data stays current and visible to both parties, moving the focus from product sales to professional, goals-based advice. The platform streamlines the advisor workflow with two-way integrations, e-signatures, and upcoming AI-driven document reading. By capturing everything from risk profiles to audit snapshots, iFactFind helps advisors eliminate data-entry errors while meeting high regulatory standards. This episode is a must-listen for advisors looking to digitize their onboarding process and transition to a more professional, data-driven planning model. Episode Highlights: 00:00 Welcome to FinTech Impact 00:39 What Is iFactFind 01:24 Why Build It 03:15 Client Onboarding Flow 07:07 Advisor View and Integrations 08:44 Compliance Built for Australia 11:32 Who It Fits Best 13:04 Product Lessons and Scaling 15:55 Scope Creep Reality Check 16:44 Product Expands Beyond Fact Find 17:53 Should We Build CRM 19:13 Integrations And Pricing Strategy 20:39 Roadmap Modeling And Better Advice Docs 21:51 Monte Carlo Debate 25:15 Goals Based Advice And Professionalism 27:51 Biggest Challenge Building Tech 28:35 Why Financial Planning Matters 30:11 Wrap Up And Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor iFactFind LinkedIn - Paul Moran’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    31 മി.

  3. മേയ് 5

    Fynancial with Tom Fields | E426

    Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notifications, secure documents, and performance data directly to clients. The discussion covers how Fynancial integrates with existing CRMs and planning tools to automate workflows—like "next-best-action" tasks—while ensuring all communications are archived for compliance. By centralizing the client experience, firms are seeing higher satisfaction, easier referrals, and a more modern brand presence. This episode is a must-listen for advisors looking to strengthen client loyalty and modernize their practice through a dedicated mobile experience. Episode Highlights: 00:00 Welcome and Guest Intro 00:49 What Fynancial Does 01:24 Why Advisors Need Phone Real Estate 02:14 Origin Story Fired Client 05:01 Building the Advisor App 06:25 Client Engagement Push Notifications 09:44 Compliance and Secure Messaging 12:03 Success Stories Growth Referrals 16:25 Future Roadmap AI Next Best Action 19:20 Rapid Fire Closing Questions 23:41 Wrap Up and Sponsor Outro Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Fynancial LinkedIn - Tom Fields’ LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    25 മി.

  4. ഏപ്രി 28

    Ezra Group with Craig Iskowitz | E425

    Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group provides objective tech stack evaluations for firms without the bias of referral fees or software sales. The discussion highlights the shift from crypto to AI hype, the dangers of overbuilding in-house tools, and why "integration quality" is often the weakest link in an advisor's workflow. This episode is a must-listen for RIA owners and operations leaders who need a reality check on AI implementation and a framework for building a scalable, well-integrated tech stack. Episode Highlights: 00:00 Milestone Guest Intro 01:23 Craig’s Origin Story 02:51 Tech Change Goes Exponential 04:31 AI Hype Versus Reality 08:03 Regulated Industry Limits 09:28 Buy Versus Build Returns 10:01 Hidden Costs of Building 15:43 When Building Makes Sense 18:22 Super Apps and All-in-One 20:01 Integration Friction Problem 20:43 Integration Reality Check 22:48 AI And Vendor Shifts 26:51 Note Takers Threaten CRMs 29:19 Build Versus Buy Limits 30:49 Tech Spend And Stack Strategy 32:13 Optimize Before Replacing 34:53 Wishes Hiring And Motivation 39:35 Wrap Up And Credits Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Ezra Group LinkedIn - Craig Iskowitz’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    40 മി.

  5. ഏപ്രി 21

    Turnqey Labs with Tyrone Ross | E424

    Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets. Turnqey delivers high-fidelity, audited on-chain data and tax lot reconciliation directly into tools like Morningstar and Wealthbox, allowing advisors to manage crypto with the same rigour as traditional portfolios. Ross highlights how Turnqey uses AI-ready APIs to modernize wealthtech and shares his vision for a future where traditional accounts are eventually replaced by digital wallet identifiers. This episode is a must-listen for advisors and developers needing to bridge the gap between "wild west" crypto data and professional, compliance-heavy wealth management. Episode Highlights: 00:00 Welcome and Guest Intro 00:39 Sprinkles Cupcakes Banter 01:47 What Turnqey Labs Does 03:38 API First Platform Strategy 05:41 AI Rebuild and Cost Savings 08:12 Advisor Onboarding Workflow 10:30 API Keys Over OAuth 12:15 Holdings Intelligence and Education 17:12 Founder Frustrations and Origin Story 18:37 Integration Value for WealthTech 23:13 Future Wallet-Based Accounts 25:55 Rapid Fire Closing Questions 29:45 Wrap Up and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Turnqey Labs LinkedIn - Tyrone Ross’ LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    31 മി.

  6. ഏപ്രി 14

    Prometeo with Ximena Alemán | E423

    Host Jason Pereira interviews Ximena Alemán, co-founder and CEO of Prometeo, about bridging the gap between global corporations and fragmented banking systems through a single, standardized API. Born from the frustration of building digital wallets in Uruguay, Prometeo now connects over 7,000+ financial institutions across 50+ countries, specializing in the Latin America and U.S.–LatAm corridors. Alemán details how their infrastructure streamlines account verification and money movement, while preparing for a future of AI-driven "agentic" payments. This episode is a must-listen for fintech developers and global business leaders looking to simplify cross-border operations and scale rapidly across the complex Americas regulatory landscape. Episode Highlights: 00:00 Welcome and Guest Intro 00:31 What Prometeo Does 01:40 Spaghetti Connectivity Problem 02:54 Origin Story and LatAm Focus 06:01 Coverage and Standardization 07:31 Who Uses Prometeo 08:27 Regulation and Expansion 10:22 Efficiency and Time to Market 12:19 Agentic Payments and AI 17:11 Emerging Markets and RTP Rails 21:16 Rapid Fire Closing Questions 27:21 Wrap Up and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Prometeo LinkedIn - Ximena Alemán’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    28 മി.

  7. ഏപ്രി 7

    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 മി.

  8. മാർ 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 മി.
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പരിചയം

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.

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  • ക്രിയേറ്റർ
    Jason Pereira
  • സജീവമായ വർഷങ്ങൾ
    2018 - 2026
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    427
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  • വെബ്സൈറ്റ് കാണിക്കൂ
    Fintech Impact

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