Fintech Impact

Jason Pereira

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 دن پہلے

    Wealth.com Revisited Danny Lohrfink | E435

    Host Jason Pereira sits down with Daniel Lohrfink, CPO of wealth.com, to chart the company’s rise into a powerhouse estate planning platform for financial advisors. The business was sparked by a classic frustration: after selling their previous startup, the founders found themselves caught in a messy, disjointed web of advisors, CPAs, and estate attorneys, realizing the industry desperately needed a unified solution. Lohrfink breaks down how wealth.com built its edge by having actual attorneys spend years hand-labelling legal documents to create a massive, proprietary dataset. This unique data now powers "Esther," their highly tuned legal AI. Fresh off a $65 million funding round, the company is rapidly expanding from basic estate setups into complex tax planning, while upgrading its tech to use advanced AI "agents" that handle complicated workflows securely and accurately. This episode is a must-listen for wealth managers and tech-forward advisors who want to see how real-world data and advanced AI are finally simplifying complex legal planning. Episode Highlights: 00:00 Welcome and Guest Intro 00:31 What Wealth.com Does 01:18 Origin Story and Domain 03:26 Funding Round and Growth 04:09 Estate Planning Product Basics 04:45 Building Esther AI Engine 08:41 Adoption Curve and Market Need 11:32 Where the Capital Goes 18:00 Expanding Into Tax Planning 22:40 Integration Strategy and Agents 26:53 Deterministic AI for Planning 30:58 Rapid Fire Closing Questions 34:45 Wrap Up and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Wealth.com LinkedIn - Danny Lohrfink’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    36 منٹ

  2. 30 جون

    ClearEstate  with Jean-Philippe Daunais |E434

    Host Jason Pereira interviews Jean-Philippe Daunais, Chief Product Officer at ClearEstate, a platform built to act like "TurboTax for closing an estate." Inspired by a co-founder's difficult experience handling a parent's passing, the digital platform combines real human support with software to guide grieving families through the overwhelming 12-to-18-month paperwork maze—including finding hidden assets, filing court documents, and sorting out complex estate taxes. Operating across Canada and parts of the U.S., ClearEstate is designed to be affordable by charging a flat 1% fee with no minimum asset requirements. The platform is expanding its reach by introducing upgraded tools for financial advisors and conversational AI workflows, making it easier for regular people to navigate end-of-life planning and settlement without paying massive legal fees. This episode is a must-listen for anyone named an executor of a will, as well as financial planners looking for a digital tool to guide their clients through the stressful probate and estate-planning process. Episode Highlights: 00:00 Welcome to Fintech Impact 00:31 What ClearEstate Does 00:59 Why Estate Settlement Hurts 01:30 Origin Story and Insight 04:31 How the Platform Works 06:16 Planning and Pro Executor 08:38 Pricing and Neutral Fiduciary 11:34 Advisors and Family Conflict 13:05 Long Tail Digital Assets 14:56 Fit Limits and Expansion 17:11 Future Roadmap and AI 18:28 Rapid Fire Closing Questions 22:56 Wrap Up and Outro Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor ClearEstate LinkedIn - Jean-Philippe’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    24 منٹ

  3. 23 جون

    WealthReach with Michael Barrasso | E433

    Host Jason Pereira interviews Michael Barrasso, co-founder and CEO of WealthReach, about an AI platform designed to help financial advisors get found online. Barrasso explains that most advisor websites fail because they rely on generic templates or expensive designs that lack basic search engine optimization (SEO). WealthReach solves this by building custom websites powered by a 24/7 AI engine that constantly researches keywords, updates content, and ensures the firm ranks high on both Google and modern AI search tools like ChatGPT and Claude. The platform also includes a "Convert" feature, which uses a website tracking pixel to identify anonymous visitors who browse the site but leave without filling out a form. By turning vague web traffic into actual prospect names and contact data, WealthReach allows advisors to move past basic referrals and tap into an automated, repeatable system for booking new client appointments. This episode is a must-listen for financial advisors looking to modernize their marketing strategy and discover how to get their firms cited by AI search engines. Episode Highlights: 00:00 Welcome to Fintech Impact 00:23 Meet WealthReach 00:56 Origin Story and Growth 02:02 Why Advisors Struggle 04:15 Website SEO Audit Findings 06:09 Custom Sites and Messaging 08:29 Attract SEO Engine 11:38 Advisor Workflow Options 13:24 Staying Ahead of Google 15:41 Early Results and ROI 19:22 Convert Module and Referrals 21:00 Niches and Long Tail SEO 24:54 Rapid Fire Closing Questions 27:33 Wrap Up and Credits Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor WealthReach LinkedIn - Michael Barrasso’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    28 منٹ

  4. 16 جون

    Wealthtender with Brian Thorp | E432

    Host Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark 2021 SEC rule change. Wealthtender makes using testimonials safe and simple by automatically embedding required regulatory disclosures that standard review sites like Google miss, allowing advisors to easily import existing feedback and solicit new reviews without "cherry-picking" only their best clients. Because the platform ranks highly on search engines, these compliant testimonials easily surface on Google and feed directly into AI tools like ChatGPT and Gemini. This significantly boosts an advisor's online discovery and builds immediate trust with everyday consumers looking for financial advice. This episode is a must-listen for financial advisors looking to safely grow their online reputation and digital footprint under modern compliance rules. Episode Highlights: 00:00 Welcome and Guest Intro 00:27 What Is Wealthtender 01:04 Origin Story and SEC Rule Shift 02:29 Why Google Reviews Fail 04:28 Advisor Onboarding Experience 05:46 Using Testimonials Everywhere 07:30 How Reviews Are Collected 09:14 Measuring Impact and Visibility 10:27 AI Search and AEO Strategy 12:16 Advisor Wins and Social Proof 15:13 Future Roadmap in AI Era 16:59 Transparency and Buying Decisions 21:48 Rapid Fire Closing Questions 28:02 Wrap Up and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Wealthtender LinkedIn - Brian Thorp’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    29 منٹ

  5. 9 جون

    Slant with Thomas Clawson | E431

    Host Jason Pereira interviews Thomas Clawson, co-founder of Slant, an AI-native CRM built from the ground up for financial advisors. Launched in late 2025, Slant shifts the traditional CRM focus by using the "household" as its core data object. This structure allows its AI engine to instantly generate accurate context for client summaries, meeting prep, and firm-wide queries like tracking geographic exposure or review cadences. The conversation highlights how Slant uses natural language and selectable AI models to automate record updates immediately after client meetings. Clawson also discusses the hurdles of wealthtech integration and maps out Slant’s future, including public API access, deeper custodian connections, and proactive, relationship-focused alerts. This episode is a must-listen for forward-thinking advisors and operations leaders looking to replace rigid databases with a flexible, AI-driven client management system. Episode Highlights: 00:00 Welcome and Guest Intro 00:43 Slant Origin Story 01:59 Rethinking CRM Around Households 05:15 Defining a Household 07:57 AI Features and Chat Everywhere 10:47 Workflow Flexibility and Change 15:18 Solos vs Enterprises in AI 19:11 Open Models and Public API 20:24 Data Model and Structured Inputs 24:05 Roadmap Integrations and Deliverables 27:34 Lightning Round and Closing Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Slant LinkedIn - Thomas Clawson’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    31 منٹ

  6. 2 جون

    Wise Revisited with Josh Rowat | E430

    Host Jason Pereira interviews Josh Rowat of Wise about the company’s mission to make international money movement faster and cheaper. Operating in 150+ countries, Wise delivers 75% of its payments instantly with an average fee of just 0.51%. The conversation focuses on Wise’s expansion in Canada, where new regulatory changes allow non-banks direct access to payment rails via Payments Canada and Interac. Rowat explains how these milestones bypass traditional banking bottlenecks to lower costs, increase speed, and prepare for the future of real-time open banking. This episode is a must-listen for fintech professionals and cross-border businesses looking to understand how regulatory shifts are lowering global payment friction. Episode Highlights: 00:00 Welcome And Guest 00:35 Wise Elevator Pitch 02:23 Canada Payments Canada Milestone 04:47 How Wise Got Approved 08:27 Global Access Trends 10:57 Why Direct Rails Matter 12:43 Wise Platform As Pipes 13:57 What's Next For Wise 16:00 Instant Rails And Adoption 20:57 Rapid Fire Closing Questions 24:17 Wrap Up And Sponsor Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Wise LinkedIn - Josh Rowat’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    25 منٹ

  7. 26 مئی

    Contio with Aaron Klein | E429

    Host Jason Pereira welcomes Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem." Klein explains that most advisor meetings suffer from poor agendas, missing data, and heavy manual follow-up. Contio’s MeetingOS solves this by using AI to build collaborative agendas and "pre-brief" advisors—pulling together past history, performance reports, and financial plans to anticipate client questions before the meeting starts. The conversation covers the technical side of the platform, including how it securely captures system audio to build a shared "firm intelligence." By turning conversations into structured data, Contio helps firms transform meeting notes into automatic workflow outputs while keeping client data in a secure, private cloud. This episode is a must-listen for advisors looking to eliminate meeting prep drudgery and leaders interested in how the next generation of "MeetingOS" tech will drive firm efficiency. Episode Highlights: 00:00 Welcome Back, Aaron Klein 01:00 Riskalyze to Nitrogen Rebrand 02:16 Keeping the CEO Exit Secret 02:36 Fearless Keynote Cancer Scare 04:55 Introducing Contio Origins 07:21 AI Notetakers Miss the Point 08:26 Roman Empire Naming Fun 09:47 MeetingOS for Advisors 10:49 Client Review Prep Magic 14:38 Building the Tech Team 18:12 Hard Problem Audio Capture 19:18 Security Bet and Predictions 19:48 Data Theft and PII Risks 20:21 Private Cloud Security Wall 21:15 Compounding Workspace Intelligence 25:25 APIs Partners and No Lock In 27:12 Orchestrating AI at Work 30:29 Wish More Advisors Invest 36:00 Biggest Build Challenge 37:20 Why Keep Building 38:26 Wrap Up and Sponsor Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Contio LinkedIn - Aaron Klein’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    39 منٹ

  8. 19 مئی

    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 منٹ
سبھی دیکھیں (434)

کے بارے میں

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.

معلومات

  • تخلیق کار
    Jason Pereira
  • فعال سال
    2018 - 2026
  • ایپی سوڈ
    434
  • درجہ بندی
    صاف کریں
  • کاپی رائٹ
    © All rights reserved
  • ویب سائٹ دکھائیں
    Fintech Impact

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