Fintech Impact

Jason Pereira
  • 3.9 (7)
  • 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. 1d ago

    Dispatch with Rob Nance | E441

    Eliminating repetitive paperwork is the driving force behind Dispatch, a platform acting as a neutral data translation layer—a "Plaid for wealth management." CEO Rob Nance explains how Dispatch solves the industry's biggest operational headache by automatically syncing client data across CRMs, custodians, and financial planning software without requiring firms to replace their existing tech stack. By building a standardized data connection, the platform streamlines "revenue-critical" moments like digital account opening and advisor transitions—highlighted by a recent case where a firm migrated $500 million and 3,300 accounts in just 2.5 weeks. As Dispatch expands its deep integrations and opens its API to other fintechs, it aims to eliminate redundant data entry, reduce form errors, and help wealth management practices unify their operations. Give this episode a listen to discover how modern data layers are eliminating redundant data entry and unifying wealth management practices. Episode Highlights: 00:00 Welcome and Guest Intro 00:34 Dispatch Origin Story 01:06 Revenue Critical Data Moments 03:37 Client Data Focus and Planning 05:06 Plaid for Wealth Management 06:34 Standardization and Translation Layer 09:28 Network Effects and Deep Integrations 13:55 Neutral Pipes in an AI OS Race 18:03 Next Frontier Advisor Transitions 19:44 Transition Complexity and Case Study 22:06 Rapid Fire Closing Questions 25:07 Wrap Up and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Dispatch LinkedIn - Rob Nance’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

  2. Aug 11

    Avantos with Bassam Chaptini | E440

    What happens after a client signs on the dotted line? In this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos, to dive into an AI platform tackling the messy administrative gap of wealth management—from onboarding to daily servicing. Using a "knowledge graph" to map relationships across multiple systems, Avantos deploys smart AI agents to fill out custodian paperwork and execute routine tasks, keeping human advisors firmly in control for final approvals. Instead of forcing firms through painful data migrations, Avantos syncs with existing software and pushes live updates everywhere at once. Backed by heavyweights like Vanguard, SEI, and Mercer Advisors, the platform is standardizing custodian workflows and preparing to bring its time-saving automation to insurance and banking next. If you’re a wealth management leader looking to kill post-onboarding paperwork and streamline your operations, you'll want to add this conversation to your queue. Episode Highlights: 00:00 Welcome and Guest Intro 00:31 What Avantos Does 01:37 Why Client Onboarding Is Hard 04:02 Knowledge Graph Approach 05:13 No Migration and Unified Onboarding 07:58 Traction and Design Partners 09:22 Agentic AI With Context 13:18 Relationship Intelligence Layer 15:47 Servicing Platform Integrations 17:44 Roadmap Multi-Product Future 20:32 Closing Thoughts and Wrap Up 21:15 Outro and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Avantos LinkedIn - Bassam Chaptini’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

  3. Aug 4

    NARSSA with Martha Shedden & Ted Rosedale | E439

    Host Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online Social Security calculators often fall short. They break down why Social Security optimization is a complex, high-stakes decision—especially for couples, widows, and divorcees—where simple estimates miss key variables like spousal benefits, taxation, and life expectancy. To solve this, NARSSA pairs accredited advisor education with its RSSA Roadmap software, a tool that directly imports official earnings records to build personalized, visual reports. The platform models complex interactions like survivor benefits and required minimum distributions (RMDs), helping advisors ensure their clients don't leave tens of thousands of dollars unclaimed. This episode is a must-listen for financial advisors and retirement planners looking to master Social Security optimization and uncover hidden value for their clients. Episode Highlights: 00:00 Welcome and Guests 00:35 What NRSSA Does 01:35 How NRSSA Started 02:51 Why Social Security Matters 04:17 Beyond Simple Calculators 06:14 Where SSA Estimates Fail 07:10 Key Claiming Decisions 09:12 Longevity and Timing 11:23 Handling Early Claim Fears 13:40 Survivor Benefit Strategies 17:27 Holistic Planning Impacts 19:13 Roadmap Software Walkthrough 21:07 Specialist vs General Tools 22:49 Rapid Fire Closing Questions 29:09 Wrap Up and Sponsor Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor NARSSA LinkedIn - Martha Shedden’s LinkedIn LinkedIn - Ted Rosedale’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

  4. Jul 28

    Capgemini with Dominic Benson and Charles Dally | E438

    Host Jason Pereira sits down with Capgemini’s Charles Dally and Dominic Benson to break down the GENIUS Act, the landmark federal law establishing the first regulatory framework for U.S. stablecoins. Unlike traditional cryptocurrencies, stablecoins are digital dollars pegged 1:1 to fiat currency. By forcing issuers to back their tokens 1:1 with high-quality liquid reserves and pass regular audits, this legislation clears up massive regulatory uncertainty and opens the door for mainstream, institutional adoption.   The conversation explores how stablecoins will shift from a niche crypto asset into an "invisible" infrastructure layer driving 24/7 real-time global payments. Dally and Benson explain how this digital money movement bypasses traditional banking bottlenecks, cutting cross-border fees and paving the way for AI-driven automated operations. While banks face new competition and infrastructure costs, the ultimate shift will likely mean faster, cheaper, and more inclusive financial services for regular consumers. This episode is a must-listen for fintech professionals, bank executives, and corporate treasury leaders who want to understand how newly legalized digital dollars will fundamentally change global payments. Episode Highlights: 00:00 Welcome and Guests 00:39 Capgemini Overview 02:16 What Are Stablecoins 04:27 Genius Act Explained 08:12 Bank Impacts and Use Cases 11:38 Efficiency and Cross-Border Effects 13:58 Adoption and Implementation Challenges 20:06 Compliance Costs and Regulation Outlook 21:14 Ten-Year Predictions 24:51 Blue Sky Wishes and Inclusion 27:47 Wrap Up and Sponsor Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Capgemini LinkedIn - Dominic Benson’s LinkedIn LinkedIn - Charles Dally’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

  5. Jul 21

    Jump Revisited with Parker Ence | E437

    Host Jason Pereira interviews repeat guest Parker Ence of Jump, which provides “trusted AI” for advisors and financial professionals. Ence explains Jump’s expanded suite: JUMP Meet (AI meeting assistant used by about 35,000 advisors), JUMP Grow (turning meeting data into intelligence to drive organic firm growth), and Jump Onboard (AI-driven client intake, document/form data extraction, and faster account opening). He details Jump’s insights approach, including talk-time measurement, AI scorecards for coaching and firm standards, dashboards on objections and trending client concerns, and “signals” that surface growth opportunities such as held-away assets.  Ence shares CRM-related results improving meeting logging and compliance note capture, says Jump aims to complement CRMs, and previews AI Associate for proactive search and workflows plus upcoming real-time meeting interventions and automated client deliverables. Episode Highlights: 00:00 Welcome Back Parker 00:42 Jump Product Suite 05:57 Insights That Drive Growth 14:49 Onboarding And Data Extraction 17:16 Roadmap AI Associate 20:37 Will Jump Become A CRM 28:29 Moats And Sticky Workflows 30:22 Rapid Scaling Lessons 34:51 Closing And Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Jump LinkedIn - Parker Ence’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

  6. Jul 14

    Clarista with Survat Bansal | E436

    Host Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive data-engineering projects. Bansal explains how Clarista acts as a secure "data fabric", streaming information directly from a firm's existing software without forcing them to completely overhaul their databases or risk platform lock-in. The conversation dives into how Clarista bridges the gap between fast AI development (like "vibe coding") and strict corporate realities, ensuring every app has ironclad data tracking, role-based security controls, and strict compliance audits. By providing a shared internal catalogue, the platform stops teams from accidentally building duplicate AI tools while helping wealth management firms quickly turn messy data into reliable, automated daily workflows. This episode is a must-listen for operations leaders and CTOs at wealth management firms who want to build custom AI workflows quickly while maintaining rigorous corporate data governance. Episode Highlights: 00:00 Welcome and Guest Intro 00:40 What Clarista Does 01:10 Origin Story and Growth 01:51 Building the Data Fabric 04:59 Why Data Is Hard 06:38 Outcome Focused Delivery 07:34 From Insights to Workflows 08:55 Agents and Vibe Coding 10:37 Enterprise Pitfalls and Controls 18:45 Avoiding Duplicate AI Apps 22:27 Who Is Winning With AI 25:08 Rapid Fire Closing Questions 28:01 Wrap Up and Sponsor Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Clarista LinkedIn - Survat Bansal’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

  7. Jul 7

    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.

  8. Jun 30

    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.

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3.9
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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
    440
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Fintech Impact