Fintech Impact

Jason Pereira
  • ٣٫٩ (٧)
  • الأعمال
  • يتم التحديث أسبوعيًا

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. قبل ٦ أيام

    Troutwood with Gene Natali | E414

    In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping advisors and enterprises empower individuals financially. They discuss the inception of Troutwood, its goals, and the unique features that help bridge the gap between individuals and financial experts. The conversation also delves into the challenges of financial literacy and how Troutwood's platform is designed to address these issues at scale, ultimately aiming to narrow the wealth gap and ensure financial empowerment for all.  If you're looking to enhance the way you manage your clients and offer greater value, especially at scale, this episode is a must-watch. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Troutwood LinkedIn - Gene Natali’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    ٢٩ من الدقائق

  2. ٣ فبراير

    Latour AI with Khe Hy | E413

    In this episode of FinTech Impact, host Jason Pereira interviews Khe Hy, founder of Latour AI. Khe shares his journey of starting Latour AI, a company that helps businesses integrate artificial intelligence into their workflows. They discuss how AI, particularly through vibe coding, can transform daily operations and strategize within companies, especially hedge funds and buy-side firms. Khe provides insights into the various stages of AI implementation, and the challenges and potentials of AI-driven solutions. They also explore practical tips for getting started with vibe coding and how leveraging AI can lead to innovative outcomes.  Tune in to learn how to embrace AI to enhance efficiency and solve complex problems in your business. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Latour AI LinkedIn - Khe Hy’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    ٣٩ من الدقائق

  3. ٢٧ يناير

    Quin with Gabe Caldwell | E412

    In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks for financial advisors. Quin integrates with CRMs, emails, and calendars, leveraging AI to perform tasks like note-taking, scheduling, and data entry at a fraction of the cost of a human assistant. Gabe discusses the origins of Quin, its current capabilities, and potential future integrations. He emphasizes the importance of solving real, significant problems with AI, and how Quin's tailored automation offers substantial time savings for advisors.   Tune in to learn how Quin can streamline your financial advisory workflow and enhance productivity. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Quin LinkedIn -  Gabe Caldwell’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    ٢٤ من الدقائق

  4. ٢٠ يناير

    Vast Advisor with Ian Karnell | E411

    In this episode of FinTech Impact, host Jason Pereira interviews Ian Karnell, co-founder and CEO of Vast Advisor. Vast Advisor is a revolutionary AI-native client acquisition system built to drive organic growth for financial advisors. Ian shares the origins, development, and functionality of Vast Advisor, highlighting how it addresses the $8 billion spent annually by advisors on outdated growth tactics. The conversation dives into the complexities of merging AI with effective marketing strategies, emphasizing the role of compliance and real-time campaign optimization.  Gain insights into the intersection of technology and wealth management, and discover how Vast Advisor is poised to reshape the industry. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Vast Advisor LinkedIn - Ian Karnell’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    ٤٠ من الدقائق

  5. ١٣ يناير

    Policy Stream with Philip Setter | E410

    In this episode of FinTech Impact, Jason Pereira interviews Philip Sutter, CEO of Policy Stream, an innovative platform aimed at revolutionizing the life insurance application process for Canadian advisors. Philip discusses his journey in the insurance industry since 2014 and how the challenges faced during COVID-19 led to the creation of Policy Stream. They dive into the current inefficiencies in the insurance sales process and how Policy Stream aims to streamline needs analysis, quoting, application, and compliance for term life insurance. Key topics also include the development hurdles, the cautious engagement with insurance carriers, and the long-term vision for expanding the platform.  Tune in to hear Philip's insights on improving productivity for advisors and enhancing the client experience in the insurance sector. Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Policy Stream LinkedIn - Philip Setter’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    ٢٦ من الدقائق

  6. ٦ يناير

    Finny with Eden Ovadia | E409

    In this episode of FinTech Impact, host Jason Pereira talks with Eden Ovadia, CEO of Finny, a platform designed to help financial advisors grow their businesses organically. Eden shares the origin story of Finny, highlighting how his background in tech and private equity led to the creation of a data-driven solution for prospecting growth. The discussion explores how Finny leverages big data and machine learning to identify potential prospects and detect client intent signals, enabling advisors to effectively match with their ideal clients. Eden also discusses the company's roadmap and the importance of helping advisors articulate their value propositions. This episode is a must-listen for financial advisors seeking to enhance client acquisition, share of wallet, and retention through advanced, data-driven strategies. Hosted on Acast. See acast.com/privacy for more information.

    ٢٤ من الدقائق

  7. ٢٣‏/١٢‏/٢٠٢٥

    Solutions by Text with Nick Babinsky | E407

    In this episode of FinTech Impact, host Jason Pereira interviews Nick Babinsky, Chief Product Officer at Solutions by Text (SBT). They discuss how SBT empowers financial services companies to engage with consumers through SMS and other messaging protocols. The conversation covers SBT's history, the benefits of text-based communications, regulatory challenges, and the future of text messaging in the financial industry. Nick shares insights on high engagement metrics, compliance complexities, and the evolving technology landscape.  Tune in to learn how text messaging is transforming consumer interactions in the financial sector. Hosted on Acast. See acast.com/privacy for more information.

    ٣٥ من الدقائق

  8. ١٦‏/١٢‏/٢٠٢٥

    Hakkoda with Anand Pandya | E406

    Join host Jason Pereira on 'FinTech Impact' as he discusses the foundational elements of AI, specifically data, with Anand Pandya, head of Financial Services for Hakkoda, an IBM company. In this episode, they dive deep into the evolution of data management, the challenges organizations face in maintaining high-quality data, and the importance of clean data for successful AI implementation. Learn about the history of data waves, the pivotal role of cloud platforms like Snowflake, and how big companies can avoid common pitfalls in the AI landscape. Don't miss this insightful conversation packed with expert insights and practical advice for the future of data in financial services. Hosted on Acast. See acast.com/privacy for more information.

    ٣٣ من الدقائق
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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.

المعلومات

  • صناع العمل
    Jason Pereira
  • سنوات النشاط
    ٢٠١٨ - ٢٠٢٦
  • الحلقات
    ٤١٣
  • التقييم
    ملائم
  • حقوق النشر
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  • موقع البرنامج على الويب
    Fintech Impact