Fintech Impact

Jason Pereira
  • 3.9(7개의 평가)
  • 비즈니스
  • 매주 업데이트

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. 2시간 전

    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.

    24분

  2. 2025. 12. 23.

    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.

    35분

  3. 2025. 12. 16.

    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.

    33분

  4. 2025. 12. 09.

    Knapsack with Mark Heynen | E405

    In this episode of FinTech Impact, host Jason Pereira interviews Mark Heynen, co-founder of Knapsack, an AI-powered platform designed to enhance financial advisory workflows. Mark shares insights on how Knapsack automates administrative tasks by integrating with various data sources and employing natural language agents. He discusses the platform's evolution from a private note-taking tool to a comprehensive agent-based system, capable of handling everything from simple email scheduling to complex tax planning. Mark also touches on the challenges faced in data compliance and the future of AI in financial services.  Don't miss this deep dive into how AI is transforming the financial advisory landscape. Hosted on Acast. See acast.com/privacy for more information.

    39분

  5. 2025. 12. 02.

    Flextract with Rajesh Jayaraman | E404

    In this episode of FinTech Impact, host Jason Pereira interviews Rajesh Jayaraman, founder and CEO of Flextract. Flextract is an innovative onboarding tool designed to help financial advisors streamline the client onboarding process by leveraging AI-powered data extraction. Rajesh discusses the origins of the company, the technology behind their product, and how it enhances both advisor efficiency and client experience. They delve into the challenges of managing disparate client data and the future roadmap for Flextract, including dynamic checklists and advanced report generation. This episode is a must-listen for anyone interested in the future of financial technology and client management. Hosted on Acast. See acast.com/privacy for more information.

    22분

  6. 2025. 11. 25.

    ElektraFi with Antonio Zivanovic | E403

    In today's episode of FinTech Impact, Jason interviews Antonio Zivanovic, the Founder and CEO of ElektraFi - an online platform that democratizes access to independent financial guidance for employees. Antonio shares the origin story of ElektraFi, its mission to provide cohesive financial insights and advice, and the innovative ways it supports individuals in managing their finances. Listen in as they discuss the importance of financial well-being, AI integration, and future plans for the platform. Ideal for business owners and employers interested in enhancing employee financial health. Hosted on Acast. See acast.com/privacy for more information.

    31분

  7. 2025. 11. 18.

    FinMate AI with Daniel Yoo | E402

    In this episode of FinTech Impact, host Jason Pereira interviews Daniel Yoo, the founder of FinMate AI, an AI-driven advisor meeting notation software. Daniel explains the origins of FinMate AI, stemming from his frustrations as a financial advisor with the note-taking process. He delves into the various challenges the company has faced, the hyper-competitive market, and how they plan to differentiate themselves by providing a custom, service-oriented approach rather than a purely scalable software solution. Daniel also shares his insights on the evolving landscape of AI in financial services and emphasizes the importance of realistic, honest conversations within the industry.  Tune in to learn more about the future of AI in financial advising and how FinMate AI aims to stand out in a crowded field. Hosted on Acast. See acast.com/privacy for more information.

    24분

  8. 2025. 11. 11.

    KayOs with David Weinstein | E401

    In this episode of FinTech Impact, host Jason Pereira talks with David Weinstein, CEO, and co-founder of KayOs, a company helping businesses become AI-native by structuring their data and operations. David shares how KayOs organizes both structured and unstructured data into contextual graphs to enhance AI and agent capabilities within organizations. They discuss the origins of KayOs, the challenges businesses face with data management, and the various tools and models used to make data actionable. The conversation also delves into the future of AI, its ethical implications, and how companies can adopt AI technologies without losing the human touch. Tune in to learn about the innovative approaches KayOs employs to turn business data chaos into order. Hosted on Acast. See acast.com/privacy for more information.

    31분
모두 보기(408개)

3.9
최고 5점
7개의 평가

소개

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.

정보

  • 제작진
    Jason Pereira
  • 방송 연도
    2018년 - 2026년
  • 에피소드
    408
  • 등급
    전체 연령 사용가
  • 저작권
    © All rights reserved
  • 웹사이트 보기
    Fintech Impact

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