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. há 4 dias

    Aegis AI & Analytics with Bruno Texeira | E443

    Host Jason Pereira interviews Bruno Teixeira, founder of Aegis AI Analytics, about helping mid-sized firms strategize and implement AI in workflows. Teixeira, with 20 years in analytics across banks in Brazil and Canada and experience on CPP Investments’ gen AI team, explains that smaller firms can adopt AI faster due to less bureaucracy but must avoid treating AI like a “genie” or automating broken processes. He emphasizes change management, hands-on enablement (hackathons, office hours, champions), and aligning workflow and incentives rather than simply distributing tools like Copilot. Success should be measured by meaningful productivity and output gains, not prompt counts, using team-appropriate metrics and incremental automation targets (e.g., reducing validation work hours). He advises not to wait for new frontier models and to improve outcomes through clearer context and reverse-engineering desired outputs. Episode Highlights: 00:00 Welcome and Guest Intro 00:31 Bruno’s Background in AI 02:28 Why Mid-Sized Firms Struggle 04:21 Picking the Right Use Case 06:09 AI and the Workforce Reality 08:47 Adoption Programs That Work 10:10 Hands-On Training and Champions 12:45 Deployment Checklist and Measurement 14:39 KPIs and Automation ROI 16:44 Common Pitfalls and Prompting 21:58 Getting Started and Final Q&A 26:33 Wrap-Up and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Aegis AI & Analytics LinkedIn - Bruno Texeira’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

  2. 25 de ago.

    Flourish with Max Lane | E442

    Host Jason Pereira interviews Max Lane, CEO of Flourish, a wealth tech platform aiming to bring private bank-like banking and lending experiences to independent RIAs. Lane explains Flourish’s origins in 2017 out of a New York asset manager serving RIAs, launching Flourish Cash in 2018 and recently Flourish Lending for residential mortgages and refinancing. He describes how advisors use Flourish Cash to bring held-away client cash into view, offering a single 3.25% APY, elevated FDIC pass-through insurance via 40+ program banks (up to $7.5M individual, $15M joint), and advisor tools like “Notable Transfers” for planning opportunities. Flourish Lending provides advisor-centric origination, rate scanning, dedicated loan officers, and refi monitoring alerts to help retain clients and compete with private banks’ relationship pricing; monetization comes from cash spread and mortgage commissions. Episode Highlights: 00:00 Welcome and Guest Intro 00:19 What Flourish Does 00:50 Origin Story and Products 02:35 Why Advisors Need Banking 03:47 Cash and Lending Value 07:53 Cash Balances Reality Check 09:44 Flourish Cash Workflow 13:50 Flourish Lending Workflow 18:24 How Flourish Makes Money 20:38 FDIC Coverage Explained 22:54 Three Closing Questions 26:38 Wrap Up and Call to Action Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Flourish LinkedIn - Max Lane’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

  3. 18 de 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.

  4. 11 de ago.

    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.

  5. 4 de ago.

    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.

  6. 28 de jul.

    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.

  7. 21 de jul.

    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.

  8. 14 de jul.

    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.

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Sobre

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.

Informações

  • Criado por
    Jason Pereira
  • Anos de atividade
    2018 - 2026
  • Episódios
    442
  • Classificação
    Livre
  • Copyright
    © All rights reserved
  • Site do podcast
    Fintech Impact

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