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. 2 NGÀY TRƯỚC

    Hamachi.ai with Mike Wilson | E416

    In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors that unifies data from systems like CRMs and portfolio platforms to power workflow “bots” such as a daily dossier and household brief. Wilson explains Hamachi’s origin, its compliance-first guardrails, and its strategy to embed via integrations and API rather than compete for the advisor desktop. They also discuss roadmap integrations and partners, including TaxStatus, FP Pathfinder, Financial’s client portal distribution, and potential research data sources like Morningstar and Zacks. Episode Highlights: 00:00 Welcome to FinTech Impact + Meet Mike Wilson (Hamachi) 00:30 What Hamachi Does: An AI ‘Governing Intelligence Layer’ for Advisors 01:09 Origin Story: From Orion Alumni to Compliant Advisor AI 02:52 From Email Add‑On to Guardrailed Chat: Early Product Evolution 04:38 Real Advisor Workflows: Daily Dossier & Household Brief in Action 08:58 Integration Roadmap: CRM, Portfolio Platforms, and Tax Data (TaxStatus) 10:52 Where Hamachi Fits: Embedded AI, API Strategy, and Bot Marketplace 14:25 What’s Next: Pathfinder Workflows, Client Portals, and Research Feeds 23:28 Why Governance Matters: PII Redaction, Audit Trails, SEC/FINRA Compliance 27:21 Rapid‑Fire Wrap‑Up: Industry Wish, Biggest Challenge, and What Excites Mike 33:01 Closing Remarks, Call to Action, and Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Hamachi.ai LinkedIn - Mike Wilson’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    34 phút

  2. 17 THG 2

    Sovos with Kevin Akeroyd | E415

    In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company. Kevin shares the history and evolution of Sovos, its critical role in global tax compliance, and the company’s integration of AI and technology. He also discusses the challenges and future of tax compliance, including the impact of crypto reporting and e-invoicing mandates worldwide.  This episode delves into how Sovos helps businesses seamlessly navigate complex tax landscapes and maintain compliance across various countries and tax laws. Episode Highlights: 00:00 Introduction to FinTech Impact 00:29 Meet Kevin Akeroyd, CEO of Sovos 01:26 The Evolution of Sovos 03:27 Challenges and Integration 05:18 Tax Compliance Complexity 09:27 Mid-Market and Down-Market Strategies 14:18 Global Tax Compliance Trends 16:34 Crypto Reporting and Innovations 21:40 AI and Future Prospects 28:07 Conclusion and Final Thoughts Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Sovos LinkedIn - Kevin Akeroyd’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    34 phút

  3. 10 THG 2

    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.

    29 phút

  4. 3 THG 2

    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.

    39 phút

  5. 27 THG 1

    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.

    24 phút

  6. 20 THG 1

    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.

    40 phút

  7. 13 THG 1

    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.

    26 phút

  8. 6 THG 1

    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.

    24 phút
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Jason Pereira
  • Năm hoạt động
    2018 - 2026
  • Tập
    415
  • Xếp hạng
    Sạch
  • Bản quyền
    © All rights reserved
  • Trang web chương trình
    Fintech Impact

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