Fintech Impact

Fintech Impact

fintechimpact.co
Fintech Impact is an exploration of the fintech w…
Salesforce World Tour 2019 Review with Jason Pereira & Alex Martin | E66
Apr 23 • 28 min
Summary:In this 66th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a review of his experience at the Salesforce World Tour Conference in Toronto along with his colleague Alex…
Asset Map with Adam Holt (CEO) | E65
Apr 16 • 32 min
Summary:In this 65th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Adam Holt, the CEO of Asset-Map. Asset-Map is a powerful online visualization tool that helps…
Advisor Websites with Nitesh Verma (Director of Marketing) | E64
Apr 9 • 39 min
Summary:In this 64nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Nitesh Verma, Director of Marketing and Enterprise Solutions at Advisor Websites. Advisor…
Riskalyze with Aaron Klein (CEO) | E63
Apr 2 • 40 min
Summary:In this 63rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host has an informative interview with Aaron Klein, CEO, and Co-Founder of Riskalyze, a risk tolerance assessment and…
Breathe Life with Ian Jeffrey (CEO) | E62
Mar 26 • 29 min
Summary:In this 62nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ian Jeffery, CEO and Co-Founder of Breathe Life, a software service platform that drives…
Yourefolio with Scott Huff (CEO) | E61
Mar 19 • 31 min
Summary:In this 61th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Scott Huff, the CEO of YourEfolio, an estate planning software platform to assist financial…
RazorPlan with David Faulkner (CEO) | E60
Mar 12 • 56 min
Summary:Host Jason Pereira interviews Dave Faulkner, CEO of Razorplan. The two discuss RazorPlan’s easy but comprehensive financial planning system, and Faulkner provides details about its background, development, and benefits. The two also share ideas on…
Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E59
Mar 5 • 49 min
Summary:Host Jason Pereira interviews the leadership team of Four Eyes Financial, a data discovery tool used by brokers and dealers to help gather information and transform their businesses from transaction based to relationship based. The group discusses…
Cascades with Jonathan Kestle (VP) | E58
Feb 26 • 27 min
Cascades Financial Solutions Inc. Summary:Host Jason Pereira interviews Jonathan Kestle, an Advisor with Casades Financial Solutions Inc. which is a company specifically focused on financial accumulation and retirement income calculation. Kestle explains…
Bench with Ian Crosby (CEO) | E57
Feb 19 • 30 min
Summary:Ian Crosby, co-founder and CEO of Bench Accounting gives an overview of his accounting company and how it takes care of its customers. Bench helps entrepreneurs with their bookkeeping needs by making it simple, affordable, and easy. Crosby…
Factgem with Clark Richey (CTO) | E56
Feb 12 • 34 min
Summary: Jason Pereira, award-winning financial planner, university lecturer, and writer, speaks with Clark Richey, CTO of FactGem, about the recent strides in connecting “big” data and the challenges associated with it.Show Notes:● 0:35 - Clark Richey,…
Ledn with Mauricio Di Bartolomeo (CEO) | E55
Feb 5 • 43 min
Summary:Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Mauricio Di Bartolomeo, CEO of Ledn, about how he is changing the financial landscape with bitcoin. Ledn is accepting bitcoin as an asset and uses it to…
CacheFlo with Stephanie Holmes-Winton (CEO) | E54
Jan 29 • 43 min
Summary:Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Stephanie Holmes Winton, Founder and CEO of CacheFlo. CacheFlo is a fintech company focused on giving advisors and clients what they need to manage their cash…
Shield Financial Compliance with Shiran Weitzman (CEO) | E53
Jan 22 • 33 min
Shield FCSummary:Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Shiran Weitzman, CEO of Shield FC. Shield FC is a data aggregation platform that is enabling faster communication with clients and faster flagging…
Corl with Sam Kawtharani (CEO) | E52
Jan 15 • 32 min
Summary:Jason Pereira, award-winning financial planner, university lecturer, writer, explores a royalty lending model with Sam Kawtharani, CEO of Corl. Corl is a company targeting the lending space with a new royalty model. They look for cash-heavy,…
KOHO with Daniel Eberhard (CEO) | E51
Jan 8 • 34 min
Summary:Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Daniel Eberhard, CEO of KOHO. KOHO is a company that develops tech solutions to make the financial sphere more user friendly.Show Notes:● :30 - Introduction of…
Future Tech today with Jason Pereira (Host) | E50
Jan 4 • 44 min
Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks about the future of finance. As he celebrates the 50th episode of this podcast, Guest Host Guy Anderson talks to Jason about the six key technologies that will…
Fintech Trends in Accounting with Jason Pereira (Host) | E49
Dec 25, 2018 • 39 min
Jason Pereira, award-winning financial planner, university lecturer, writer, speaks at the Toronto Area Accountants Network Conference: Fintech, and How it is Revolutionizing our Relationship with Money. Jason highlights a variety of different…
AdvicePay with Alan Moore (CEO) | E48
Dec 18, 2018 • 31 min
Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Alan Moore, Founder and CEO of Advice Pay. Alan has enabled payment solutions for fee only financial planners. Alan’s mission is to give value-adding advice…
The Unified Wallet with Kyle Kemper (Author) | E47
Dec 11, 2018 • 34 min
Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Kyle Kemper, Author. The two discuss crypto and the future of blockchain.Show Notes:● :30— Introduction of Kyle Kemper, Author, thought leader, and…
Coinberry with Andrei Poliakov (CEO) | E46
Dec 4, 2018 • 33 min
Summary:Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Andrei Poliakov, CEO of Coinberry. Coinberry is breaking the barriers to enter the cryptocurrency market. They offer the best rate and no fees which…
Emerj with Daniel Faggella (CEO) | E45
Nov 27, 2018 • 41 min
During the 45th episode of the Fintech Impact podcast, Jason Pereira sits with Daniel Faggella, CEO of Emerj. Daniel well known consultant in the Artificial Intelligence space and shares his thoughts current and future implementations of AI in the…
PolicyMe with Andrew Ostro (CEO) | E44
Nov 20, 2018 • 35 min
Summary:During the 44th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Andrew Ostro, Co-founder and CEO of PolicyMe. Andrew shares how his digital tool, Policy me, is changing…
D1g1t with Dan Rosen (CEO) | E43
Nov 13, 2018 • 40 min
Summary:During the 43rd episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Dan Rosen, Co-founder and CEO of D1g1t. They discuss how D1g1t is improving the digital wealth managment…
Quick Estate with Melissa Best (CEO) | E42
Nov 6, 2018 • 31 min
Summary:During the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her…
Balance with George Bordianu (CEO) | E41
Oct 30, 2018 • 33 min
Summary:During the 41st episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes George Bordianu, Co-Founder of Balance. Balance is a cryptocurrency solution that allows people to invest…
Portag3 Ventures with Paul Desmarais III (Chairman) | E40
Oct 23, 2018 • 32 min
Summary:During the 40th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Paul Desmarais III, Chairman of Portag3 Ventures. They discuss the new technology within fintech, how…
Blockchain Panel with Jason Pereira, Kyle Kemper, and David Hayes | EP39
Oct 9, 2018 • 57 min
Episode 39witha Panel from the Institute of Advanced Financial Planners Conference Title: Blockchain and Cryptocurrencies, Are They an Investment you should Recommend to your Clients? Summary:During the 39th episode of the Fintech Impact podcast, Jason…
Cannex with Gary Baker (COO) | E38
Oct 2, 2018 • 38 min
During the 38th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host, interviews Gary Baker, COO of Cannex. Cannex is a one-stop shop for annuity pricing. Jason and Gary delve into…
Liquidity Marketplace with Thomas Schickler (CEO) | E37
Sep 25, 2018 • 25 min
During this 37th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Thomas Schickler, the Founder and Chief Executive Officer for Liquidity Marketplace. Liquidity…
Portag3 Ventures with Ben Harrison (Partner) | E36
Sep 18, 2018 • 32 min
During this 36th episode of the Fintech Impact podcast, Jason Pereira interviews Ben Harrison, Partner and Head of LPEngagement & Partnerships at Portag3 Ventures, one of the top venture capital firms in thefintech space.● 00:56 – Portag3 is made of…
LiveCA with Chad Davis (Co-Founder) | EP35
Sep 4, 2018 • 25 min
During this 35th episode of the Fintech Impact podcast, Jason Pereira interviews Chad Davis, the Co-Founder of LiveCA, which is an accounting firm rather than a fintech. What makes LiveCA an excellent company to talk about on Fintech Impact is that it is…
Wealthbar with Tea Nicola (CEO) | EP34
Aug 28, 2018 • 25 min
During this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions…
Curexe with Johnathan Holland (Founder & CEO) | EP33
Aug 21, 2018 • 36 min
During this 33th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Johnathan Holland, the Founder and CEO of Curexe, that provides tools for enabling online foreign…
Nest Wealth with Randy Cass (Founder & CEO) | EP32
Aug 14, 2018 • 45 min
During this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for…
Nuco & Aion with Kesem Frank (Co-Founder) | EP31
Aug 7, 2018 • 46 min
In this 31st episode of Fintech Impact, Jason Pereira interviews Kesem Frank, Co-Founder, and COO of Nuco, a company that helps implement blockchain technology for financial service companies—in banking and securities. Kesem will speak about his career in…
Upside Consulting with Amelia Young (Consultant) | EP30
Jul 31, 2018 • 52 min
In this 30th episode of the Fintech Impact podcast, Jason Pereira interviews Amelia Young the Founder of Upside Consulting, which works within the fintech space, advising enterprises on how they can meet the challenges of the technology world and how it…
Zensurance with Danish Yusuf (CEO) | EP29
Jul 24, 2018 • 37 min
In this 29th episode of Fintech Impact, Jason Pereira interviews Danish Yusef, the CEO and Co-Founder of Zensurance, a Canadian organization that manages the insurance needs of startups and small businesses. ● 01:09: – Zensurance helps small business…
Borrowell with Eva Wong (CEO) | EP28
Jul 17, 2018 • 28 min
In this 28th episode of the Fintech Impact podcast, Jason Pereira interviews Eva Wong, the Co-Founder and Chief Operating Officer of Borrowwell. As a Canadian credit score and lending recommendation engine, Borrowwell helps people manage their credit…
Responsive AI with Davyd Wachell (CEO) | EP27
Jul 10, 2018 • 27 min
In this 27th episode of the Fintech Impact podcast, Jason Pereira interviews Davyde Wachell, a Stanford graduate in artificial intelligence and the CEO of Responsive AI. ● 01:26 – The integral trust of clients comes from: service excellence and actionable…
PreciseFP with Don Whalen (CEO) | EP26
Jul 3, 2018 • 30 min
In this 26th episode of Fintech Impact, Jason Pereira has an interview with Don Whalen, the Co-Founder and CEO of PreciseFP, a Unites States-based questionnaire company. PreciseFP makes it easy for financial advisers to make custom questionnaires that…
Currency Cloud with Richard Arundel (GM North America) | EP25
Jun 26, 2018 • 30 min
Summary:In this 25th episode of the Fintech Impact podcast, Jason Pereira interviews Richard Arundel, the North American General Manager for Currencycloud, that is a solution for international exchange online through a series of APIs. Richard discusses…
Life Design Analysis with Charlie Conron (CTO) | EP24
Jun 19, 2018 • 35 min
Summary:In this 24th episode of the Fintech Impact podcast, Jason Pereira interviews Charlie Conron, the CTO, and Co-Founder of Life Design Analysis, an online tool for analysis and illustration of different insurance policies and products available to…
Xero with Ben Styles (GM Product - Financial Services) | EP23
Jun 12, 2018 • 34 min
This is the 23rd episode of the Fintech Impact podcast, and Jason Pereira interviews Ben Styles, the General Manager of product and Partner Development for Xero, one of the world’s leading online accounting software programs. Learn more about Ben’s work…
Tools For An Efficient Advisor Office with Jason Pereira (Host) | EP22
Jun 5, 2018 • 41 min
In this 22th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host shares a recording of his presentation at the Wealth Professional Summit on Leadership and Technology that occurred on May 30th,…
One Ledger with Othalia Doe Bruce (Public Relations Officer) | EP21
May 29, 2018 • 29 min
During the 21st episode of Fintech Impact, Jason Pereira interviews Othalia Doe-Bruce, the Public Relations Officer for One Ledger, that creates an API level so that blockchains can communicate with each other. The discussion revolves around what One…
FinTech 101 with Guy Anderson (Guest Host) | EP20
May 24, 2018 • 46 min
In this 20th episode of the Fintech Impact podcast, Jason Pereira is actually the one getting interviewed this time by his colleague, financial advisor Guy Anderson. The goal will be to identify and define the acronyms, nomenclature, and tech speak that…
Planswell with Eric Arnold (CEO)| EP19
May 22, 2018 • 35 min
This is the 19th episode of the Fintech Impact podcast, and Jason Pereira interviews Eric Arnold, the Chief Executive Officer at Planswell, an online financial planning software platform that is really targeted at individual consumers, helping customers…
Advicent with Anthony Stich (COO)| EP18
May 17, 2018 • 34 min
This is the 18th episode of the Fintech Impact podcast, and Jason Pereira interviews Anthony Stich, the Chief Operating Officer of Advicent, the largest provider of financial software in the world. Anthony shares information reguarding Advicent’s product…
Flinks with Yves Gabriel Leboeuf (CEO)| EP17
May 15, 2018 • 29 min
This 17th episode of Fintech Impact, Jason Pereira interviews Yves-Gabriel Leboeuf, Founder and CEO at Flinks, a Canadian-based data aggregation software company that pulls data from various financial institutions, allowing third parties to use that data.…
Collage with Peter Demangos (Co-Founder)| EP16
May 10, 2018 • 33 min
This is the 16th episode of the Fintech Impact podcast, and Jason Pereira interviews Peter Demangos, the Co-Founder of Collage, a human resources benefits technology platform that works in tandem with broker partners. Peter explains how Collage was…
Wealthscope with Pauline Shum Nolan (Founder) | EP15
May 8, 2018 • 36 min
During the 15th episode of Fintech Impact, Jason Pereira interviews Pauline Shum Nolan, the Co-Founder and CEO of Wealthscope, an online tool for accessing portfolios. Pauline shares the creation and opportunities available with Wealthscope, which digs…
FinTech Innovation with Paolo Sironi (Author and Thought Leader at IBM Watson & IBM Industry Academy) | EP14
May 3, 2018 • 57 min
During the 14th episode of Fintech Impact, Jason Pereira, interviews Paolo Sironi, Fintech thought leader and author who currently works at IBM Watson Financial Services at the IBM Industry Academy. Paolo shares information that he has gained about our…
Honeybee Benefits with David Katz (EVP) | EP13
May 1, 2018 • 49 min
During the 13th episode of Fintech Impact, Jason Pereira interviews David Katz, the Executive Vice President of Benecaid, a traditional health benefits platform where he runs a separate division called Honeybee their digital platform for their delivery of…
Snap Projections with Pawel Brzeminski (CEO) | EP12
Apr 26, 2018 • 32 min
Summary:During the 3rd episode of Fintech Impact, Jason Pereira interviews Pawel Brzeminski, the founder and CEO of Snap Projections, a new and exciting Canadian software solution to assist financial planners. They discuss the scope of Snap Projections,…
Quandl with Clayton Feick (VP Sales & Business Development) | EP11
Apr 24, 2018 • 41 min
Summary: This is the 11th episode of the Fintech Impact podcast, and Jason Pereira interviews Clayton Feick, the Vice President of Sales and Business Development at Quandl, a big data company in the financial space that sells data points to vendors.…
Finaeo with Aly Dhalla (CEO) (Co-Founder)| EP10
Apr 19, 2018 • 42 min
Summary:In this 10th episode of the Fintech Impact podcast, Jason Pereira interviews Aly Dhalla, the CEO and Founder of Finaeo, a platform to help independent advisors make their job easier with digital toolkits connected to a back office to work through…
Viviplan with Rona Birenbaum (Co-Founder)| EP09
Apr 17, 2018 • 32 min
Summary:In this 9th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Rona Birenbaum, a Toronto-based financial planner, and the CEO of Viviplan, a Canadian Robo planner…
Fintech Trends with Zaheer Merali (Consultant)| EP8
Apr 12, 2018 • 43 min
Summary:During the 8th episode, Jason Pereira, interviews a colleague of his by the name of Zaheer Merali. Zaheer is an entrepreneur, investor, and consultant to several start-ups and has worked with many technology companies. Jason talks with Zaheer…
RiXtrema with Yon Perullo (Founder)| EP7
Apr 10, 2018 • 38 min
Summary:In this 7th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Yon Perullo, the CEO of RiXtrema, a United States-based fintech that specializes in helping…
Plan Plus with Shawn Brayman (Founder)| EP6
Apr 5, 2018 • 49 min
Summary:In this 6th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Shawn Brayman, the CEO of PlanPlus, a prominent Canadian source of financial planning software.…
Lending Loop with Cato Pastoll (CEO)| EP5
Apr 3, 2018 • 37 min
Summary:In this 5th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Cato Pastoll, the Co-Founder and CEO of Lending Loop – an alternative lending source. Lending Loop…
Onist with Brad Kotansky (CEO)| EP04
Mar 29, 2018 • 38 min
Summary:Welcome to the 4th episode of the Fintech Impact podcast, where Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews the CEO and Co-founder of Onist Technologies – Brad Kotansky. Onist Technologies is an…
FinaMetrica with Paul Resnik (Co-Founder) | EP03
Mar 27, 2018 • 46 min
Summary:During the 3rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Paul Resnik, Co-founder and Director at FinaMetrica. As a risk assessment company, FinaMetrica provides…
Humi with Kevin Kliman (CEO) | EP02
Mar 19, 2018 • 38 min
Summary:In this second episode, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kevin Kliman, CEO and Founder of Humi – an HR software company. Kevin shares the highlights of his journey, what his company…
Wealthsimple with Dave Nugent (CIO)| EP01
Mar 15, 2018 • 33 min
Summary:Welcome to the very first episode of the Fintech Impact podcast, with Jason Pereira, award-winning financial planner, university lecturer, writer, and host of this show that offers expert insight into the Fintech world of financial technology.…