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Artwork for Fintech Impact

Fintech Impact

Jason Pereira
Artificial Intelligence
Financial Technology
Data Management
Column Tax
Financial Planning
Financial Advisors
FP Alpha
Wealth Management
Financial Services
Cross-Border Payments
Generative AI
Client Relationship Management
Orion Advisor Technologies
Financial Advisory Services
Estate Planning
Fintech
Forms Logic
Data Warehousing
Redtail
Client Engagement

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.

PublishesWeeklyEpisodes398Founded8 years ago
Number of ListenersCategory
Business

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Artwork for Fintech Impact

Latest Episodes

In this episode of FinTech Impact, host Jason Periera interviews Srikanth Narayan, CEO of Cache, and Wesley Gray, CEO of Alpha Architect and ETF Architect. The discussion centers around their collaborative effort to bring sophisticated financial solu... more

YouTube

In this episode of FinTech Impact, host Jason Pereira interviews Veer Gidwaney, CEO and founder of Ansel Health, a company providing innovative supplemental health insurance designed to cover 13,000 medical conditions with automatic claims processing... more

YouTube

In this episode of FinTech Impact, host Jason Pereira interviews Anna Mouland, CEO and co-founder of Bequest, an innovative B2B SaaS platform designed to automate and streamline the administration of trust estates and powers of attorney. Anna explain... more

YouTube

In this episode of FinTech Impact, host Jason Periera interviews Doug Ricket, founder and CEO of PayJoy. They discuss PayJoy's journey from financing smartphones to providing comprehensive credit solutions in emerging markets. Doug shares insights on... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
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Recent Guests

Veer Gidwaney
CEO and Founder of Ansel Health
Ansel Health
Episode: Ansel Health with Veer Gidwaney | E397
Anna Mouland
CEO and co-founder of Bequest
Bequest
Episode: Bequest with Anna Mouland | E396
Doug Ricket
Founder and CEO of PayJoy
PayJoy
Episode: PayJoy with Doug Ricket | E395
Andrew Jamison
Founder and CEO of Extend
Extend
Episode: Extend with Andrew Jamison | E393
Russell Kroeger
CEO and founder of Trayecto
Trayecto
Episode: Trayecto with Russell Kroeger | E392
Daniel Alfi
CEO and co-founder of Fifr
Fifr
Episode: Fifr with Daniel Alfi | E391
Sam Kendree
President and co-founder of Wealthfeed
Wealthfeed
Episode: Wealthfeed with Sam Kendree | E390
Adam Famularo
CEO of Workfusion
Workfusion
Episode: Workfusion with Adam Famularo | E388
Claude Mandy
Chief Evangelist of Symmetry Systems
Symmetry Systems
Episode: Symmetry Systems with Claude Mandy | E386

Host

Jason Pereira
Host of discussions on financial technology, blending insight from his experiences as an advisor and technology user.

Reviews

4.8 out of 5 stars from 46 ratings
  • Setting the standard

    Jason takes his deep knowledge of financial technology from his unique perspective as an advisor, an advisory board member, and user of Fintech applications. He understands the business from a user and business standpoint. He gets to the important questions so his listeners can leave more informed on their terms.

    Apple Podcasts
    5
    Lowes1651
    Canada2 months ago
  • Awesome Podcast!!!

    Jason, host of the Fintech Impact Podcast, highlights all business, tech and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines3 years ago
  • Micro Saving

    I really appreciated the latest episode which gave great insight into micro saving!

    Apple Podcasts
    5
    Carlitany
    United States4 years ago
  • Great way to keep on top of industry developments

    I find this podcast an invaluable resource in staying on top of the latest fi tech developments. As a financial planning business owner it’s important to know what technologies are coming that could benefit or disrupt my business. Plus the host, Jay, does a great job navigating the conversations and keeping it interesting.

    Apple Podcasts
    5
    Dmoney789
    Canada5 years ago
  • Extremely educational

    If you're in the industry and want to know the disruption happening outside of your four walls or a consumer unhappy with the status quo, the Fintech Impact podcast is a must-listen. Thank you Jason for providing a platform for these leaders!

    Apple Podcasts
    5
    HermanChan18
    Canada7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Insightful discussions around fintech innovations and practical business applications.
Educational for both industry professionals and consumers intrigued by financial services.
Highly recommended for anyone interested in the intersection of finance and technology.
Robust interviews with entrepreneurs and experts in the financial technology space.
High-quality content that keeps listeners informed about industry advancements.

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Talking Points

Recent interactions between the hosts and their guests.

Bequest with Anna Mouland | E396
Q: What excites you the most about what you are working on?
The positive impact we can have on people's lives through our product and the collaborative and motivated team behind it.
Bequest with Anna Mouland | E396
Q: What are the key challenges faced in estate administration?
High liability and complexity, especially when individuals do not have an estate plan, along with tedious paperwork that increases the burden on grieving families.
Bequest with Anna Mouland | E396
Q: How did Bequest come to be?
It originated from a hackathon project focusing on digital asset inheritance, inspired by the personal experience of family drama over a small estate.
PayJoy with Doug Ricket | E395
Q: What is it that keeps you getting out of bed in the morning to fight the good fight that is entrepreneurship?
Our mission drives me; I feel grateful to work on something meaningful and impactful.
PayJoy with Doug Ricket | E395
Q: What's been the biggest challenge in a company where it is today?
The biggest challenge has been pivoting back to being a lender after initially focusing on licensing our tech.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Fintech Impact

What is Fintech Impact about and what kind of topics does it cover?

The content focuses extensively on the intersection of technology and finance, particularly highlighting innovative solutions that enhance financial services and empower both professionals and consumers. Episodes often feature in-depth conversations with fintech entrepreneurs, discussing their products, the challenges they face, and how their innovations are reshaping the industry landscape. Noteworthy is the strong emphasis on data usage, artificial intelligence, and compliance technology, illustrating a commitment to keeping listeners informed about cutting-edge advancements that could impact their businesses or personal finance management. This approach likely appeals to those interested in emerging technologies and transformative strate... more

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Which podcasts are similar to Fintech Impact?

These podcasts share a similar audience with Fintech Impact:

1. WealthTech Today
2. Barron's Advisor
3. Masters in Business
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Animal Spirits Podcast

How many episodes of Fintech Impact are there?

Fintech Impact launched 8 years ago and published 398 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Fintech Impact?

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What guests have appeared on Fintech Impact?

Recent guests on Fintech Impact include:

1. Veer Gidwaney
2. Anna Mouland
3. Doug Ricket
4. Andrew Jamison
5. Russell Kroeger
6. Daniel Alfi
7. Sam Kendree
8. Adam Famularo

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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