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Artwork for Fintech Impact

Fintech Impact

Jason Pereira
Artificial Intelligence
Financial Technology
Data Management
Financial Advisors
Column Tax
Financial Planning
FP Alpha
Wealth Management
Financial Services
Cross-Border Payments
Client Relationship Management
Generative AI
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.

PublishesWeeklyEpisodes418Founded8 years ago
Number of ListenersCategory
Business

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Artwork for Fintech Impact

Latest Episodes

On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and insurance professionals. Inspired by his experienc... more

YouTube

Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, ... more

YouTube

Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the company’s evolution from a niche risk-scoring tool into a comprehensive AI platform. Dan outlines how Nitrogen is leveraging a new agentic AI engine to automate the advisor meeti... more

YouTube

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 ... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Brian Abatemarco
Founding head of sales, Nexthelm AI
Nexthelm AI
Episode: Nexhelm AI with Brian Abatemarco | E418
Dan Zitting
CEO of Nitrogen Wealth
Nitrogen Wealth
Episode: Nitrogen with Dan Zitting | E417
Mike Wilson
CEO and co-founder of Hamachi
Hamachi
Episode: Hamachi.ai with Mike Wilson | E416
Kevin Akeroyd
CEO of Sovos
Sovos
Episode: Sovos with Kevin Akeroyd | E415
Gene Natali
CEO and founder of Troutwood
Troutwood
Episode: Troutwood with Gene Natali | E414
Khe Hy
Founder of Latour AI, expert in integrating AI into business workflows
Latour AI
Episode: Latour AI with Khe Hy | E413
Gabe Caldwell
Co-founder of Quin
Quin
Episode: Quin with Gabe Caldwell | E412
Ian Karnell
Co-founder and CEO of Vast Advisor
Vast Advisor
Episode: Vast Advisor with Ian Karnell | E411
Eden Ovadia
CEO of Finny, a platform helping advisors grow their business with detailed data.
Finny
Episode: Finny with Eden Ovadia | E409

Host

Jason Pereira
Host of Fintech Impact, with extensive experience in financial technology and advisory roles, offering a unique perspective on industry trends.

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
    Canada7 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
    Philippines4 years ago
  • Micro Saving

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

    Apple Podcasts
    5
    Carlitany
    United States5 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
    Canada6 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.

Street-level advice that is easily digestible and relevant to anyone in finance.
Invaluable resource for staying informed about fintech trends and innovations.
Host showcases a deep understanding of the industry with insightful questions and discussions.
Listeners appreciate the blend of education and accessible industry insights.
Guests bring valuable expertise and offer practical solutions for today's financial challenges.

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Talking Points

Recent interactions between the hosts and their guests.

Nexhelm AI with Brian Abatemarco | E418
Q: What is one wish for change in the industry?
There is a need for a larger, sharpened talent pool entering the financial planning industry, including more CFP programs in schools to attract new graduates rather than relying on career changers.
Nexhelm AI with Brian Abatemarco | E418
Q: Where do you see the product going in the future?
The vision includes expanding to a broader ether of automation in wealth management, combining simple, easy-to-adopt tasks for individual advisors with highly customized, large-scale workflows for bigger firms, while maintaining a competitive edge through customer-driven feature development.
Nexhelm AI with Brian Abatemarco | E418
Q: How does the onboarding and workflow automation work in practice?
Users connect their tools (Outlook, CRM, DocuSign, Dropbox, etc.), then prompt the model with simple instructions to execute tasks like sending emails, sharing links, and updating records, with the platform handling end-to-end onboarding workflows and ongoing task scheduling.
Nexhelm AI with Brian Abatemarco | E418
Q: When you started the company, what was the opportunity you identified?
The core opportunity was to prevent advisors from dropping the ball on client tasks by providing an integrated system that links existing tools and automates multi-step processes, originally sparked by the chaos of handling 100-150 clients without a centralized, automated task management solution.
Nitrogen with Dan Zitting | E417
Q: What has changed most at Nitrogen during the transformation?
The biggest change has been transforming the company itself first—adopting a more AI-centric culture, reworking processes, and moving prototyping closer to customers so the end product directly reflects advisor needs.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Age Range
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Frequently Asked Questions About Fintech Impact

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

Content focuses on the intersection of finance and technology, discussing innovations that enhance financial services and empower consumers. Episodes feature insights from entrepreneurs and industry leaders in fintech, exploring topics such as financial literacy, artificial intelligence in business, automation, and digital transformation. The narratives often highlight challenges, systemic issues, and the evolving landscape of the financial sector, positioning technology as a vital component in reshaping client interactions and advisor efficiency. The discussions are likely tailored towards professionals in finance and technology sectors looking to stay informed on the latest trends and developments.

Where can I find podcast stats for Fintech Impact?

Rephonic provides a wide range of podcast stats for Fintech Impact. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Fintech Impact and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Fintech Impact get?

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What are the audience demographics for Fintech Impact?

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How many subscribers and views does Fintech Impact have?

To see how many followers or subscribers Fintech Impact has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Fintech Impact?

These podcasts share a similar audience with Fintech Impact:

1. Financial BS Podcast
2. Talking Wealth
3. The Rational Reminder Podcast
4. The Wealthy Barber Podcast
5. The Canadian Money Roadmap

How many episodes of Fintech Impact are there?

Fintech Impact launched 8 years ago and published 418 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Fintech Impact?

Rephonic pulls ratings and reviews for Fintech Impact from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Fintech Impact?

Recent guests on Fintech Impact include:

1. Brian Abatemarco
2. Dan Zitting
3. Mike Wilson
4. Kevin Akeroyd
5. Gene Natali
6. Khe Hy
7. Gabe Caldwell
8. Ian Karnell

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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