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Artwork for Fintech Impact

Fintech Impact

Jason Pereira
Artificial Intelligence
Financial Advisors
Wealth Management
Financial Services
Financial Planning
Financial Technology
Data Management
Fintech
Financial Wellness
Estate Planning
Client Communication
Accounting
Compliance
Financial Advisory
Investment Solutions
Wealthtech
Nebo Wealth
Exhibit A
Extend
Regulatory Compliance

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.

PublishesWeeklyEpisodes443Founded9 years ago
Number of ListenersCategory
Business

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Artwork for Fintech Impact

Latest Episodes

Connecting fragmented advisor data into a unified, AI-driven workflow is the central theme of this episode, as Jason Pereira sits down with Boris Rankov, Head of AI for Wealth at InvestCloud. Rankov breaks down how InvestCloud—a wealthtech giant supp... more

YouTube

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 Investme... more

YouTube

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 RI... more

YouTube

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 au... more

YouTube

Key Facts

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Recent Guests

Bruno Teixeira
Founder and owner of Aegis AI Analytics
Aegis AI Analytics
Episode: Aegis AI & Analytics with Bruno Texeira | E443
Rob Nance
Co-founder and CEO of Dispatch
Dispatch
Episode: Dispatch with Rob Nance | E441
Bassam Chaptini
Co-founder of Avantos
Avantos
Episode: Avantos with Bassam Chaptini | E440
Martha Shedden
Co-founder of Nrssa (National Association of Registered Social Security Analysts)
Nrssa
Episode: NARSSA with Martha Shedden & Ted Rosedale | E439
Ted Rosedale
Co-founder of Nrssa
Nrssa
Episode: NARSSA with Martha Shedden & Ted Rosedale | E439
Dominic Benson
Managing consultant for North American Financial Services
Capgemini
Episode: Capgemini with Dominic Benson and Charles Dally | E438
Charles Dally
VP for Financial Service in North America
Capgemini
Episode: Capgemini with Dominic Benson and Charles Dally | E438
Parker Ence
CEO of JUMP, advisor AI platform
JUMP
Episode: Jump Revisited with Parker Ence | E437
Survat Bansal
CEO of Clarista
Clarista
Episode: Clarista with Survat Bansal | E436

Host

Jason Pereira
Host with a focus on fintech, wealth tech, and regulatory perspectives, guiding conversations with industry leaders.

Reviews

4.8 out of 5 stars from 47 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
    Canadaa year 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.

Guests are perceived as high-quality operators offering actionable industry insights.
The show is praised for staying on the cutting edge of fintech developments and governance considerations.
Listeners describe the host as deeply knowledgeable and able to extract practical takeaways for business and technology teams.

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Talking Points

Recent interactions between the hosts and their guests.

Jump Revisited with Parker Ence | E437
Q: What is it you do?
We're building trusted AI for advisors and financial professionals, starting with a meeting assistant to save time, improve client experience, and capture data for post-meeting actions. We've layered in an ecosystem that connects CRM, onboarding, and advisory workflows to extract actionable insights and drive growth.
Wealth.com Revisited Danny Lohrfink | E435
Q: How has wealth.com integrated AI while ensuring accuracy and determinism in complex planning?
We started with a proprietary dataset built with input from estate attorneys to identify and classify documents and provisions, then layered frontier models on top to scale. We emphasize deterministic references and a definitive engine to ensure that AI outputs are accurate and auditable, not just probabilistic guesses.
Wealth.com Revisited Danny Lohrfink | E435
Q: What was the core problem wealth.com aimed to solve in its early days?
The core problem was the separation of estate planning from the financial planning process. Wealth.com created a unified platform that enables advisors and clients to collaborate on estate documents, align estate planning with the broader financial plan, and automatically update documents as needed.
ClearEstate with Jean-Philippe Daunais |E434
Q: What keeps you motivated day to day?
A mission-driven focus on reducing pain for families during vulnerable times and making a meaningful impact through technology and humane service.
ClearEstate with Jean-Philippe Daunais |E434
Q: What has been the biggest challenge in growing the company?
Mastering the distribution mechanics of estate settlement services, figuring out when and how to reach potential clients in their mindset, which has taken several years to optimize.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Fintech Impact

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

This show spotlights fintech innovation at the intersection of finance, technology, and regulation, featuring interviews with founders, executives, and technologists who are shaping how payments, wealth, and advisory services work today and in the coming years. Episodes frequently cover emerging rails for payments, real-time settlement, AI-enabled workflows for advisers, data architectures for finance, and regulatory implications that enable modernization. Notable throughlines include practical implementations for banks and advisors, real-world use cases across cross-border payments, wealth tech, and digital estate planning, plus candid discussions about the risks, governance, and market timing surrounding new tech in financial services. Li... 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. Financial BS Podcast
3. The Diamond Podcast for Financial Advisors
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. The Perfect RIA

How many episodes of Fintech Impact are there?

Fintech Impact launched 9 years ago and published 443 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. Bruno Teixeira
2. Rob Nance
3. Bassam Chaptini
4. Martha Shedden
5. Ted Rosedale
6. Dominic Benson
7. Charles Dally
8. Parker Ence

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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