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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
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.

PublishesWeeklyEpisodes406Founded8 years ago
Number of ListenersCategory
Business

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Artwork for Fintech Impact

Latest Episodes

Join host Jason Pereira on 'FinTech Impact' as he discusses the foundational elements of AI, specifically data, with Anand Pandya, head of Financial Services for Hakkoda, an IBM company. In this episode, they dive deep into the evolution of data mana... more

In this episode of FinTech Impact, host Jason Pereira interviews Mark Heynen, co-founder of Knapsack, an AI-powered platform designed to enhance financial advisory workflows. Mark shares insights on how Knapsack automates administrative tasks by inte... more

YouTube

In this episode of FinTech Impact, host Jason Pereira interviews Rajesh Jayaraman, founder and CEO of Flextract. Flextract is an innovative onboarding tool designed to help financial advisors streamline the client onboarding process by leveraging AI-... more

YouTube

In today's episode of FinTech Impact, Jason interviews Antonio Zivanovic, the Founder and CEO of ElektraFi - an online platform that democratizes access to independent financial guidance for employees. Antonio shares the origin story of ElektraFi, it... more

YouTube

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Recent Guests

Mark Heynen
Co-founder of Knapsack, a financial advisory AI platform.
Knapsack
Episode: Knapsack with Mark Heynen | E405
Rajesh Jayaraman
Founder and CEO of Flextract
Flextract
Episode: Flextract with Rajesh Jayaraman | E404
Antonio Zivanovic
Founder and CEO of ElektraFi
ElektraFi
Episode: ElektraFi with Antonio Zivanovic | E403
Daniel Yoo
CEO of FinMate AI, former senior advisor at TD Ameritrade
FinMate AI
Episode: FinMate AI with Daniel Yoo | E402
David Weinstein
CEO and co-founder of KayOs
KayOs
Episode: KayOs with David Weinstein | E401
Julia Carreon
Experienced banking executive with a focus on digital transformation and client experience
Former Chief Digital Officer at Wells Fargo, Former Global Head of Client Experience at Citibank
Episode: Episode 400 with Julia Carreon | E400
Matthew Halloran
Co-founder of ProudMouth and creator of Influence Snapshot
ProudMouth
Episode: Influence Snapshot with Matt Halloran | E399
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

Host

Jason Pereira
Host with extensive experience in financial technology and advisory services, bringing valuable insights from both a user and business standpoint in the fintech landscape.

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
    Canada4 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.

Insightful content on fintech innovations and their implications for the industry.
Great host who navigates discussions skillfully and keeps the content engaging.
Listeners appreciate the depth of knowledge shared by both the host and guests, making it a must-listen for finance professionals.

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Talking Points

Recent interactions between the hosts and their guests.

Flextract with Rajesh Jayaraman | E404
Q: What keeps you getting out of bed in the morning to keep on fighting the good fight?
I'm wired this way and have a passion for solving onboarding problems in financial services.
Flextract with Rajesh Jayaraman | E404
Q: What's been the biggest challenge in getting your company to where it is today?
The biggest challenge has been the rapid advancement in AI models, making early product development difficult. Also, finding early adopters for initial adoption was challenging.
Knapsack with Mark Heynen | E405
Q: How do you perceive the resistance in the adoption of AI tools by financial advisors?
The biggest hurdle is often the advisors' biases against technology rather than clients' willingness to adopt it.
Knapsack with Mark Heynen | E405
Q: What do you say to the objection that clients may self-censor if the recording is on?
It's reasonable to assume people might self-censor, but I believe the ubiquity of recordings has made it less of a concern; many people have grown to accept it as part of their communication environment.
Knapsack with Mark Heynen | E405
Q: Tell us about Knapsack.
Knapsack is an AI overlay that helps financial advisors automate their administrative tasks in a compliant way by integrating with a multitude of data sources.

Audience Metrics

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

Listeners per Episode
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Household Income
Social Media Reach

Frequently Asked Questions About Fintech Impact

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

Focused on the dynamic landscape of financial technology, this podcast features interviews with leading fintech entrepreneurs who share their insights on innovations transforming consumer experiences and traditional finance. Each episode uncovers the personal narratives and professional journeys of guests, shedding light on how their solutions impact both individual users and the broader industry, particularly on challenges like regulatory compliance and technology integration. The discussions also evaluate the competitive environment and discuss strategic directions for integrating AI and other modern technologies in financial services, emphasizing the need for organizations to adapt in a rapidly evolving market.

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. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. The Rational Reminder Podcast
3. The Long View
4. The Compound and Friends
5. Animal Spirits Podcast

How many episodes of Fintech Impact are there?

Fintech Impact launched 8 years ago and published 406 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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How do I access podcast episode transcripts for Fintech Impact?

Rephonic provides full transcripts for episodes of Fintech Impact. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Fintech Impact?

Recent guests on Fintech Impact include:

1. Mark Heynen
2. Rajesh Jayaraman
3. Antonio Zivanovic
4. Daniel Yoo
5. David Weinstein
6. Julia Carreon
7. Matthew Halloran
8. Veer Gidwaney

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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