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by Jason Pereira
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- 1 weeks ago30 min
iFactfind with Dr. Paul Moran | E427
On this episode of FinTech Impact, host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital portal. Originally built for Australia’s strict compliance landscape, iFactFind uses conditional questionnaires and secure document uploads to create a single, shared dataset between the advisor and client. This ensures that client data stays current and visible to both parties, moving the focus from product sales to professional, goals-based advice.The platform streamlines the advisor workflow with two-way integrations, e-signatures, and upcoming AI-driven document reading. By capturing everything from risk profiles to audit snapshots, iFactFind helps advisors eliminate data-entry errors while meeting high regulatory standards.This episode is a must-listen for advisors looking to digitize their onboarding process and transition to a more professional, data-driven planning model.Episode Highlights:00:00 Welcome to FinTech Impact00:39 What Is iFactFind01:24 Why Build It03:15 Client Onboarding Flow07:07 Advisor View and Integrations08:44 Compliance Built for Australia11:32 Who It Fits Best13:04 Product Lessons and Scaling15:55 Scope Creep Reality Check16:44 Product Expands Beyond Fact Find17:53 Should We Build CRM19:13 Integrations And Pricing Strategy20:39 Roadmap Modeling And Better Advice Docs21:51 Monte Carlo Debate25:15 Goals Based Advice And Professionalism27:51 Biggest Challenge Building Tech28:35 Why Financial Planning Matters30:11 Wrap Up And Sponsor MessageResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsoriFactFindLinkedIn - Paul Moran’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago24 min
Fynancial with Tom Fields | E426
Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notifications, secure documents, and performance data directly to clients.The discussion covers how Fynancial integrates with existing CRMs and planning tools to automate workflows—like "next-best-action" tasks—while ensuring all communications are archived for compliance. By centralizing the client experience, firms are seeing higher satisfaction, easier referrals, and a more modern brand presence.This episode is a must-listen for advisors looking to strengthen client loyalty and modernize their practice through a dedicated mobile experience.Episode Highlights:00:00 Welcome and Guest Intro00:49 What Fynancial Does01:24 Why Advisors Need Phone Real Estate02:14 Origin Story Fired Client05:01 Building the Advisor App06:25 Client Engagement Push Notifications09:44 Compliance and Secure Messaging12:03 Success Stories Growth Referrals16:25 Future Roadmap AI Next Best Action19:20 Rapid Fire Closing Questions23:41 Wrap Up and Sponsor OutroResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorFynancialLinkedIn - Tom Fields’ LinkedIn Hosted on Acast. See acast.com/privacy for more information.
- 3 weeks ago40 min
Ezra Group with Craig Iskowitz | E425
Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group provides objective tech stack evaluations for firms without the bias of referral fees or software sales. The discussion highlights the shift from crypto to AI hype, the dangers of overbuilding in-house tools, and why "integration quality" is often the weakest link in an advisor's workflow.This episode is a must-listen for RIA owners and operations leaders who need a reality check on AI implementation and a framework for building a scalable, well-integrated tech stack.Episode Highlights:00:00 Milestone Guest Intro01:23 Craig’s Origin Story02:51 Tech Change Goes Exponential04:31 AI Hype Versus Reality08:03 Regulated Industry Limits09:28 Buy Versus Build Returns10:01 Hidden Costs of Building15:43 When Building Makes Sense18:22 Super Apps and All-in-One20:01 Integration Friction Problem20:43 Integration Reality Check22:48 AI And Vendor Shifts26:51 Note Takers Threaten CRMs29:19 Build Versus Buy Limits30:49 Tech Spend And Stack Strategy32:13 Optimize Before Replacing34:53 Wishes Hiring And Motivation39:35 Wrap Up And CreditsResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorEzra GroupLinkedIn - Craig Iskowitz’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.
- 4 weeks ago30 min
Turnqey Labs with Tyrone Ross | E424
Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets. Turnqey delivers high-fidelity, audited on-chain data and tax lot reconciliation directly into tools like Morningstar and Wealthbox, allowing advisors to manage crypto with the same rigour as traditional portfolios. Ross highlights how Turnqey uses AI-ready APIs to modernize wealthtech and shares his vision for a future where traditional accounts are eventually replaced by digital wallet identifiers.This episode is a must-listen for advisors and developers needing to bridge the gap between "wild west" crypto data and professional, compliance-heavy wealth management.Episode Highlights:00:00 Welcome and Guest Intro00:39 Sprinkles Cupcakes Banter01:47 What Turnqey Labs Does03:38 API First Platform Strategy05:41 AI Rebuild and Cost Savings08:12 Advisor Onboarding Workflow10:30 API Keys Over OAuth12:15 Holdings Intelligence and Education17:12 Founder Frustrations and Origin Story18:37 Integration Value for WealthTech23:13 Future Wallet-Based Accounts25:55 Rapid Fire Closing Questions29:45 Wrap Up and Sponsor MessageResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorTurnqey LabsLinkedIn - Tyrone Ross’ LinkedIn Hosted on Acast. See acast.com/privacy for more information.
- Apr 14, 202628 min
Prometeo with Ximena Alemán | E423
Host Jason Pereira interviews Ximena Alemán, co-founder and CEO of Prometeo, about bridging the gap between global corporations and fragmented banking systems through a single, standardized API. Born from the frustration of building digital wallets in Uruguay, Prometeo now connects over 7,000+ financial institutions across 50+ countries, specializing in the Latin America and U.S.–LatAm corridors. Alemán details how their infrastructure streamlines account verification and money movement, while preparing for a future of AI-driven "agentic" payments.This episode is a must-listen for fintech developers and global business leaders looking to simplify cross-border operations and scale rapidly across the complex Americas regulatory landscape.Episode Highlights:00:00 Welcome and Guest Intro00:31 What Prometeo Does01:40 Spaghetti Connectivity Problem02:54 Origin Story and LatAm Focus06:01 Coverage and Standardization07:31 Who Uses Prometeo08:27 Regulation and Expansion10:22 Efficiency and Time to Market12:19 Agentic Payments and AI17:11 Emerging Markets and RTP Rails21:16 Rapid Fire Closing Questions27:21 Wrap Up and Sponsor MessageResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPrometeoLinkedIn - Ximena Alemán’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.
- Apr 7, 202633 min
Money Risk Inventory with Dr. Charles Chaffin | E422
Host Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science. Built on years of academic research, MRI moves beyond simple risk scores to objectively assess client biases, financial anxiety, and readiness for change. Chaffin explains how MRI’s suite of tools—including specialized modules for prospect conversion and client check-ins—uses colour-coded insights to help advisors understand a client's "money scripts" and communication style before they even step into a meeting.The conversation explores how this psychological data creates stickier client relationships and more effective coaching, while teasing future plans for deeper AI integration to further personalize the planning process.This episode is a must-listen for advisors who want to move past guesswork and use data-driven psychology to improve client retention and close more prospects.Episode Highlights:00:00 Welcome and Guest Intro00:29 What Is Money Risk Inventory01:00 Origins and Research Roots02:31 What MRI Measures03:24 Advisor Workflow and Colour Coding04:17 Product Line and Packaging05:20 Prospecting With Genesis07:37 Client Action and Stages of Change11:55 Communication and Learning Styles12:56 Scripts, Advisor Bias, and AI15:37 Coaching Over Knowledge18:03 Feeling Heard and Trust26:01 Future Roadmap for MRI27:46 Rapid Fire Three Questions32:55 Closing and Sponsor MessageResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorMoney and Risk Inventory (MRI)LinkedIn - Dr. Charles Chaffin’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.
- Mar 31, 202632 min
CapIntel with James Rockwood | E421
Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products feel tangible for clients. The conversation dives into how the platform embeds compliance controls to prevent proposal errors, the impact of regulatory shifts like Reg BI, and how CapIntel is navigating its expansion into the competitive U.S. and Mexican markets.This episode is a must-listen for wealth management executives and advisors interested in how "hyper-personalization" and integrated compliance are redefining the modern investment proposal.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorCapIntelLinkedIn - James Rockwood’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.
- Mar 24, 202635 min
Knomee with Marla Sofer | E420
Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mean to them. By turning this unique behavioural data into AI-synthesized insights, Knomee provides advisors with actionable conversation starters and next-best actions to deepen trust and accelerate conversions.This episode is a must-listen for advisors who want to move beyond generic financial planning and use behavioural intelligence to create more personalized, high-trust client relationships.Resources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorKnomeeLinkedIn - Marla Sofer’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.
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About Fintech Impact
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.
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