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.