Fintech Impact

By Jason Pereira

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 ind... more

· Business

3.9

77 ratings

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FAQs about Fintech Impact:

How many episodes does Fintech Impact have?

The podcast currently has 400 episodes available.

Fintech Impact episodes:

September 23, 2025 SmartKX with Lacey Shrum | E394
In this episode of FinTech Impact, host Jason Pereira sits down with Lacey Shrum, founder of Smart KX, to discuss how her innovative platform is transforming revenue management for Registered Investment Advisors (RIAs).

Lacey shares her journey from law to fintech, the challenges advisors face with billing and compliance, and how Smart KX automates complex fee calculations, improves business intelligence, and streamlines compliance. Discover how RIAs can increase revenue, gain actionable insights, and operate more like businesses than practices.

If you’re an RIA looking to optimize your billing cycle and grow your business, don’t miss this episode!

Hosted on Acast. See acast.com/privacy for more information.
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32min
September 16, 2025 Extend with Andrew Jamison | E393
In this episode of FinTech Impact, host Jason Pereira interviews Andrew Jamison, co-founder and CEO of Extend. Extend is a platform that enhances traditional banking services by offering innovative payment processing and management tools specifically designed for emerging middle-market businesses. Andrew shares the origin story of Extend, how it collaborates with traditional banks, and the platform's focus on providing seamless and automated spend and expense management solutions. They discuss the challenges of integrating with traditional banking systems, the advantages of virtual cards, and the future of embedded finance in B2B transactions. If you're looking to streamline finance operations within your business, this episode is a must-watch.
Hosted on Acast. See acast.com/privacy for more information.
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35min
September 09, 2025 Trayecto with Russell Kroeger | E392
In this episode of FinTech Impact, host Jason Pereira interviews Russell Kroeger, CEO and founder of Trayecto. Trayecto is an online platform designed to assist advisors by providing in-depth tax information for clients with complex compensation models, such as equity compensation and self-employment. Russell shares the origins of Trayecto, the challenges faced by their target clients, and how Trayecto's innovative tools offer more precise tax projections and seamless financial planning. Discover how Trayecto integrates with financial planning and tax preparation tools, and Russell’s vision for the future of the company. Stay tuned for insights into the evolution of the financial planning profession and the energizing journey of building a pioneering FinTech solution.
Hosted on Acast. See acast.com/privacy for more information.
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23min
September 02, 2025 Fifr with Daniel Alfi | E391
In this episode of FinTech Impact, Jason Pereira interviews Daniel Alfi, CEO and co-founder of Fifr, a platform combining investing, financial wellness, personal money automation, and financial advice in one package. Daniel shares his journey from a financially strained college student to a financial wellness advocate, his career at Morgan Stanley and Iconic Capital, and the inception of Fifr. They discuss the evolution, execution, and user experience of Fifr, emphasizing its focus on high-income earners and tech workers. Daniel also elaborates on the platform's unique features, including proactive tax management and AI chat assistants, as well as his vision for the future. Tune in to learn how Fifr aims to democratize good financial habits and optimize client outcomes through innovation and technology.
Hosted on Acast. See acast.com/privacy for more information.
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25min
August 26, 2025 Wealthfeed with Sam Kendree | E390
In this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients. Sam discusses the origin of Wealthfeed, its development, and how the platform uses data to pinpoint life events that signal potential clients. The discussion includes practical advice on targeting prospects without appearing intrusive and the value of automated, compliant marketing. Tune in to learn how Wealthfeed leverages data to drive organic growth and add value to financial advisory practices.
Hosted on Acast. See acast.com/privacy for more information.
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27min
August 19, 2025 Notes with Divine | E389
Join host Jason Pereira as he converses with Divine, the visionary behind Notes Technology. This innovative platform empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge. Learn about the longstanding issues within the traditional music industry and how Notes Technology is levelling the playing field for artists. From financial literacy to AI-powered support, discover how this platform is transforming the careers of creatives. Don't miss this insightful episode on how to monetize artistic talents without the exploitative middlemen.
Hosted on Acast. See acast.com/privacy for more information.
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25min
August 12, 2025 Workfusion with Adam Famularo | E388
In this episode of FinTech Impact, host Jason Pereira interviews Adam Famularo, CEO of Workfusion. They discuss Workfusion's innovative use of artificial intelligence to combat financial crimes, specifically anti-money laundering, and the development of AI agents for compliance in banks. Adam explains how machine learning models, developed in collaboration with multiple banks, are packaged into digital workers, now called AI agents, which significantly expedite processes such as transaction screening and KYC (Know Your Customer). They also dive into the concept of human-in-the-loop, the importance of purpose-built AI, and the transformation of traditional financial compliance roles through AI integration. This interview offers a deep dive into the future of fraud detection and compliance in the financial sector.
Hosted on Acast. See acast.com/privacy for more information.
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31min
August 05, 2025 Ridgeline with Alex Benke | E387
In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for investment management that covers front, middle, and back office functionalities. Alex dives into Ridgeline's inception, the all-in-one approach for asset managers, and how they're leveraging artificial intelligence to enhance operational efficiency. They also discuss the historical deficiencies in financial software, the conservative nature of asset managers in adopting new tech, and what's on the horizon for AI applications within Ridgeline.
Hosted on Acast. See acast.com/privacy for more information.
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28min
July 29, 2025 Symmetry Systems with Claude Mandy | E386
Welcome to FinTech Impact! In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. Symmetry Systems specializes in securing enterprise data, by managing access points, and monitoring data flows. Claude shares the company's history, their unique approach to data security, and how they minimize attack vectors while optimizing data access. The discussion highlights the importance of viewing data both as an asset and a potential liability. Gain insights into how Symmetry's innovative solutions have led to substantial cost savings and improved security for large enterprises.
Hosted on Acast. See acast.com/privacy for more information.
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34min
July 22, 2025 RIA Growth Catalyst with Julien Baneux | E385
In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and analyze massive amounts of data for better decision-making in RIA acquisitions. The conversation also covers how the platform provides significant advantages to both buyers and sellers in the highly fragmented RIA market. Listeners will hear about the challenges, future plans, and the potential for AI to transform the industry.
Hosted on Acast. See acast.com/privacy for more information.
...more
26min

FAQs about Fintech Impact:

How many episodes does Fintech Impact have?

The podcast currently has 400 episodes available.

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