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 413 episodes available.

Fintech Impact episodes:

December 23, 2025 Solutions by Text with Nick Babinsky | E407
In this episode of FinTech Impact, host Jason Pereira interviews Nick Babinsky, Chief Product Officer at Solutions by Text (SBT). They discuss how SBT empowers financial services companies to engage with consumers through SMS and other messaging protocols. The conversation covers SBT's history, the benefits of text-based communications, regulatory challenges, and the future of text messaging in the financial industry. Nick shares insights on high engagement metrics, compliance complexities, and the evolving technology landscape.

Tune in to learn how text messaging is transforming consumer interactions in the financial sector.
Hosted on Acast. See acast.com/privacy for more information.
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36min
December 16, 2025 Hakkoda with Anand Pandya | E406
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 management, the challenges organizations face in maintaining high-quality data, and the importance of clean data for successful AI implementation. Learn about the history of data waves, the pivotal role of cloud platforms like Snowflake, and how big companies can avoid common pitfalls in the AI landscape. Don't miss this insightful conversation packed with expert insights and practical advice for the future of data in financial services.
Hosted on Acast. See acast.com/privacy for more information.
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33min
December 09, 2025 Knapsack with Mark Heynen | E405
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 integrating with various data sources and employing natural language agents. He discusses the platform's evolution from a private note-taking tool to a comprehensive agent-based system, capable of handling everything from simple email scheduling to complex tax planning. Mark also touches on the challenges faced in data compliance and the future of AI in financial services.

Don't miss this deep dive into how AI is transforming the financial advisory landscape.
Hosted on Acast. See acast.com/privacy for more information.
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40min
December 02, 2025 Flextract with Rajesh Jayaraman | E404
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-powered data extraction. Rajesh discusses the origins of the company, the technology behind their product, and how it enhances both advisor efficiency and client experience. They delve into the challenges of managing disparate client data and the future roadmap for Flextract, including dynamic checklists and advanced report generation. This episode is a must-listen for anyone interested in the future of financial technology and client management.
Hosted on Acast. See acast.com/privacy for more information.
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23min
November 25, 2025 ElektraFi with Antonio Zivanovic | E403
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, its mission to provide cohesive financial insights and advice, and the innovative ways it supports individuals in managing their finances. Listen in as they discuss the importance of financial well-being, AI integration, and future plans for the platform. Ideal for business owners and employers interested in enhancing employee financial health.
Hosted on Acast. See acast.com/privacy for more information.
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31min
November 18, 2025 FinMate AI with Daniel Yoo | E402
In this episode of FinTech Impact, host Jason Pereira interviews Daniel Yoo, the founder of FinMate AI, an AI-driven advisor meeting notation software. Daniel explains the origins of FinMate AI, stemming from his frustrations as a financial advisor with the note-taking process. He delves into the various challenges the company has faced, the hyper-competitive market, and how they plan to differentiate themselves by providing a custom, service-oriented approach rather than a purely scalable software solution. Daniel also shares his insights on the evolving landscape of AI in financial services and emphasizes the importance of realistic, honest conversations within the industry.
Tune in to learn more about the future of AI in financial advising and how FinMate AI aims to stand out in a crowded field.

Hosted on Acast. See acast.com/privacy for more information.
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24min
November 11, 2025 KayOs with David Weinstein | E401
In this episode of FinTech Impact, host Jason Pereira talks with David Weinstein, CEO, and co-founder of KayOs, a company helping businesses become AI-native by structuring their data and operations. David shares how KayOs organizes both structured and unstructured data into contextual graphs to enhance AI and agent capabilities within organizations. They discuss the origins of KayOs, the challenges businesses face with data management, and the various tools and models used to make data actionable. The conversation also delves into the future of AI, its ethical implications, and how companies can adopt AI technologies without losing the human touch.
Tune in to learn about the innovative approaches KayOs employs to turn business data chaos into order.
Hosted on Acast. See acast.com/privacy for more information.
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31min
November 04, 2025 Episode 400 with Julia Carreon | E400
In this milestone episode of FinTech Impact, Jason Pereira celebrates the 400th episode with special guest Julia Carreon. Julia, a respected executive with over 25 years of experience in financial services, discusses her impressive career and her stance on digital transformation within the industry. She highlights her notable achievements, including leading digital initiatives at Wells Fargo and Citibank. The discussion delves into the challenges of implementing AI and innovative technologies in traditional banking systems, the importance of execution, and the complexities of integrating new technologies in an industry hampered by outdated systems and organizational bureaucracy. Julia also shares her views on the pitfalls of the robo-advisor hype and the importance of proper onboarding processes. This episode offers a candid, in-depth look at what it takes to drive real change in financial services.
Hosted on Acast. See acast.com/privacy for more information.
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40min
October 28, 2025 Influence Snapshot with Matt Halloran | E399
In this episode of FinTech Impact, host Jason Pereira welcomes Matthew Halloran, co-founder of ProudMouth. ProudMouth has become a leading podcast platform for financial advisors, helping them develop and broadcast their voices. They recently introduced Influence Snapshot, a tool designed to identify marketing gaps and boost an advisor's influence. Matt and Jason delve into the importance of niche marketing, detailed content strategies, and the impact of consistent branding. They also explore how Influence Snapshot can provide key insights into areas such as audience targeting, brand credibility, and content synergy. Join them for an informative conversation on enhancing advisory practices through effective content marketing.
Hosted on Acast. See acast.com/privacy for more information.
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29min
October 21, 2025 Cache with Srikanth Narayan & Wesley Gray | E398
In this episode of FinTech Impact, host Jason Periera interviews Srikanth Narayan, CEO of Cache, and Wesley Gray, CEO of Alpha Architect and ETF Architect. The discussion centers around their collaborative effort to bring sophisticated financial solutions, specifically 351 and exchange funds, to a broader audience. They delve into the workings of Cache, a modern brokerage for concentrated stock positions, and Alpha Architect's focus on creating tax-efficient ETFs. This episode highlights the challenges of concentrated stock holdings and how these innovative financial products can help mitigate risk and promote diversification. Together, they emphasize the importance of financial education and transparency in making these solutions accessible to more investors. Tune in to learn how Cache is revolutionizing the financial landscape.
Hosted on Acast. See acast.com/privacy for more information.
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26min

FAQs about Fintech Impact:

How many episodes does Fintech Impact have?

The podcast currently has 413 episodes available.

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