Fintech Impact

Eliminating repetitive paperwork is the driving force behind Dispatch, a platform acting as a neutral data translation layer—a "Plaid for wealth management." CEO Rob Nance explains how Dispatch solves the industry's biggest operational headache by automatically syncing client data across CRMs, custodians, and financial planning software without requiring firms to replace their existing tech stack.

By building a standardized data connection, the platform streamlines "revenue-critical" moments like digital account opening and advisor transitions—highlighted by a recent case where a firm migrated $500 million and 3,300 accounts in just 2.5 weeks. As Dispatch expands its deep integrations and opens its API to other fintechs, it aims to eliminate redundant data entry, reduce form errors, and help wealth management practices unify their operations.

Give this episode a listen to discover how modern data layers are eliminating redundant data entry and unifying wealth management practices.

Episode Highlights:

00:00 Welcome and Guest Intro

00:34 Dispatch Origin Story

01:06 Revenue Critical Data Moments

03:37 Client Data Focus and Planning

05:06 Plaid for Wealth Management

06:34 Standardization and Translation Layer

09:28 Network Effects and Deep Integrations

13:55 Neutral Pipes in an AI OS Race

18:03 Next Frontier Advisor Transitions

19:44 Transition Complexity and Case Study

22:06 Rapid Fire Closing Questions

25:07 Wrap Up and Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Dispatch

LinkedIn - Rob Nance’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

What happens after a client signs on the dotted line? In this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos, to dive into an AI platform tackling the messy administrative gap of wealth management—from onboarding to daily servicing. Using a "knowledge graph" to map relationships across multiple systems, Avantos deploys smart AI agents to fill out custodian paperwork and execute routine tasks, keeping human advisors firmly in control for final approvals.

Instead of forcing firms through painful data migrations, Avantos syncs with existing software and pushes live updates everywhere at once. Backed by heavyweights like Vanguard, SEI, and Mercer Advisors, the platform is standardizing custodian workflows and preparing to bring its time-saving automation to insurance and banking next.

If you’re a wealth management leader looking to kill post-onboarding paperwork and streamline your operations, you'll want to add this conversation to your queue.

Episode Highlights:

00:00 Welcome and Guest Intro

00:31 What Avantos Does

01:37 Why Client Onboarding Is Hard

04:02 Knowledge Graph Approach

05:13 No Migration and Unified Onboarding

07:58 Traction and Design Partners

09:22 Agentic AI With Context

13:18 Relationship Intelligence Layer

15:47 Servicing Platform Integrations

17:44 Roadmap Multi-Product Future

20:32 Closing Thoughts and Wrap Up

21:15 Outro and Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Avantos

LinkedIn - Bassam Chaptini’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online Social Security calculators often fall short. They break down why Social Security optimization is a complex, high-stakes decision—especially for couples, widows, and divorcees—where simple estimates miss key variables like spousal benefits, taxation, and life expectancy.

To solve this, NARSSA pairs accredited advisor education with its RSSA Roadmap software, a tool that directly imports official earnings records to build personalized, visual reports. The platform models complex interactions like survivor benefits and required minimum distributions (RMDs), helping advisors ensure their clients don't leave tens of thousands of dollars unclaimed.

This episode is a must-listen for financial advisors and retirement planners looking to master Social Security optimization and uncover hidden value for their clients.

Episode Highlights:

00:00 Welcome and Guests

00:35 What NRSSA Does

01:35 How NRSSA Started

02:51 Why Social Security Matters

04:17 Beyond Simple Calculators

06:14 Where SSA Estimates Fail

07:10 Key Claiming Decisions

09:12 Longevity and Timing

11:23 Handling Early Claim Fears

13:40 Survivor Benefit Strategies

17:27 Holistic Planning Impacts

19:13 Roadmap Software Walkthrough

21:07 Specialist vs General Tools

22:49 Rapid Fire Closing Questions

29:09 Wrap Up and Sponsor

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

NARSSA

LinkedIn - Martha Shedden’s LinkedIn

LinkedIn - Ted Rosedale’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira sits down with Capgemini’s Charles Dally and Dominic Benson to break down the GENIUS Act, the landmark federal law establishing the first regulatory framework for U.S. stablecoins. Unlike traditional cryptocurrencies, stablecoins are digital dollars pegged 1:1 to fiat currency. By forcing issuers to back their tokens 1:1 with high-quality liquid reserves and pass regular audits, this legislation clears up massive regulatory uncertainty and opens the door for mainstream, institutional adoption.  

The conversation explores how stablecoins will shift from a niche crypto asset into an "invisible" infrastructure layer driving 24/7 real-time global payments. Dally and Benson explain how this digital money movement bypasses traditional banking bottlenecks, cutting cross-border fees and paving the way for AI-driven automated operations. While banks face new competition and infrastructure costs, the ultimate shift will likely mean faster, cheaper, and more inclusive financial services for regular consumers.

This episode is a must-listen for fintech professionals, bank executives, and corporate treasury leaders who want to understand how newly legalized digital dollars will fundamentally change global payments.

Episode Highlights:

00:00 Welcome and Guests

00:39 Capgemini Overview

02:16 What Are Stablecoins

04:27 Genius Act Explained

08:12 Bank Impacts and Use Cases

11:38 Efficiency and Cross-Border Effects

13:58 Adoption and Implementation Challenges

20:06 Compliance Costs and Regulation Outlook

21:14 Ten-Year Predictions

24:51 Blue Sky Wishes and Inclusion

27:47 Wrap Up and Sponsor

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Capgemini

LinkedIn - Dominic Benson’s LinkedIn

LinkedIn - Charles Dally’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira interviews repeat guest Parker Ence of Jump, which provides “trusted AI” for advisors and financial professionals. Ence explains Jump’s expanded suite: JUMP Meet (AI meeting assistant used by about 35,000 advisors), JUMP Grow (turning meeting data into intelligence to drive organic firm growth), and Jump Onboard (AI-driven client intake, document/form data extraction, and faster account opening). He details Jump’s insights approach, including talk-time measurement, AI scorecards for coaching and firm standards, dashboards on objections and trending client concerns, and “signals” that surface growth opportunities such as held-away assets. 

Ence shares CRM-related results improving meeting logging and compliance note capture, says Jump aims to complement CRMs, and previews AI Associate for proactive search and workflows plus upcoming real-time meeting interventions and automated client deliverables.

Episode Highlights:

00:00 Welcome Back Parker

00:42 Jump Product Suite

05:57 Insights That Drive Growth

14:49 Onboarding And Data Extraction

17:16 Roadmap AI Associate

20:37 Will Jump Become A CRM

28:29 Moats And Sticky Workflows

30:22 Rapid Scaling Lessons

34:51 Closing And Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Jump

LinkedIn - Parker Ence’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira sits down with Suvrat Bansal, CEO of Clarista, to discuss how financial firms can safely launch AI applications without getting tangled in massive data-engineering projects. Bansal explains how Clarista acts as a secure "data fabric", streaming information directly from a firm's existing software without forcing them to completely overhaul their databases or risk platform lock-in.

The conversation dives into how Clarista bridges the gap between fast AI development (like "vibe coding") and strict corporate realities, ensuring every app has ironclad data tracking, role-based security controls, and strict compliance audits. By providing a shared internal catalogue, the platform stops teams from accidentally building duplicate AI tools while helping wealth management firms quickly turn messy data into reliable, automated daily workflows.

This episode is a must-listen for operations leaders and CTOs at wealth management firms who want to build custom AI workflows quickly while maintaining rigorous corporate data governance.

Episode Highlights:

00:00 Welcome and Guest Intro

00:40 What Clarista Does

01:10 Origin Story and Growth

01:51 Building the Data Fabric

04:59 Why Data Is Hard

06:38 Outcome Focused Delivery

07:34 From Insights to Workflows

08:55 Agents and Vibe Coding

10:37 Enterprise Pitfalls and Controls

18:45 Avoiding Duplicate AI Apps

22:27 Who Is Winning With AI

25:08 Rapid Fire Closing Questions

28:01 Wrap Up and Sponsor

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Clarista

LinkedIn - Survat Bansal’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira sits down with Daniel Lohrfink, CPO of wealth.com, to chart the company’s rise into a powerhouse estate planning platform for financial advisors. The business was sparked by a classic frustration: after selling their previous startup, the founders found themselves caught in a messy, disjointed web of advisors, CPAs, and estate attorneys, realizing the industry desperately needed a unified solution.

Lohrfink breaks down how wealth.com built its edge by having actual attorneys spend years hand-labelling legal documents to create a massive, proprietary dataset. This unique data now powers "Esther," their highly tuned legal AI. Fresh off a $65 million funding round, the company is rapidly expanding from basic estate setups into complex tax planning, while upgrading its tech to use advanced AI "agents" that handle complicated workflows securely and accurately.

This episode is a must-listen for wealth managers and tech-forward advisors who want to see how real-world data and advanced AI are finally simplifying complex legal planning.

Episode Highlights:

00:00 Welcome and Guest Intro

00:31 What Wealth.com Does

01:18 Origin Story and Domain

03:26 Funding Round and Growth

04:09 Estate Planning Product Basics

04:45 Building Esther AI Engine

08:41 Adoption Curve and Market Need

11:32 Where the Capital Goes

18:00 Expanding Into Tax Planning

22:40 Integration Strategy and Agents

26:53 Deterministic AI for Planning

30:58 Rapid Fire Closing Questions

34:45 Wrap Up and Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Wealth.com

LinkedIn - Danny Lohrfink’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira interviews Jean-Philippe Daunais, Chief Product Officer at ClearEstate, a platform built to act like "TurboTax for closing an estate." Inspired by a co-founder's difficult experience handling a parent's passing, the digital platform combines real human support with software to guide grieving families through the overwhelming 12-to-18-month paperwork maze—including finding hidden assets, filing court documents, and sorting out complex estate taxes.

Operating across Canada and parts of the U.S., ClearEstate is designed to be affordable by charging a flat 1% fee with no minimum asset requirements. The platform is expanding its reach by introducing upgraded tools for financial advisors and conversational AI workflows, making it easier for regular people to navigate end-of-life planning and settlement without paying massive legal fees.

This episode is a must-listen for anyone named an executor of a will, as well as financial planners looking for a digital tool to guide their clients through the stressful probate and estate-planning process.

Episode Highlights:

00:00 Welcome to Fintech Impact

00:31 What ClearEstate Does

00:59 Why Estate Settlement Hurts

01:30 Origin Story and Insight

04:31 How the Platform Works

06:16 Planning and Pro Executor

08:38 Pricing and Neutral Fiduciary

11:34 Advisors and Family Conflict

13:05 Long Tail Digital Assets

14:56 Fit Limits and Expansion

17:11 Future Roadmap and AI

18:28 Rapid Fire Closing Questions

22:56 Wrap Up and Outro

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

ClearEstate

LinkedIn - Jean-Philippe’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira interviews Michael Barrasso, co-founder and CEO of WealthReach, about an AI platform designed to help financial advisors get found online. Barrasso explains that most advisor websites fail because they rely on generic templates or expensive designs that lack basic search engine optimization (SEO). WealthReach solves this by building custom websites powered by a 24/7 AI engine that constantly researches keywords, updates content, and ensures the firm ranks high on both Google and modern AI search tools like ChatGPT and Claude.

The platform also includes a "Convert" feature, which uses a website tracking pixel to identify anonymous visitors who browse the site but leave without filling out a form. By turning vague web traffic into actual prospect names and contact data, WealthReach allows advisors to move past basic referrals and tap into an automated, repeatable system for booking new client appointments.

This episode is a must-listen for financial advisors looking to modernize their marketing strategy and discover how to get their firms cited by AI search engines.

Episode Highlights:

00:00 Welcome to Fintech Impact

00:23 Meet WealthReach

00:56 Origin Story and Growth

02:02 Why Advisors Struggle

04:15 Website SEO Audit Findings

06:09 Custom Sites and Messaging

08:29 Attract SEO Engine

11:38 Advisor Workflow Options

13:24 Staying Ahead of Google

15:41 Early Results and ROI

19:22 Convert Module and Referrals

21:00 Niches and Long Tail SEO

24:54 Rapid Fire Closing Questions

27:33 Wrap Up and Credits

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

WealthReach

LinkedIn - Michael Barrasso’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira interviews Brian Thorpe, CEO of Wealthtender, a platform that helps consumers find financial advisors through compliant online reviews following a landmark 2021 SEC rule change. Wealthtender makes using testimonials safe and simple by automatically embedding required regulatory disclosures that standard review sites like Google miss, allowing advisors to easily import existing feedback and solicit new reviews without "cherry-picking" only their best clients.

Because the platform ranks highly on search engines, these compliant testimonials easily surface on Google and feed directly into AI tools like ChatGPT and Gemini. This significantly boosts an advisor's online discovery and builds immediate trust with everyday consumers looking for financial advice.

This episode is a must-listen for financial advisors looking to safely grow their online reputation and digital footprint under modern compliance rules.

Episode Highlights:

00:00 Welcome and Guest Intro

00:27 What Is Wealthtender

01:04 Origin Story and SEC Rule Shift

02:29 Why Google Reviews Fail

04:28 Advisor Onboarding Experience

05:46 Using Testimonials Everywhere

07:30 How Reviews Are Collected

09:14 Measuring Impact and Visibility

10:27 AI Search and AEO Strategy

12:16 Advisor Wins and Social Proof

15:13 Future Roadmap in AI Era

16:59 Transparency and Buying Decisions

21:48 Rapid Fire Closing Questions

28:02 Wrap Up and Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Wealthtender

LinkedIn - Brian Thorp’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.