Fintech Impact

Jason Pereira talks to Michael Butler, President & CEO Grasshopper Bank. The company began operations in 2019 & is a client-first digital bank serving small businesses, start-ups, & investors supporting them across the innovation economy.

Episode Highlights

• 1.14: Grasshopper Bank was a digital bank that was formed about 12 months before the pandemic hit with its primary purpose was to deliver digital financial solutions into the business and innovation economy and that was its formation and the primary purpose 
• 4.19: In March, Grasshopper Bank launched a totally digital treasury management solution for small businesses.
• 6.52: One of the biggest, hottest growing parts of ventures fintech and to the extent that we are, we consider ourselves more of a fintech with a bank charter, we think there is a real kind of alignment of mindset as it relates to working with these companies, we have a great deal of knowledge of how FinTech’s work because of using them on platforms or evaluating them for a variety of different purposes.
• 7.27: Business becomes another leg of this stool in which if you are in the venture capital business and you are promoting a fintech, trying to get them aligned to a bank that they have a banking as a service relationship for them is an accelerator to the growth of the portfolio company, which then goes back to the success of the venture firm.
• 16.12: Michael could never get enough of is entrepreneurial thinking and creativity. He thinks that the world becomes a better place when we can manage entrepreneurial thinking and creative thinking and better things come from it.
• 16.49: Michael did a a deep dive evaluation of people and make sure people were enrolled, that they wanted to be in, that they were capable of being in, that they understood the strategy and were excited about executing against it. 

3 Key Points

1. Michael explains how they differ and solve the problem of banking for the small Business Innovation economy. 
2. Michael Butler has got the company website and they have basically resections, banking, lending and fintech in particular.
3. Michael says that they capture the deposits that are leaving the industry by creating relationships with fintech companies and then the other leg of the stool is we want to be involved in other lending activities that are associated with the business and innovation economy, not just venture but.

Tweetable Quotes

• “Banks have a hard time due to its historical kind of tight regulatory environment and its ability to attract top talent on the technology side and to deliver industry-leading technology solutions.” - Michael Butler
• “We have embraced the fintech movement and we use a partnership model to create our platforms and create the experiences that we think we need for our customers.” - Michael Butler 
• “So that's where the demand comes from this, this combination of industries shifting into more of technology-oriented products and services, small business and then the people who are running those businesses and their psychographics related to being technophiles versus not and demanding a digital solution.” - Michael Butler

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor

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Jason Pereira talks to Akshay Singh, Founder & CEO of Indyfin; the investor experience platform that has redefined the way consumers find, research, review, & interact with financial advisors.

Episode Highlights

• 1.08: Indyfin is about simplistically setting independence like yelp meets mash.com, but for wealth management, if you think about Indyfin, the most important thing is helping financial advisors and the potential clients establish trust with each other, no platform online or marketplace online digitally is able to do that, says Akshay. 
• 5.45: Google has figured out that user data or user feedback, what these clients are saying is super important. So, Google is able to identify a lot of these keywords that people are putting in their searches and match that up with the profile of these advisors.
• 12.23: There is other data-driven information along the lines of how much assets did visor manage, how many households and then there are in depth ratings around various skills that divisor has state planning, financial planning, managing investments, taxes, retirement, followed by in depth reviews from all of the published reviews that this advisor has, says Akshay.
• 17.36: Indyfin also offers affiliate partnerships where Akshay and his team are getting some consumers from and again, they go through the matchmaking experience, and they connect the consumer to the advisors. 
• 19.33: Advisors are kind of finding this data to be super helpful. The next stage that we find that kind of once advisors go live with their profile, they obviously have a public profile and that is very exciting, but then when they start to find it. They starting to rank for certain words and that's super exciting. 
• 26.02: Akshay's vision is in the future; financial advisors would actually be doing zero marketing and that's something that we really believe in and we are just helping the industry transition to that place.

3 Key Points

1. Indyfin is giving financial advisors a platform that they can count on to help them collect feedback from their existing clients in a highly structured manner.
2. Through Indyfin how the advisor's benefit is that any prospective client who is going to show up on devices calendar for a meeting to make sure that they are qualified and in the process of their sharing information withIndyfin, which may be helpful for the advisor to show up for the meeting, Indyfin will select that information. It's purely administrative and Indyfin basically gets all that information, explains Akshay.
3. The most powerful form of business are referrals and those are getting harder and harder, and they are also not very structured. Second most powerful thing is validation and referrals, validation. 

Tweetable Quotes

• "I have been solving the same problem from the beginning, which is how do we help consumers better manage their finances." - Akshay 
• "I know we will get to the testimonials; we will get to the growth. But getting the fundamentals right is so important and hear what's driving everything is client feedback." - Akshay 
• "My job is advisor would be so much even more fun that's you've got to identify who those net promoters are and be able to ask them for the referral." - Akshay

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor

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Jason Pereira talks to David Whitcomb, VP of Product at MX. It is an aggregator of aggregators in that it provides tech companies & traditional finance companies with a way of accessing a common data format across multiple different data aggregation companies & kind of pulls into data from all includes above and spits it up.

Episode Highlights

• 1.00: MX not only connects with other aggregators, but the company also connects directly with some of the biggest things in North America for direct API access. 
• 6.08: Once the data is refined and is in enhanced state, MX creates personal financial management tools out of it. 
• 9.00: To the average consumer, they are starting to see if they haven't seen the new grading technology in MX which allows them to put the transactions from the bank account or their investment accounts into an app or into a dashboard or into some other places, says Jason. 
• 10.15: MX has created a ton of intelligence around grabbing different data models, specifically around the council transactions. Normalizing the transactions, adding content to it around categorization classification of what the transaction is so that when a user of MX product or service gets the output of that account transaction we have, we've normalized all of it and have an often typically enhanced it so that it's more readable and more usable for whatever is being built, says David. 
• 14.04: Everyone is getting into the payments world, which means a person is connecting their accounts at lots of different places and in many cases those connections then create a council of their own, says David. 
• 25.02: With the shifts in the way payments are being made or with the shifts in the way consumers are engaging payments, we sell a lot of data that can enable our stuff. We are accessing account numbers, routing numbers to enable some of those use cases. We see that by ensuring that the data we have is leveraged in the right ways.

3 Key Points

1. David and Jason discuss about data normalization. When data is received directly from the bank, VN, API, or via another aggregator, the data is in often different formats. It often has different values added into it or different parameters to that transaction; David explains how MX helps to simplify the entire process. 
2. David shares how they use multiple layers of analysis. They have been using human intelligence in conjunction with computer analysis for the past decade.
3. David explains what proprietary and competitive advantage is and what is the consumers data. 

Tweetable Quotes

• "So historically, personal financial management has been what I would say is called financial literacy." - David
• "I think a lot of people are finding themselves there, and with tools like MX offers, it allows you to centralize that stuff more quickly so that you can effectively manage." - David

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• David Whitcomb – LinkedIn | Website 

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Jason Pereira talks to Shep Hickey, founder, and CEO of Bryzos. It is an online steel marketplace. Any kind of marketplaces are financial solution, and Shep incorporated Fintech solutions into the platform itself.

Episode Highlights

• 1.03: Bryzos is an online steel marketplace that has Fintech features that allow a buyer or seller to go all the way with procure to pay.
• 2.17: Bryzos absolute origin is really about creating a solution for the daily grind of sourcing, bringing and getting sales down the road.
• 4.28: The mill distributor who are making some materials are primarily on the sell side and on the buy side you also have distribution like there have an offline customer that needs something.
• 5.00: The mechanics for Shep remain unchanged even if someone needs a couple foot of steel or few miles of pipe.
• 6.40: Shep is reducing the opportunity for human error by reducing the amount of time. They have a structured way for buyers to enter what they need versus what Bryzos makes for them.
• 8.11: For every single seller you have as a buyer, you have one to one relationship, which is an enormous amount of administrative, says Shep. 
• 9.02: When Shep and his team were sitting down to solve and create a real end to end solution, it was always known that they had to create a buy now, pay later solution.
• 10.51: Buy now pay later, Shep offered primarily through the vendors. He discusses whether they offer another facility for those vendors who are willing to do that?
• 11.30: Someone who is really understanding working capital, they are outsourcing their credit risk at no cost, says Shep.
• 13.51: Energy related steel is one of the most complicated things to trade online because it is so heavily specific and there's also sort of subjective piece, says Shep. 
• 17.50: There is no way that industrial products are not bought and sold online. Buyer has no clue who seller is and the reason that was able to occur is because we removed all the financial risk and that's exciting, says Shep. 

3 Key Points

1. Traditional process is that buyers come in, they create a bill material, they get sent out to the sellers, the sellers will quote it, and deal be created. It's really the buyers creating the demand, says Shep.
2. Shep talks about how they facilitate the financial transaction deal side.
3. Shep talks about where he sees the steel industry, whether it is going beyond just the steel side at this point or not.

Tweetable Quotes

• "I don't believe in the end that Bryzos is just a steel platform. This is an industrial goods trading platform." – Shep
• "We have completely allowed the seller to outsource any credit risk when it comes to selling their products." - Shep
• "We have a whole module that manages and neutralizes the risk of the movement of goods and money. It allows reconciling inline versus what happens traditionally when you ship something." - Shep

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• Shep Hickey – Website 

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Jason Pereira talks to Tyrone Ross, CEO and Co-Founder of Turnqey Labs. The company is a new fintech that's looking to solve the problem of crypto reporting within traditional finance.

Episode Highlights

• 1.00: Turnqey is an API suite that is geared to be an integrator aggregator in the marketplace for all things crypto asset data. The end goal is to harness the power of data and analytics to develop a more durable, equitable, transparent financial system.
• 4.52: Tyrone was at Eaglebrook Advisors. Tyrone helped Chris King start Eaglebrook, which is an estimating platform for crypto for advisors. 5.59: Turn division for Turnqey had always been in Tyrone's head. He knew that building UI immediately puts you in competition with everyone else that has UI, and advisors love dashboards clients.
• 07.24: At Turnqey, Tyrone is building infrastructure layers.
• 12.01: If you look at the data, it shows between the 2019 and 2020 tax year, crypto transactions tripled, 362% increase, says Tyrone. 
• 13.51: Tyrone talks about the feedback mechanism that he is developing between the RA and Turnqey.
• 14.25: The investors that Tyrone will be working with the 25- to 45-year-old segment, ideally in that 100,000 to like 5 million segments.
• 16.32: One of the things that Tyrone wanted to do this time around with his start up that he didn't do last time was to have customers before the launch.
• 17.10: The goal for Turnqey is that they are selling B2B and not going directly to the platforms.
• 19.15: Tyrone is a purist. He believes in crypto assets and crypto networks. For those who grew up like him, it had to operate outside the traditional financial system. 
• 19.53: An ETF is only going to benefit the people that are very upset that we don't have, one who is privileged, wealthy elite people who don't need it, says Tyrone. 
• 21.33: Tyrone has established a new company. He has established the reporting structure and made sure that the APIs work and provide feedback. Next part for him would be to develop some type of risk management space. 
• 23.54: Tyrone says that everyone knew how easy it was to work with people who don't fit the actual profile of a wealth management client, so now it would like to expand on that a little bit. 

3 Key Points

1. Tyrone talks about the breakdown of the integrator aggregator marketplace.
2. Turnqey Labs not only monitor location change, but they also monitor cost base. 
3. Tyrone talks about crypto ETS, he explains his thesis and shares his viewpoints. 

Tweetable Quotes

• "You are basically talking like the number of transactions. Client's transactions are one thing, transactions leaving the place their custody to different places, including private wallets. Now we are talking about something incredibly complex." - Jason 
• "The next Gen investor, the next Gen RA, nobody is building it and I know it because, I was traveling around the country and, meeting awesome people and going to some of the largest RA platforms." - Tyrone
• "If someone can't pay us, we are going to give them a virtual family office experience like all of our clients are going to get." - Tyrone

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor

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Jason Pereira talks to Ehsan Shariati, CEO and Co-Founder of Functionland. The company is the distributed storage platform that allows you to store data on the blockchain but utilizing your own dedicated hardware.

Episode Highlights

• 0.33: In Functionland we are creating a decentralized Google cloud. Basically, like the cloud providers that we are getting services from like storage, backups, computation power and running AI algorithms on their servers, says Ehsan. 
• 1.00: Ehsan's company is decentralizing the hard infrastructure so that everyone become a provider to others and they all can basically provide services to each other
• 2.47: We have a can full of companies there that are providing most of the storage for the Internet at this point and all of the tools get built on cloud providers, says Jason.
• 6.37: Blockchain has given us the power of P2P transactions basically without any middleman and we used that power in the hard work, says Ehsan. 
• 7.41: Ehsan says that they are utility token not a financial token and the token is there to support the utility of the ecosystem which is storage and computer and application providing.
• 8.12: If you have the hardware, you can get all the basic things for free because the tokens are there to pay for it by itself.
• 9.51: In our system there is no central key. You are the owner of your keys and no one else can access your files or decrypt except you, says Ehsan. 
• 11.18: We connect your wallet, your wallet sends the request, encrypt the file with that signature and send it for backup, says Ehsan.
• 12.01: Ehsan explains if there is a fair approximation that the things you are providing are a beauty play for people who have tremendous amounts of storage need or people who also are developers. 
• 15.00: The vision that we had was actually to create a platform that monetizes open source. We want to create a direct channel between the creators like app developers, content creators with the consumers, says Ehsan.

3 Key Points

1. Ehsan decided to create plug and play hardware that any user could plug into the Internet, and it became a DAB server. It gives you the power to own your own data.
2. Ehsan explains how secure it is to have mine data stored on someone else device that could be sitting on their desktop?
3. Ehsan talks about the entire fragmentation of the data and how that works. 

Tweetable Quotes

• "We are a partner of five coin, and we work together on the protocol set that we have. But the approach is different because five coin is more focused on B2B business." – Ehsan
• "We opened a per-order campaign for one month and the initial storage that we have when we go live by the end of the year is 2 petabytes and that would be start." - Ehsan 
• "I have been at developer like for 15 years and the vision that we have that to monetize open source, that's something I know that it's very interesting for a lot of developers." - Ehsan

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• Ehsan Shariati – LinkedIn 

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Jason Pereira talks to Hemant More, CEO of Arcons Technology. Arcons is a suite of software targeting RA's and advisors in the US specifically helping them with various cloud solutions, online billing, CRM reporting, trading, and client portals.

Episode Highlights

• 0.38: Hemant founded his company in 1998, and they started their enterprise helping RA's. The initial product that they offered was related to billing.
• 1.09: The beauty of Arcons' company offerings is that they allow firms to come to them with customization requests, and they are able to offer specific new features for firms that will be like a white cloud service.
• 4.49: Once you log into our suite of services, you could do all the things you do to run your business like you could do portfolio management, trading, reporting, CRM, and everything works off the same common database, says Hemant.
• 7.29: We either work with the firm to discover the overall solution, or sometimes we start step by step process where we handle biggest pain first and make it a continuous improvement process, says Hemant.
• 9.00: We also create documentation and videos of client cases. We train their end users, and once the initial version is done, we work on the next version based on what enhancements are needed, and cycle repeats, says Hemant.
• 14.15: Hemant created a solution for company due to which their quarterly work was reduced to three to four hours with one click, which included billing calculation and revenue sharing and creating really good invoices that could be e-mailed automatically.
• 15.28: In technology things are changing rapidly. If there is more automation or more avenues for automation, the more things people have to remember to do.

3 Key Points

1. Hemant talks about the robust workflow process that he helped build for a client. He shares what it is like to engage with him? What is the onboarding look like? Is there a discovery process for helping client workflow or is that something client comes back to Hemant with afterward? 
2. Hemant provides a service whereby they can customize the report output to match exactly what the advisors need and that makes them extremely happy.
3. Hemant is currently adding a support for power API, which means that all the data in our system can be easier and can easily analyzed by any business user.

Tweetable Quotes

• "Our firm has a very good reputation in terms of client service. We provide excellent support, and we are always willing to brainstorm what new features could be added to make people's lives easier, their workflows better and errors could be eliminated." – Hemant
• "We could give people a statement of work saying this is what we will deliver, and this is how much time it will take and this is how much it will cost." - Hemant
• "We don't do enough sales and marketing and that has been our biggest challenge. We have really good software and service and the one that is our clients, loves it." -  Hemant

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• Hemant More – LinkedIn 

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Jason Pereira talks to Rebecca Wilde, Managing Director of StockSnips. StockSnips is an AI and natural language processing platform that harvests data to provide stock purchase and sale indicators, bringing artificial intelligence to the world of stock selection. 

Episode Highlights

• 0.38: At StockSnips we are providing investors with a low-cost high performing portfolio model that leverages our proprietary sentiment signals, allowing investment managers to go ahead and provide a competitive edge to their clients, says Rebecca.
• 0.57: Rebecca has found a way through AI, natural language processing, and machine learning to derive a quantified signal that is a robust proxy for measuring investor sentiment.
• 3.14: What Rebecca wanted to solve is how independent RAs can get back into the game of active management and not have to go down the rabbit hole of simply falling behind the passive indexes that have performed greatly.
• 4.01: Rebecca talks about the type of unstructured data that they are harvesting in order to make the recommendations.
• 6.54: We have message sentiment DK model that solves the problem of how you take raw sentiment data and create a signal from it, says Rebecca.
• 12.13: It is a nice thing to see that all algorithms are picking up very accurately what is going on in the market and it's able to provide that up capture but also protect on the downside as well. 
• 14.46: Rebecca talks about portfolio composition. How many positions do you typically hold for things and is there any allocation to cash?
• 19.32: If there was an easier way to reliably predict the style rotation, sector rotation, size rotation of markets we can be able to build much more robust models, says Rebecca.

3 Key Points

1. The cost of doing signal generation, getting the technology up to speed, and delivering it at scale is unfathomable for any individual investment manager to do on their own, says Rebecca.
2. Rebecca has constructed a model with the wall street equity research firm where they have gone ahead and used growth value, quality, removed momentum and replaced it with a new sentiment signal and that has significantly outperformed many benchmarks.
3. Rebecca is working not only on the education of artificial intelligence aspect but also how one can use this in its strategy or how can you use this in marketing to go ahead and gain new clients.

Tweetable Quotes

• "You will find a lot of Robo advisors are taking very basic measures of sentiment and then making trades, which is moving markets and it is a big problem." – Rebecca
• "We are kind of in our go to market approach. We have been targeting smaller independent RA's who have found great success." – Rebecca
• "The fact that our models are entirely systematic, there is no human intervention, and it remains low cost. It leads to a very, very scalable model." – Rebecca

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• Rebecca Wilde: LinkedIn | Website 

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Jason Pereira talks to Rohit Mittal, CEO of Stilt. The company is an online lender that specifically targets immigrant and unreserved populations who have very specific challenges when trying to obtain debit and credit.

Episode Highlights

• 0.32: Stilt is a Fintech company focused on immigrants. When immigrants move to a new country, they don't have a credit history or credit score and it's very difficult for them to access financial products.
• 1.11: We are continuing to serve the immigrant population and recently we also launched a new product called Onbo, where we leverage all the infrastructure that we built at Stilt to help other companies serve their target markets, says Rohit. 
• 6.17: When we started the company, we said immigrants are not an exception, they are actually the policy for us. So, we build everything in our company focused on immigrants, says Rohit. 
• 7.52: All immigrants are stretching for is content that's helpful to them and they come to our site or blog pages and then they apply for a loan and then we apply underwriting model built specifically for this market, says Rohit.
• 8.40: Rohit talks about the efficacy of how his risk model working thus far because what he is saying is we can’t get access to Fico score but let’s compile other data into basically a different version of that.
• 10.31: The banks have the biggest balance sheet and so they do the most lending and they are still stuck in their old ways and it's very difficult for them to bring in new data sources to serve a new population. 
• 13.15: Immigrants first get to know about us in a non-financial context. They look at our content, they get to know about the company, they know we are legit, they become familiar with us and when they need financial products then they come to us and apply for a loan, says Rohit. 
• 14.48: We are seeing this infrastructure of lending that we have built is actually valuable to other companies who want to launch a lending product, says Rohit.
• 19.06: Rohit explains what happened in the modeling process or what data in the modeling process ended up being important?

3 Key Points

1. Rohit answers how he had discovered a problem in the market and decided to fix it and how Stilt was launched?
2. Different companies have used different types of underwriting methodologies to serve the customer segments that they are going after.
3. There are traditional lenders who want to expand their running capacity and there are people looking for other markets other under service verticals. Rohit talks about his target market.

Tweetable Quotes

• “The core of the idea to build Stilt just started with our personal experience of not being able to find an apartment in New York mainly because of my credit history.” – Rohit
• “The credit bureaus and the credit scoring agencies are also incorporating new data sources although but they're doing it very slowly as compared to Fintech.” – Rohit
• “You can actually launch a lending product in a few weeks with the infrastructure that we used to build Stilt instead of building everything again on your own.” – Rohit

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• LinkedIn - Rohit Mittal

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Jason Pereira talks to Robert Sofia, CEO of Snappy Kraken. The company is a well-known platform in the advisor community for helping advisors market their business through social media and other venues.

Episode Highlights

• 1.32: Robert's love was in marketing and in 2009 he launched his first marketing consulting firm for advisors. He scaled that up to serving about 800 advisors at its peak. It was a good business, but it was all services. 
• 2.30: Financial advisors offer tremendous value. They can do so much for people, but most don't know about them, and most advisors aren't marketers.
• 3.18: Financial advisor industry had a really tough time in understanding or at least wrapping their head around organic marketing and bringing people into that, says Jason.
• 5.46: Technology and content are two things to build relationships at scale to get entire 97% of the opportunity.
• 8.07: Your contact list is your most powerful asset. Your contact list is the thing that is going to become all your future business, says Robert.
• 12.00: Robert talks about the use of canvas the feature that they have added in the last 12 months. 
• 13.44: Robert says that they wanted to create a way that advisor could send a broadcast message to all of their clients or all of their prospects individually.
• 15.23: We are trying to enable real time authentic communication in a way that scales for the advisor, says Robert.
• 17.41: We knew the only way to truly serve advisors was to also help them with their branding websites...
• 18.44: Our plans are to create one seamless branding website and marketing experience that is of the very best quality available in the industry but still price accessible, says Robert.
• 21.36: Robert talks about the onboarding process for an advisor. What is the time commitment, how much effort they put into in on a weekly basis and how much of it is on them and how much of it is just provided? 
• 23.45: Robert has got two companies that he is integrating right now. He is actively engaged in the integration that will impact the industry.
• 26.06: When you are going down a path and everything changes, you got to immediately adjust with that is very challenging and it's something that challenges us every day, says Robert.

3 Key Points

1. Robert shares how he is scaling marketing for advisors effectively and how are they solving marketing problem for many?
2. When you go out into Snappy Kraken to find campaigns you want to use, you can choose based on two things. It's who is the audience and what is the goal.
3. Recently Robert went through an acquisition, and he picked up a company called advisor websites. He talks about the logic and thinking about that acquisition and what he plans to do with it.

Tweetable Quotes

• "If we can help advisors serve more people with financial planning, that means better outcomes for everyone people." - Robert
• "Most advisors don't think about growth and scaling correctly. What they think is "I just need more leads and how can I get more leads." - Robert
• "Often we are so caught up in the moment of either success or rejection and failing to realize the absolute truth." - Jason

Resources Mentioned

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor

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