Fintech Impact

Host Jason Pereira interviews Thomas Clawson, co-founder of Slant, an AI-native CRM built from the ground up for financial advisors. Launched in late 2025, Slant shifts the traditional CRM focus by using the "household" as its core data object. This structure allows its AI engine to instantly generate accurate context for client summaries, meeting prep, and firm-wide queries like tracking geographic exposure or review cadences.

The conversation highlights how Slant uses natural language and selectable AI models to automate record updates immediately after client meetings. Clawson also discusses the hurdles of wealthtech integration and maps out Slant’s future, including public API access, deeper custodian connections, and proactive, relationship-focused alerts.

This episode is a must-listen for forward-thinking advisors and operations leaders looking to replace rigid databases with a flexible, AI-driven client management system.

Episode Highlights:

00:00 Welcome and Guest Intro

00:43 Slant Origin Story

01:59 Rethinking CRM Around Households

05:15 Defining a Household

07:57 AI Features and Chat Everywhere

10:47 Workflow Flexibility and Change

15:18 Solos vs Enterprises in AI

19:11 Open Models and Public API

20:24 Data Model and Structured Inputs

24:05 Roadmap Integrations and Deliverables

27:34 Lightning Round and Closing

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Slant

LinkedIn - Thomas Clawson’s LinkedIn

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

Host Jason Pereira interviews Josh Rowat of Wise about the company’s mission to make international money movement faster and cheaper. Operating in 150+ countries, Wise delivers 75% of its payments instantly with an average fee of just 0.51%. The conversation focuses on Wise’s expansion in Canada, where new regulatory changes allow non-banks direct access to payment rails via Payments Canada and Interac. Rowat explains how these milestones bypass traditional banking bottlenecks to lower costs, increase speed, and prepare for the future of real-time open banking.

This episode is a must-listen for fintech professionals and cross-border businesses looking to understand how regulatory shifts are lowering global payment friction.

Episode Highlights:

00:00 Welcome And Guest

00:35 Wise Elevator Pitch

02:23 Canada Payments Canada Milestone

04:47 How Wise Got Approved

08:27 Global Access Trends

10:57 Why Direct Rails Matter

12:43 Wise Platform As Pipes

13:57 What's Next For Wise

16:00 Instant Rails And Adoption

20:57 Rapid Fire Closing Questions

24:17 Wrap Up And Sponsor

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Wise

LinkedIn - Josh Rowat’s LinkedIn

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

Host Jason Pereira welcomes Aaron Klein, founder of Contio (and former CEO of Nitrogen/Riskalyze), to discuss his new mission: fixing the "meeting problem." Klein explains that most advisor meetings suffer from poor agendas, missing data, and heavy manual follow-up. Contio’s MeetingOS solves this by using AI to build collaborative agendas and "pre-brief" advisors—pulling together past history, performance reports, and financial plans to anticipate client questions before the meeting starts.

The conversation covers the technical side of the platform, including how it securely captures system audio to build a shared "firm intelligence." By turning conversations into structured data, Contio helps firms transform meeting notes into automatic workflow outputs while keeping client data in a secure, private cloud.

This episode is a must-listen for advisors looking to eliminate meeting prep drudgery and leaders interested in how the next generation of "MeetingOS" tech will drive firm efficiency.

Episode Highlights:

00:00 Welcome Back, Aaron Klein

01:00 Riskalyze to Nitrogen Rebrand

02:16 Keeping the CEO Exit Secret

02:36 Fearless Keynote Cancer Scare

04:55 Introducing Contio Origins

07:21 AI Notetakers Miss the Point

08:26 Roman Empire Naming Fun

09:47 MeetingOS for Advisors

10:49 Client Review Prep Magic

14:38 Building the Tech Team

18:12 Hard Problem Audio Capture

19:18 Security Bet and Predictions

19:48 Data Theft and PII Risks

20:21 Private Cloud Security Wall

21:15 Compounding Workspace Intelligence

25:25 APIs Partners and No Lock In

27:12 Orchestrating AI at Work

30:29 Wish More Advisors Invest

36:00 Biggest Build Challenge

37:20 Why Keep Building

38:26 Wrap Up and Sponsor

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Contio

LinkedIn - Aaron Klein’s LinkedIn

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

Host Jason Pereira welcomes back Parham Nasseri, President of InvestorCOM, to discuss how firms are turning complex regulations into intuitive, digital workflows. Nasseri explains that while some firms still use manual "check-the-box" forms, tech-first companies are using InvestorCOM to automate requirements like Reg BI and KYC-KYP. This approach not only builds a "compliance moat" but also helps advisors provide more defensible advice during high-scrutiny events like 401(k) rollovers.

The conversation also previews InvestorCOM’s AI roadmap, specifically the use of "ambient AI" to pre-populate compliance documents directly from meeting recordings. This shift aims to reduce administrative burden, allowing advisors to focus on client outcomes rather than paperwork.

This episode is a must-listen for compliance officers and advisors looking to transform regulatory hurdles into a competitive advantage through automation and AI.

Episode Highlights:

00:00 Welcome and Guest Intro

00:30 What InvestorCOM Does

01:23 Compliance as Workflow

02:19 Reg BI and CFR Shift

04:10 KYC KYP Best Practices

07:19 Paper Forms vs Digital

09:02 Tech First and AI Future

11:38 US Case Study 401k Rollovers

15:02 AI Roadmap and Note Takers

21:02 Industry Change Mindset

22:42 InvestorCOM Transformation

26:36 Buy vs Build Debate

30:45 Motivation and Closing

32:11 Outro and Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

InvestorCOM

LinkedIn - Parham Nasseri’s LinkedIn

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

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 Impact

00:39 What Is iFactFind

01:24 Why Build It

03:15 Client Onboarding Flow

07:07 Advisor View and Integrations

08:44 Compliance Built for Australia

11:32 Who It Fits Best

13:04 Product Lessons and Scaling

15:55 Scope Creep Reality Check

16:44 Product Expands Beyond Fact Find

17:53 Should We Build CRM

19:13 Integrations And Pricing Strategy

20:39 Roadmap Modeling And Better Advice Docs

21:51 Monte Carlo Debate

25:15 Goals Based Advice And Professionalism

27:51 Biggest Challenge Building Tech

28:35 Why Financial Planning Matters

30:11 Wrap Up And Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

iFactFind

LinkedIn - Paul Moran’s LinkedIn

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

Host Jason Pereira interviews Tom Fields, CEO of Fynancial, a platform providing wealth management firms with a white-labeled mobile app. Fields explains how a branded app allows advisors to "own their distribution," bypassing the noise of email and social media to deliver proactive push notifications, secure documents, and performance data directly to clients.

The discussion covers how Fynancial integrates with existing CRMs and planning tools to automate workflows—like "next-best-action" tasks—while ensuring all communications are archived for compliance. By centralizing the client experience, firms are seeing higher satisfaction, easier referrals, and a more modern brand presence.

This episode is a must-listen for advisors looking to strengthen client loyalty and modernize their practice through a dedicated mobile experience.

Episode Highlights:

00:00 Welcome and Guest Intro

00:49 What Fynancial Does

01:24 Why Advisors Need Phone Real Estate

02:14 Origin Story Fired Client

05:01 Building the Advisor App

06:25 Client Engagement Push Notifications

09:44 Compliance and Secure Messaging

12:03 Success Stories Growth Referrals

16:25 Future Roadmap AI Next Best Action

19:20 Rapid Fire Closing Questions

23:41 Wrap Up and Sponsor Outro

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Fynancial

LinkedIn - Tom Fields’ LinkedIn

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

Craig Iskowitz, CEO of Ezra Group, returns to speak with Jason about navigating the overwhelming pace of technology change in wealth management. Iskowitz explains how Ezra Group provides objective tech stack evaluations for firms without the bias of referral fees or software sales. The discussion highlights the shift from crypto to AI hype, the dangers of overbuilding in-house tools, and why "integration quality" is often the weakest link in an advisor's workflow.

This episode is a must-listen for RIA owners and operations leaders who need a reality check on AI implementation and a framework for building a scalable, well-integrated tech stack.

Episode Highlights:

00:00 Milestone Guest Intro

01:23 Craig’s Origin Story

02:51 Tech Change Goes Exponential

04:31 AI Hype Versus Reality

08:03 Regulated Industry Limits

09:28 Buy Versus Build Returns

10:01 Hidden Costs of Building

15:43 When Building Makes Sense

18:22 Super Apps and All-in-One

20:01 Integration Friction Problem

20:43 Integration Reality Check

22:48 AI And Vendor Shifts

26:51 Note Takers Threaten CRMs

29:19 Build Versus Buy Limits

30:49 Tech Spend And Stack Strategy

32:13 Optimize Before Replacing

34:53 Wishes Hiring And Motivation

39:35 Wrap Up And Credits

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Ezra Group

LinkedIn - Craig Iskowitz’s LinkedIn

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

Host Jason Pereira catches up with Tyrone Ross, CEO of Turnqey Labs, a platform providing advisors with "holdings intelligence" for crypto assets. Turnqey delivers high-fidelity, audited on-chain data and tax lot reconciliation directly into tools like Morningstar and Wealthbox, allowing advisors to manage crypto with the same rigour as traditional portfolios. Ross highlights how Turnqey uses AI-ready APIs to modernize wealthtech and shares his vision for a future where traditional accounts are eventually replaced by digital wallet identifiers.

This episode is a must-listen for advisors and developers needing to bridge the gap between "wild west" crypto data and professional, compliance-heavy wealth management.

Episode Highlights:

00:00 Welcome and Guest Intro

00:39 Sprinkles Cupcakes Banter

01:47 What Turnqey Labs Does

03:38 API First Platform Strategy

05:41 AI Rebuild and Cost Savings

08:12 Advisor Onboarding Workflow

10:30 API Keys Over OAuth

12:15 Holdings Intelligence and Education

17:12 Founder Frustrations and Origin Story

18:37 Integration Value for WealthTech

23:13 Future Wallet-Based Accounts

25:55 Rapid Fire Closing Questions

29:45 Wrap Up and Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Turnqey Labs

LinkedIn - Tyrone Ross’ LinkedIn

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

Host Jason Pereira interviews Ximena Alemán, co-founder and CEO of Prometeo, about bridging the gap between global corporations and fragmented banking systems through a single, standardized API. Born from the frustration of building digital wallets in Uruguay, Prometeo now connects over 7,000+ financial institutions across 50+ countries, specializing in the Latin America and U.S.–LatAm corridors. Alemán details how their infrastructure streamlines account verification and money movement, while preparing for a future of AI-driven "agentic" payments.

This episode is a must-listen for fintech developers and global business leaders looking to simplify cross-border operations and scale rapidly across the complex Americas regulatory landscape.

Episode Highlights:

00:00 Welcome and Guest Intro

00:31 What Prometeo Does

01:40 Spaghetti Connectivity Problem

02:54 Origin Story and LatAm Focus

06:01 Coverage and Standardization

07:31 Who Uses Prometeo

08:27 Regulation and Expansion

10:22 Efficiency and Time to Market

12:19 Agentic Payments and AI

17:11 Emerging Markets and RTP Rails

21:16 Rapid Fire Closing Questions

27:21 Wrap Up and Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Prometeo

LinkedIn - Ximena Alemán’s LinkedIn

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

Host Jason Pereira interviews Dr. Charles Chaffin about Money Risk Inventory (MRI), a platform that transforms financial psychology from an "art" into a measurable science. Built on years of academic research, MRI moves beyond simple risk scores to objectively assess client biases, financial anxiety, and readiness for change. Chaffin explains how MRI’s suite of tools—including specialized modules for prospect conversion and client check-ins—uses colour-coded insights to help advisors understand a client's "money scripts" and communication style before they even step into a meeting.

The conversation explores how this psychological data creates stickier client relationships and more effective coaching, while teasing future plans for deeper AI integration to further personalize the planning process.

This episode is a must-listen for advisors who want to move past guesswork and use data-driven psychology to improve client retention and close more prospects.

Episode Highlights:

00:00 Welcome and Guest Intro

00:29 What Is Money Risk Inventory

01:00 Origins and Research Roots

02:31 What MRI Measures

03:24 Advisor Workflow and Colour Coding

04:17 Product Line and Packaging

05:20 Prospecting With Genesis

07:37 Client Action and Stages of Change

11:55 Communication and Learning Styles

12:56 Scripts, Advisor Bias, and AI

15:37 Coaching Over Knowledge

18:03 Feeling Heard and Trust

26:01 Future Roadmap for MRI

27:46 Rapid Fire Three Questions

32:55 Closing and Sponsor Message

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Money and Risk Inventory (MRI)

LinkedIn -  Dr. Charles Chaffin’s LinkedIn

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