Fintech Impact

Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products feel tangible for clients. The conversation dives into how the platform embeds compliance controls to prevent proposal errors, the impact of regulatory shifts like Reg BI, and how CapIntel is navigating its expansion into the competitive U.S. and Mexican markets.

This episode is a must-listen for wealth management executives and advisors interested in how "hyper-personalization" and integrated compliance are redefining the modern investment proposal.

Resources:

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CapIntel

LinkedIn - James Rockwood’s LinkedIn

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Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mean to them. By turning this unique behavioural data into AI-synthesized insights, Knomee provides advisors with actionable conversation starters and next-best actions to deepen trust and accelerate conversions.

This episode is a must-listen for advisors who want to move beyond generic financial planning and use behavioural intelligence to create more personalized, high-trust client relationships.

Resources:

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Knomee

LinkedIn - Marla Sofer’s LinkedIn

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On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and insurance professionals. Inspired by his experience building proprietary tech for a TAMP, Borer explains how his platform avoids the rigid, breakable workflows of traditional systems by focusing on flexibility and data-driven signals. The conversation explores the shift toward a more open tech ecosystem—supported by Advisor CRM’s APIs—and introduces Trove, a new AI-driven opportunity intelligence tool designed to surface growth leads automatically.

This episode is a must-listen for advisors frustrated by "clunky" CRM workflows and firm owners looking to stay ahead of the curve with AI-integrated client management.

Resources:

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AdvisorCRM

LinkedIn - Ryan Borer’s LinkedIn

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Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, Outlook, and DocuSign—to execute complex tasks via simple prompts, ensuring advisors never "drop the ball" on client requests. The discussion covers the platform's ability to automate everything from onboarding to email filing, while touching on the broader challenges of scaling fintech and the vital role of CFP education in the AI era.

This episode is a must-listen for forward-thinking advisors and operations leaders who are tired of manual data entry and want to see how "agentic AI" can finally bridge the gap between their disconnected software tools.

Resources:

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Nexhelm AI

LinkedIn - Brian Abatemarco’s LinkedIn

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Host Jason Pereira joins Nitrogen Wealth CEO Dan Zitting to discuss the company’s evolution from a niche risk-scoring tool into a comprehensive AI platform. Dan outlines how Nitrogen is leveraging a new agentic AI engine to automate the advisor meeting lifecycle, effectively shrinking hours of manual preparation into minutes. Beyond technical updates, the conversation dives into Nitrogen’s expanded suite—covering everything from portfolio research to tax education—and Dan’s vision for overcoming the data and compliance hurdles that currently slow down AI adoption in wealth management.

This episode is a must-listen for financial advisors and RIA owners looking to reclaim their schedules through automation, as well as fintech enthusiasts interested in how legacy brands successfully navigate a total AI-centric pivot.

Resources:

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Nitrogen Wealth

LinkedIn - Dan Zitting’s LinkedIn

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In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors that unifies data from systems like CRMs and portfolio platforms to power workflow “bots” such as a daily dossier and household brief. Wilson explains Hamachi’s origin, its compliance-first guardrails, and its strategy to embed via integrations and API rather than compete for the advisor desktop. They also discuss roadmap integrations and partners, including TaxStatus, FP Pathfinder, Financial’s client portal distribution, and potential research data sources like Morningstar and Zacks.

Episode Highlights:

00:00 Welcome to FinTech Impact + Meet Mike Wilson (Hamachi)

00:30 What Hamachi Does: An AI ‘Governing Intelligence Layer’ for Advisors

01:09 Origin Story: From Orion Alumni to Compliant Advisor AI

02:52 From Email Add‑On to Guardrailed Chat: Early Product Evolution

04:38 Real Advisor Workflows: Daily Dossier & Household Brief in Action

08:58 Integration Roadmap: CRM, Portfolio Platforms, and Tax Data (TaxStatus)

10:52 Where Hamachi Fits: Embedded AI, API Strategy, and Bot Marketplace

14:25 What’s Next: Pathfinder Workflows, Client Portals, and Research Feeds

23:28 Why Governance Matters: PII Redaction, Audit Trails, SEC/FINRA Compliance

27:21 Rapid‑Fire Wrap‑Up: Industry Wish, Biggest Challenge, and What Excites Mike

33:01 Closing Remarks, Call to Action, and Sponsor Message

Resources:

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Hamachi.ai

LinkedIn - Mike Wilson’s LinkedIn

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In this episode of FinTech Impact, host Jason Pereira interviews Kevin Akeroyd, CEO of Sovos, a leading tax compliance software company. Kevin shares the history and evolution of Sovos, its critical role in global tax compliance, and the company’s integration of AI and technology. He also discusses the challenges and future of tax compliance, including the impact of crypto reporting and e-invoicing mandates worldwide. 

This episode delves into how Sovos helps businesses seamlessly navigate complex tax landscapes and maintain compliance across various countries and tax laws.

Episode Highlights:

00:00 Introduction to FinTech Impact

00:29 Meet Kevin Akeroyd, CEO of Sovos

01:26 The Evolution of Sovos

03:27 Challenges and Integration

05:18 Tax Compliance Complexity

09:27 Mid-Market and Down-Market Strategies

14:18 Global Tax Compliance Trends

16:34 Crypto Reporting and Innovations

21:40 AI and Future Prospects

28:07 Conclusion and Final Thoughts

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Sovos

LinkedIn - Kevin Akeroyd’s LinkedIn

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In this episode of FinTech Impact, host Jason Pereira interviews Gene Natali, CEO and founder of Troutwood, an online financial planning and engagement platform aimed at helping advisors and enterprises empower individuals financially. They discuss the inception of Troutwood, its goals, and the unique features that help bridge the gap between individuals and financial experts. The conversation also delves into the challenges of financial literacy and how Troutwood's platform is designed to address these issues at scale, ultimately aiming to narrow the wealth gap and ensure financial empowerment for all. 

If you're looking to enhance the way you manage your clients and offer greater value, especially at scale, this episode is a must-watch.

Resources:

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Troutwood

LinkedIn - Gene Natali’s LinkedIn

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In this episode of FinTech Impact, host Jason Pereira interviews Khe Hy, founder of Latour AI. Khe shares his journey of starting Latour AI, a company that helps businesses integrate artificial intelligence into their workflows. They discuss how AI, particularly through vibe coding, can transform daily operations and strategize within companies, especially hedge funds and buy-side firms. Khe provides insights into the various stages of AI implementation, and the challenges and potentials of AI-driven solutions. They also explore practical tips for getting started with vibe coding and how leveraging AI can lead to innovative outcomes. 

Tune in to learn how to embrace AI to enhance efficiency and solve complex problems in your business.

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Latour AI

LinkedIn - Khe Hy’s LinkedIn

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In this episode of FinTech Impact, host Jason Pereira interviews Gabe Caldwell, co-founder of Quin, an AI-driven advisor support tool designed to automate administrative tasks for financial advisors. Quin integrates with CRMs, emails, and calendars, leveraging AI to perform tasks like note-taking, scheduling, and data entry at a fraction of the cost of a human assistant. Gabe discusses the origins of Quin, its current capabilities, and potential future integrations. He emphasizes the importance of solving real, significant problems with AI, and how Quin's tailored automation offers substantial time savings for advisors.

Tune in to learn how Quin can streamline your financial advisory workflow and enhance productivity.

Resources:

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Woodgate.com – Sponsor

Quin

LinkedIn -  Gabe Caldwell’s LinkedIn

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