Fintech Impact

In this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients. Sam discusses the origin of Wealthfeed, its development, and how the platform uses data to pinpoint life events that signal potential clients. The discussion includes practical advice on targeting prospects without appearing intrusive and the value of automated, compliant marketing. Tune in to learn how Wealthfeed leverages data to drive organic growth and add value to financial advisory practices.

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Join host Jason Pereira as he converses with Divine, the visionary behind Notes Technology. This innovative platform empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge. Learn about the longstanding issues within the traditional music industry and how Notes Technology is levelling the playing field for artists. From financial literacy to AI-powered support, discover how this platform is transforming the careers of creatives. Don't miss this insightful episode on how to monetize artistic talents without the exploitative middlemen.

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In this episode of FinTech Impact, host Jason Pereira interviews Adam Famularo, CEO of Workfusion. They discuss Workfusion's innovative use of artificial intelligence to combat financial crimes, specifically anti-money laundering, and the development of AI agents for compliance in banks. Adam explains how machine learning models, developed in collaboration with multiple banks, are packaged into digital workers, now called AI agents, which significantly expedite processes such as transaction screening and KYC (Know Your Customer). They also dive into the concept of human-in-the-loop, the importance of purpose-built AI, and the transformation of traditional financial compliance roles through AI integration. This interview offers a deep dive into the future of fraud detection and compliance in the financial sector.

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In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for investment management that covers front, middle, and back office functionalities. Alex dives into Ridgeline's inception, the all-in-one approach for asset managers, and how they're leveraging artificial intelligence to enhance operational efficiency. They also discuss the historical deficiencies in financial software, the conservative nature of asset managers in adopting new tech, and what's on the horizon for AI applications within Ridgeline.

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Welcome to FinTech Impact! In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. Symmetry Systems specializes in securing enterprise data, by managing access points, and monitoring data flows. Claude shares the company's history, their unique approach to data security, and how they minimize attack vectors while optimizing data access. The discussion highlights the importance of viewing data both as an asset and a potential liability. Gain insights into how Symmetry's innovative solutions have led to substantial cost savings and improved security for large enterprises.

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In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and analyze massive amounts of data for better decision-making in RIA acquisitions. The conversation also covers how the platform provides significant advantages to both buyers and sellers in the highly fragmented RIA market. Listeners will hear about the challenges, future plans, and the potential for AI to transform the industry.

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In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's balance sheet, income statement, and asset allocation. He shares insights from his extensive 36-year career in financial advising and the motivations behind founding Bonsai during the global financial crisis. The conversation dives into the mechanics of ALM, the significance of risk-based products like annuities, and the challenges and opportunities in integrating investment and insurance solutions. Tune in to learn how Bonsai is making comprehensive retirement planning accessible to all investors.

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In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org. Daffy.org is a pioneering online platform designed to simplify charitable giving through a modern donor-advised fund. Adam discusses the motivation behind creating Daffy, which was influenced by the technology innovations and community needs highlighted during the pandemic. He elaborates on the functionality and benefits of Daffy, including the ease of setting aside funds for charity in a tax-advantaged manner, and the platform's ability to handle various asset types, including crypto and private stock. Adam also highlights the challenges of building trust, educating potential users, and innovating in a staid industry. The episode concludes with discussions on Daffy's pricing model, competitive advantages, upcoming features, and the long-term mission of making charitable giving more accessible and consistent for everyone.

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In this episode of FinTech Impact, host Jason Pereira talks with Era Jain, co-founder and CEO of Zeplyn, about how her company is transforming the wealth management industry through AI-powered automation. Zeplyn aims to streamline the cumbersome and time-consuming tasks associated with client meetings for financial advisors, thereby allowing them to focus more on client relationships and growth activities. Jain shares the origin story of Zeplyn, their innovative approaches to integrating AI into financial workflows, and their vision for the future, including client and practice intelligence. The episode also touches on the challenges and successes of implementing AI in an industry that often relies on outdated technology.

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In this episode of FinTech Impact, host Jason Pereira interviews Prashant Fuloria, CEO of Fundbox. They discuss how Fundbox is revolutionizing access to capital for small businesses by providing financing solutions embedded into existing workflows and digital tools. Prashant explains their approach to reducing friction in financing, the types of products they offer, and how they leverage data and AI for better underwriting decisions. They also explore Fundbox's growth strategies, including product expansion, partnerships with banks, and geographical expansion, and touch upon the challenges and future of small business financing.

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