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:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Hamachi.ai

LinkedIn - Mike Wilson’s LinkedIn

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