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

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