Summary:

In this 115th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews J. Gaston Siri, Chief Executive Officer at SideDrawer and Jamie R. Wolkove, Vice President Sales & Marketing at SideDrawer. SideDrawer is an app and platform based in Toronto, Ontario, Canada that allows you to store all the stuff in your life in one place, not just as pdf files, but with intelligence to drive action and support. 

Episode Highlights: 

● 00:56: – J. Gaston Siri and Jamie R. Wolkove define Sidedrawer and how it got started. 

● 05:18: – What is SideDrawer doing to drive engagement with users? 

● 07:38: – SideDrawer is implementing feedback that they are getting in the field from users. 

● 08:59: – Jason Pereira defines ‘metadata’ and how it works with SideDrawer. 

● 09:54: – What types of challenges and pushback have they gotten from people concerned about data security? 

● 14:04: – How is the pricing model for SideDrawer laid out? 

● 16:10: – How is SideDrawer tackling concerns about data security? 

● 21:35: – J. Gaston Siri and Jamie R. Wolkove discuss the information acquisition side of SideDrawer. 

● 23:43: – Is SideDrawer looking at using personal financial management tools? 

● 28:48: – It is not just up to the end-user to upload all the data it is also on the professional service provider to do as well. 

● 29:19: – How do executors get access to a deceased user’s SideDrawer? 

● 31:27: – What would they change in their business or industry? 

● 32:48: – What has been the biggest challenge to get the company where it is today? 

● 33:51: – What is the most exciting thing that they are working on? 

3 Key Points 

1. Metadata is another point of data surrounding a digital file that is of relevance. 

2. SideDrawer can help you save money and protect your assets and your entire portfolio. 

3. SideDrawer’s entire production infrastructure online is serverless, making it less susceptible to hacking than other financial institutions. 

Tweetable Quotes: 

● (SideDrawer) “Now you have a place in which you can organize your entire life on a weekly basis, daily basis, monthly basis, whatever the timeframe would be.” – J. Gaston Siri 

● “When you look at SideDrawer, not only do you have the organization guardrails that we are giving you to help you organize better. But on top of that, we’re essentially giving you all this ability to load that meta data.” – J. Gaston Siri 

● “If we can actually help you identify where you should actually be in terms of the right size in your insurance policies, then that is a benefit that we can give you.” – J. Gaston Siri 

Resources Mentioned: 

● Facebook – Jason Pereira’s 

● LinkedIn – Jason Pereira’s 

● FintechImpact.co – Fintech Impact 

● JasonPereira.ca – Jason Pereira’s newsletter 

● Linkedin – J. Gaston Siri’s 

● Linkedin – Jamie R. Wolkove’s 

● Sidedrawer – Website Sidedrawer 

Full Transcript

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