Fintech Impact
Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.
Episodes
In this episode of Fintech Impact, Jason Pereira interviews Jimmy Gill from Versoft Consulting about the intricacies of investment technology and data migrations. The conversation explores the challenges of integrating various investment technologies, outlining how Versoft Consulting assists in streamlining technology stacks for financial advisors. They delve into the complexities of data migration between portfolio management syst...
Jason Pereira interviews Arnulf Hsu, CEO and Co-founder of GReminders. Arnold discusses the company's journey from being a client notification system to becoming an AI powered end-to-end meeting management platform tailored for financial advisors. The conversation dives into how GReminders focuses on automating the entire client meeting lifecycle through AI and intricate integrations with CRM systems. Arnold also highlights the sig...
Jason Pereira interviews David Silverstein, Founder of Ned, a white label online platform aimed at enhancing lender transparency and cash flow visibility for small to medium-sized businesses. Silverstein discusses the origin of Ned, emphasizing transparency and trust between lenders and borrowers, and explains how Ned facilitates cash flow lending with real-time borrower insights. He further explores the challenges faced by convent...
Jason Pereira interviews Vickie Lewin, Chief Growth Officer of Amplify, to discuss their wealth tech platform designed to enhance the advisor and client experience. Vickie explains how Amplify was born within the RIA Ashton Thomas and highlights its evolution into a standalone technology platform aimed at addressing common challenges faced by advisors. Amplify's focus on reducing complexity, creating seamless workflows, and offerin...
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