Obtenez 3 mois à 0,99 $/mois

OFFRE D'UNE DURÉE LIMITÉE
Page de couverture de Fintech Impact

Fintech Impact

Fintech Impact

Auteur(s): Jason Pereira
Écouter gratuitement

À propos de cet audio

 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.

All rights reserved Économie
Épisodes
  • Hakkoda with Anand Pandya | E406

    Hakkoda with Anand Pandya | E406
    Dec 16 2025
    Join host Jason Pereira on 'FinTech Impact' as he discusses the foundational elements of AI, specifically data, with Anand Pandya, head of Financial Services for Hakkoda, an IBM company. In this episode, they dive deep into the evolution of data management, the challenges organizations face in maintaining high-quality data, and the importance of clean data for successful AI implementation. Learn about the history of data waves, the pivotal role of cloud platforms like Snowflake, and how big companies can avoid common pitfalls in the AI landscape. Don't miss this insightful conversation packed with expert insights and practical advice for the future of data in financial services.

    Hosted on Acast. See acast.com/privacy for more information.
    Voir plus Voir moins
    33 min
  • Knapsack with Mark Heynen | E405

    Knapsack with Mark Heynen | E405
    Dec 9 2025

    In this episode of FinTech Impact, host Jason Pereira interviews Mark Heynen, co-founder of Knapsack, an AI-powered platform designed to enhance financial advisory workflows. Mark shares insights on how Knapsack automates administrative tasks by integrating with various data sources and employing natural language agents. He discusses the platform's evolution from a private note-taking tool to a comprehensive agent-based system, capable of handling everything from simple email scheduling to complex tax planning. Mark also touches on the challenges faced in data compliance and the future of AI in financial services.


    Don't miss this deep dive into how AI is transforming the financial advisory landscape.

    Hosted on Acast. See acast.com/privacy for more information.
    Voir plus Voir moins
    39 min
  • Flextract with Rajesh Jayaraman | E404

    Flextract with Rajesh Jayaraman | E404
    Dec 2 2025
    In this episode of FinTech Impact, host Jason Pereira interviews Rajesh Jayaraman, founder and CEO of Flextract. Flextract is an innovative onboarding tool designed to help financial advisors streamline the client onboarding process by leveraging AI-powered data extraction. Rajesh discusses the origins of the company, the technology behind their product, and how it enhances both advisor efficiency and client experience. They delve into the challenges of managing disparate client data and the future roadmap for Flextract, including dynamic checklists and advanced report generation. This episode is a must-listen for anyone interested in the future of financial technology and client management.

    Hosted on Acast. See acast.com/privacy for more information.
    Voir plus Voir moins
    22 min
Pas encore de commentaire