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.
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    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.
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    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.
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    22 min
  • ElektraFi with Antonio Zivanovic | E403

    ElektraFi with Antonio Zivanovic | E403
    Nov 25 2025
    In today's episode of FinTech Impact, Jason interviews Antonio Zivanovic, the Founder and CEO of ElektraFi - an online platform that democratizes access to independent financial guidance for employees. Antonio shares the origin story of ElektraFi, its mission to provide cohesive financial insights and advice, and the innovative ways it supports individuals in managing their finances. Listen in as they discuss the importance of financial well-being, AI integration, and future plans for the platform. Ideal for business owners and employers interested in enhancing employee financial health.

    Hosted on Acast. See acast.com/privacy for more information.
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    31 min
  • FinMate AI with Daniel Yoo | E402

    FinMate AI with Daniel Yoo | E402
    Nov 18 2025

    In this episode of FinTech Impact, host Jason Pereira interviews Daniel Yoo, the founder of FinMate AI, an AI-driven advisor meeting notation software. Daniel explains the origins of FinMate AI, stemming from his frustrations as a financial advisor with the note-taking process. He delves into the various challenges the company has faced, the hyper-competitive market, and how they plan to differentiate themselves by providing a custom, service-oriented approach rather than a purely scalable software solution. Daniel also shares his insights on the evolving landscape of AI in financial services and emphasizes the importance of realistic, honest conversations within the industry.

    Tune in to learn more about the future of AI in financial advising and how FinMate AI aims to stand out in a crowded field.


    Hosted on Acast. See acast.com/privacy for more information.
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    24 min
  • KayOs with David Weinstein | E401

    KayOs with David Weinstein | E401
    Nov 11 2025

    In this episode of FinTech Impact, host Jason Pereira talks with David Weinstein, CEO, and co-founder of KayOs, a company helping businesses become AI-native by structuring their data and operations. David shares how KayOs organizes both structured and unstructured data into contextual graphs to enhance AI and agent capabilities within organizations. They discuss the origins of KayOs, the challenges businesses face with data management, and the various tools and models used to make data actionable. The conversation also delves into the future of AI, its ethical implications, and how companies can adopt AI technologies without losing the human touch.

    Tune in to learn about the innovative approaches KayOs employs to turn business data chaos into order.

    Hosted on Acast. See acast.com/privacy for more information.
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    31 min
  • Episode 400 with Julia Carreon | E400

    Episode 400 with Julia Carreon | E400
    Nov 4 2025
    In this milestone episode of FinTech Impact, Jason Pereira celebrates the 400th episode with special guest Julia Carreon. Julia, a respected executive with over 25 years of experience in financial services, discusses her impressive career and her stance on digital transformation within the industry. She highlights her notable achievements, including leading digital initiatives at Wells Fargo and Citibank. The discussion delves into the challenges of implementing AI and innovative technologies in traditional banking systems, the importance of execution, and the complexities of integrating new technologies in an industry hampered by outdated systems and organizational bureaucracy. Julia also shares her views on the pitfalls of the robo-advisor hype and the importance of proper onboarding processes. This episode offers a candid, in-depth look at what it takes to drive real change in financial services.

    Hosted on Acast. See acast.com/privacy for more information.
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    39 min
  • Influence Snapshot with Matt Halloran | E399

    Influence Snapshot with Matt Halloran | E399
    Oct 28 2025
    In this episode of FinTech Impact, host Jason Pereira welcomes Matthew Halloran, co-founder of ProudMouth. ProudMouth has become a leading podcast platform for financial advisors, helping them develop and broadcast their voices. They recently introduced Influence Snapshot, a tool designed to identify marketing gaps and boost an advisor's influence. Matt and Jason delve into the importance of niche marketing, detailed content strategies, and the impact of consistent branding. They also explore how Influence Snapshot can provide key insights into areas such as audience targeting, brand credibility, and content synergy. Join them for an informative conversation on enhancing advisory practices through effective content marketing.

    Hosted on Acast. See acast.com/privacy for more information.
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    29 min