Libretto with Jeff Coyle | E325
The Fintech Impact Podcast
by Jason Pereira
1w ago
Jason welcomes Jeff Coyle, CEO of Libretto, a platform designed to revolutionize financial planning by incorporating a comprehensive view of a client's total asset picture. They dive deep into how Libretto's innovative approach, which includes human capital and off-book assets, aims to meticulously craft financial plans that ensure more accurate, personalized, and future-proof financial strategies. Jeff shares insights into the methodology behind Libretto, its foundational principles, and the transformative impact it seeks to achieve in the wealth management landscape. Episode Highlights: 00 ..read more
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Savvy Wealth with Ritik Malhotra | E324
The Fintech Impact Podcast
by Jason Pereira
2w ago
In this episode of Fintech Impact, host Jason Pereira welcomes Ritik Malhotra, Co-Founder and CEO of Savvy Wealth, to discuss the intricacies of their digital platform designed to empower financial advisors. They dive into the platform's capabilities, its origin story, and the pressing challenges it aims to solve in the financial advisory landscape, enhancing both the advisor's efficiency and the client experience. Episode Highlights: 00:11: Jason introduces Ritik Malhotra and Savvy Wealth, a platform revolutionizing how financial advisors manage and grow their practice by automating non-cli ..read more
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Mobile Assistant Revisited with Corey Westphal | E323
The Fintech Impact Podcast
by Jason Pereira
3w ago
In this episode of Fintech Impact, Jason Pereira welcomes back Corey Westphal, from Mobile Assistant. Having first appeared on the show in August 2019, Corey discusses the evolution of Mobile Assistant since his last interview, focusing on its adaptation for the future. Together, they delve into how Mobile Assistant has innovated dictation services for financial advisors, enhancing data accuracy and integration with client relationship management (CRM) systems. Episode Highlights: 00:10: Jason Pereira opens the episode by welcoming listeners to Fintech Impact and introduces his guest, Corey ..read more
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Arch with Ryan Eisenman | E322
The Fintech Impact Podcast
by Jason Pereira
1M ago
Jason interviews Ryan Eisenman, Co-founder and CEO of Arch, a revolutionary platform designed to streamline the handling of alternative investments for advisors and their back offices. Throughout the conversation, they delve deep into the challenges of managing investments in the private markets, how Arch addresses these issues by aggregating and digitizing investment data, and the broader implications for both investors and advisors. Episode Highlight: 00:33: Ryan Eisenman briefly appreciates being a part of the podcast, leading to a deeper conversation about the genesis of Arch. The discus ..read more
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Advisor Brand Builder with Tina Powell | E321
The Fintech Impact Podcast
by Jason Pereira
1M ago
Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand identity efficiently and effectively, the tool promises to revolutionize the branding process for financial professionals. Through their discussion, Tina Powell sheds light on the significance of strong branding in the financial services industry, the innovative approach of Advisor Brand Builder, and offers invaluable insights into leveraging technology for branding. Episode Highlights: 00:31: Tina P ..read more
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Dispatch with Madalyn Armijo | E320
The Fintech Impact Podcast
by Jason Pereira
1M ago
Jason Pereira welcomes Madalyn Armijo, Co-founder and COO of Dispatch, a revolutionary platform designed to seamlessly integrate multiple financial advisory systems. This discussion delves into the platform's inception, its mission to eliminate redundant data entry, and its broader impact on the financial advisory landscape. The conversation offers insightful perspectives on the future of fintech and the challenges of modernizing financial advisory services. Episode Highlights: 01:04: Madalyn Armijo shares the origin story of Dispatch, highlighting the collective realizations among the co-fo ..read more
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Sora with Rohit Agarwal | E317
The Fintech Impact Podcast
by Jason Pereira
2M ago
Jason talks to Rohit Agarwal, Co-CEO of SOA Finance. They delve into the revolutionary platform SOA Finance, which empowers advisors to effectively manage and discuss clients' debt and debt restructuring. The episode offers a deep dive into the functionalities, challenges, and the significant impact of SOA Finance in optimizing the liabilities side of clients' balance sheets. Episode Highlights: 00:30: Rohit expresses excitement about the opportunity to share insights on SOA Finance, hinting at the innovative approaches the platform employs to transform the advisory landscape regarding debt ..read more
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Amplify Reviews with Whit Lanier | E316
The Fintech Impact Podcast
by Jason Pereira
2M ago
Jason Pereira engages Whit Lanier, CEO and Co-founder of Amplify Reviews, in a conversation about how financial advisors can harness the power of online reviews to enhance their visibility and attract more clients. Lanier delves into the transformative SEC marketing rule changes and shares his insights on the impact of positive client testimonials in the financial industry, drawing parallels from his previous experiences in healthcare. This episode is a treasure trove for advisors seeking to leverage digital platforms for growth. Episode Highlights: 00:09: Jason introduces the episode's focu ..read more
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Zocks with Mark Gilbert | E315
The Fintech Impact Podcast
by Jason Pereira
2M ago
In this episode of Fintech Impact, host Jason Pereira speaks with Mark Gilbert, Co-founder and CEO of Zocks Communications. Zocks Communications introduces an artificial intelligence-driven meeting assistant designed specifically for financial advisors. Throughout the discussion, Gilbert delves into the origins of Zocks, its innovative approach to capturing and structuring meeting-based data, and the broader implications of AI in enhancing advisor-client interactions. Episode Highlights: 00:09: Jason Pereira introduces Mark Gilbert and discusses Zocks Communications, an AI-driven platform cr ..read more
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EncorEstate Plans with Matt Morris | 314
The Fintech Impact Podcast
by Jason Pereira
3M ago
In this episode of Fintech Impact, host Jason Pereira interviews Matt, the CEO of EncorEstate Plans. EncorEstate Plans is an advisor-led tool designed to assist clients in creating and implementing their estate plans seamlessly within one comprehensive system. The platform enables financial advisors to guide clients through the process of developing personalized estate plans, providing a streamlined and efficient solution for estate planning. Episode Highlights: 04:08: The conversation takes a personal turn as Matt shares a family tragedy that served as a catalyst for creating EncorEstate Pl ..read more
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