Fintech entrepreneurs, advisor tools, real workflows.
Fintech Impact follows Jason Pereira in detailed conversations with fintech entrepreneurs serving advisors, institutions, and financial professionals. Episodes move from origin story to product mechanics, with plenty of attention to workflows, data, client behavior, and market gaps.
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Fintech Impact is an interview show about the companies building the infrastructure of modern financial services. Jason Pereira leads structured conversations with fintech entrepreneurs and CEOs, usually beginning with the simple but useful question of what the product does. From there, the episodes move into origin stories, market gaps, workflow problems, and the practical consequences for advisors, institutions, and clients. It is not a consumer money show. The center of gravity is the professional stack behind advice, banking, wealth management, estate work, and retirement planning. Prometeo’s episode frames open banking as a connectivity problem, where one API layer can reduce the burden of rebuilding bank integrations across countries and institutions. Money Risk Inventory brings the discussion into client psychology, risk tolerance, financial anxiety, FOMO, and the need for assessment tools that do not rely only on advisor judgment. CapIntel shows how investment analytics and proposal generation can make intangible financial products easier to explain at decision time. Knomee turns toward behavioral finance and the deeper client motivations that plans and portfolios can miss. AdvisorCRM keeps the focus on signals, actions, and the hard problem of making CRM useful for financial and insurance professionals. Hamachi.ai adds the newer AI layer, with household-level data, expert bots, dossiers, and advisor workflows. Bequest shifts the lens to trusts, estates, powers of attorney, fiduciary accounting, and the emotional weight of estate administration. Bonsai brings in asset liability matching, annuities, and retirement protection through advisor-delivered planning software. Across these episodes, the show is especially interested in tools that translate messy financial systems into something advisors can act on. The conversations are technical, but not abstract. Pereira tends to press for the business reason, the workflow, and the client impact behind each product. That makes Fintech Impact useful for people tracking how financial advice is being rebuilt through software, data, behavioral insight, and automation.
Made for: Fintech Impact is for financial advisors, wealth management professionals, fintech operators, and industry watchers who want product-level context rather than surface trends. It also suits entrepreneurs studying how niche financial software finds a real workflow.
What sets it apart: The show stands out by keeping the conversation close to implementation: APIs, advisor CRMs, fiduciary accounting, client psychology, AI bots, and investment presentation tools. It asks what the product does, why it exists, and how it changes work inside financial services.
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.
Short reviews from the PlayNext desk, based on the episodes we processed.
Diana Cabrises frames brand evangelism as practical education that helps fintech companies build attention and support sales.
FinTech Impact's conversation with Diana Cabrises treats brand evangelism as a practical function, not a buzzword. Cabrises, founder of Diana Cabrises Consulting, presents the role as a way to help fintech, wealth tech, and advisor-focused solution providers explain their value…
A focused case study on how Electrify links employee financial data with employer-sponsored CFP guidance.
Electrify comes through as a practical benefits story: a platform meant to connect scattered financial data with independent guidance, so employees can make better sense of their money.
Practice math for financial advisors.
Advisor tech, without the showroom gloss.
Stephen Dubner tests bourbon economics, Alzheimer's research, and money advice against hard data.
Daily business news with Kai Ryssdal, tracking Fed policy, oil shocks, and private credit.
Galloway rotates Office Hours Q&A, Raging Moderates politics, and China Decode geopolitics weekly.
Jason Pereira interviews Diana Cabrices, founder of Diana Cabrices Consulting, who describes herself as a 'brand evangelist' for FinTech companies.
Jason Pereira interviews Antonio Jovanovic, founder and CEO of Electrify, a platform that democratizes financial advice for employees through employers.
Ximena Alemán, co-founder and CEO of Prometeo, discusses how her company provides a unified API layer to connect global corporations with financial institutions, simplifying fragmented banking systems.
Dr.
Jason Pereira interviews James Rockwood of CapIntel about their investment presentation platform and how it helps advisors articulate advice.
Jason Pereira interviews Marla Sofer about Nomi, a behavioral finance app that helps wealth managers understand clients' true motivations to improve engagement and trust.
Jason Pereira interviews Ryan Borer, CEO of AdvisorCRM, about how the company helps financial and insurance professionals turn signals into action by simplifying CRM processes.
Jason Pereira interviews Anna Mouland about Bequest, a B2B SaaS platform that automates trust, estate, and power of attorney administration for professionals.
Jason Pereira interviews Robert DeChellis, CEO of Bonsai, about their personal asset liability management platform for financial advisors.
Jason Pereira interviews John Wise, CEO of Communify Fincentric, about the merger of two companies into a platform that combines client and market data for intelligent insights.
Jason Pereira interviews Richard Walker about QuickForms, a platform that automates form processing, discussing its origin from Richard's experience as a financial advisor frustrated with manual paperwork.
Jason Pereira interviews Mark Netjes about Advyzon, a comprehensive all-in-one technology and investment solution for financial advisors.