Episódios
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In this episode of FinTech Impact, host Jason Pereira interviews Rodney Williams, co-founder and president of Solo Funds. The platform offers an innovative approach to peer-to-peer lending, targeting issues with payday loans and credit cards by creating a mutually beneficial system for those in need of capital. They discuss the origin of Solo Funds, the transparent and borrower-driven structure, and the community-centered approach that sets Solo apart. Rodney also shares success stories and highlights the challenges and advantages of building an impactful financial service. Don't miss this insightful conversation on reshaping the lending landscape.
Hosted on Acast. See acast.com/privacy for more information.
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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 systems, highlighting the diverse issues encountered during such transitions and offering insights into best practices for successful conversions. The episode wraps up with discussions on how comprehensive solutions and problem-solving approaches can significantly alleviate operational inefficiencies within the finance industry.
Episode Highlights:
00:33: Jason thanks Jimmy Gill of Versoft Consulting for joining the podcast.00:35: Jimmy introduces Versoft Consulting, its mission, and services in the finance sector.01:20: Explanation of Versoft’s services, including portfolio management, data conversions, and consulting.01:29: Discussion on the origin and history of Versoft Consulting.03:34: The complexities involved in data migrations from one platform to another.04:26: Real-life story of migrating 30 years of transaction history.05:33: Issues firms encounter with portfolio management and accounting platforms.07:08: Best practices for conversion and timelines for migrating systems.12:08: Common pitfalls and considerations during platform migrations.14:12: Importance of data quality and the role of Versoft Consulting in migrations.16:49: Navigating trust issues with new technology platforms.19:20: Volume of data and time estimation challenges in migrations.21:51: Weird data anomalies and how Versoft confronts them during migrations.32:09: Jimmy’s passion for solving complex data problems in fintech.34:18: Conclusion and wrap-up of the episode, encouraging listeners to seek migration help from Versoft.Key Takeaways:
Data migrations in the financial sector are fraught with challenges, requiring expert handling to ensure accuracy and efficiency.The industry suffers from a lack of standardized data formats, complicating technology integrations significantly.Having dedicated personnel or consultants focused entirely on technology transitions can prevent bottlenecks and delays.Effective communication and planning are crucial for maintaining timelines and minimizing disruptions during platform migrations.Firms often benefit significantly from adopting streamlined, automated processes for operational efficiencies.Tweetable Quotes:
"Data migrations: not just shifting data, but overcoming challenges to ensure efficient financial operations.""In financial tech, the quirks and complexities are the puzzle pieces we love to solve.""Adopting new tech isn't just about the systems; it's about finding the right solutions for your firm."Resources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://versoftconsulting.com/team/jimmy-gill/https://www.linkedin.com/in/jameswgill/Hosted on Acast. See acast.com/privacy for more information.
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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 significant time savings GReminders offers financial advisors and shares insights into the company's client-focused approach to software development and enhancements.
Episode Highlights:
00:08: Jason Pereira introduces the show and his guest, Arnulf Hsu of GReminders, explaining its role in meeting workflow management for financial advisors.00:30: Arnold thanks Jason for having him on the show.02:55: Arnold emphasizes the platform's use of workflow automation and AI to enhance the client meeting experience from start to finish.03:10: He shares GReminders' origin story, initially starting as a client notification system linked with Google Calendar.05:39: Arnold explains the process for financial advisors to easily schedule meetings with clients using GReminders' features.07:08: Discusses the successful development of various features based on client feedback and needs.09:19: Talks about the importance of having a smaller, fully integrated tech stack for financial advisors.10:50: Highlights the significant time savings reported by their customers and the positive impact on revenue.12:59: Arnold touches on the future directions GReminders might take, including AI assistants and enhanced client engagement.15:43: Jason concludes that the conversation was concise due to the clarity of GReminders' value proposition.18:30: Arnold expresses his passion for solving business problems and maintaining a rapid software development cycle.Key Takeaways:
GReminders enhances productivity for financial advisors by automating the meeting lifecycle, integrating deeply with CRMs.The platform offers significant time savings, allowing advisors to focus more on meaningful tasks that drive revenue and client satisfaction.A strategic focus on vertical markets enables GReminders to tailor its offerings to the specific needs of financial advisors.The rapid iteration cycle in software development allows the company to quickly adapt and improve based on client feedback.Tweetable Quotes:
"We're an AI-powered end-to-end meeting management platform built for financial advisors." - Arnulf Hsu"We believe a smaller tech stack that is more deeply integrated tends to be better." - Arnulf Hsu"Business problems are my thing; I understand them and can help solve them." - Arnulf HsuResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.greminders.com/https://www.linkedin.com/in/arnulfhsu/Hosted on Acast. See acast.com/privacy for more information.
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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 conventional lending systems and how Ned addresses these by offering innovative solutions for lenders to design custom capital products, thereby enhancing their market share and efficiency. The conversation delves into the significance of real-time cash flow data, enabling better risk assessment and lending practices.
Episode Highlights:
00:08: Introduction to the podcast and David Silverstein, founder of Ned.00:27: David Silverstein expresses appreciation for being on the show.00:30: David gives an overview of Ned's platform capabilities and offerings.01:41: The origin story of Ned and how it was founded to resolve friction in business lending.03:03: Discussion on the challenges lenders face and how Ned solves these issues.04:10: Exploration of how typical lending infrastructure has been outdated.06:03: Jason highlights the archaic nature of traditional lending and the need for frequent cash flow assessments.10:01: David discusses how Ned facilitates better lender-borrower relationships.14:48: More insights into how Ned enables smarter, safer lending through better borrower data.17:16: David addresses Ned's impact on the acceleration of growth for lending companies.23:58: Future goals and innovations Ned is working toward.27:54: David’s wish for change in the company's operations or sector being in the area of change management.29:08: Discussion about pricing as one of the biggest challenges currently faced by Ned.30:21: The excitement behind Ned's mission and its impact on borrowers and lenders alike.32:19: Closing remarks and appreciation from Jason to David.Key Takeaways:
Ned enhances lender-borrower relationships through a platform that prioritizes transparency and trust.Real-time cash flow data is crucial for modern lending, enabling better risk assessment and decision making.The platform reduces underwriting time and improves repayment consistency, fostering better business outcomes.Future innovations at Ned focus on utilizing borrower data to improve loan strategies and growth potential.Tweetable Quotes:
"The relationship between a borrower and a lender is pretty darn intimate." - David Silverstein"The old way of underwriting a small business loan is misaligned with today's economy." - David Silverstein"Our DNA was built with revenue-based repayments, automating balance checks and transparency." - David Silverstein"It's all about the borrowers. It's all about intimate relationships and long-lasting relationships." - David SilversteinResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.nedhelps.com/https://www.linkedin.com/in/david-silverstein-b904a27b/Hosted on Acast. See acast.com/privacy for more information.
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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 offering a comprehensive trade engine are discussed, alongside a dive into their future roadmap and technology enhancements. The episode concludes with insights on the importance of building platforms that resonate with industry needs.
Episode Highlights:
00:28: Vickie expresses gratitude for the introduction and humorously notes the accuracy.00:32: Jason asks Vickie to elaborate on Amplify's offerings.00:36: Vickie outlines Amplify's inception from an RIA seeking better tech solutions. 01:32: Discussion on the platform's features, trade engine, and model marketplace.02:42: The journey of Amplify from an internal tool to a marketable product.03:39: Amplify's separation from Ashton Thomas and its growth trajectory.04:26: Jason summarizes the typical entrepreneurial trajectory in wealth tech.05:08: Discussion on the importance of technology understanding advisor needs.05:27: Vickie talks about the user perspective benefits seen in the platform.05:58: Delving into Amplify's integrated and simplified tech stack approach.10:38: The importance of the client experience in Amplify's offerings.12:06: Overview of Amplify's operational and tech characteristics.18:50: Additional features like risk scoring and optimization strategies.21:12: Advisor feedback on the platform's intuitive design and partner support.22:28: Discussion around cost vs. total value offered by Amplify.24:08: Amplify's approach to incorporating client feedback into platform updates. 25:36: Vickie shares her desire for faster tech development in Fintech.27:14: Challenges faced during Amplify's separation process from Ashton Thomas.28:30: Vickie's enthusiasm for building and innovating within the tech space.Key Points:
Amplify was created to provide a seamless and less complex solution for RIAs, starting from a frustration with existing tech tools.The platform leverages in-house trade engine capabilities to streamline processes and reduce dependency on multiple software systems.Amplify aims to balance advanced functionality with ease of use, focusing on both advisor and client experiences.Future updates on Amplify's platform will prioritize user feedback and continued enhancement of their robust model marketplace.Tweetable Quotes:
"If you’ve gotta make this hard for somebody, make it hard for me, make it easy for my client." - Vickie Lewin"It’s fun to build, it’s fun to hire people, it’s fun to have an idea and be able to apply it quickly." - Vickie LewinResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://amplifyplatform.com/https://www.linkedin.com/in/vickie-edwards-lewin/Hosted on Acast. See acast.com/privacy for more information.
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In this episode of Fintech Impact, Jason Pereira interviews Mark Friedenthal, Founder and CEO of Tolerisk, about the innovative risk profiling platform his company offers to financial advisors. Mark explains how Tolerisk differentiates itself by integrating financial data into client risk profiles, providing a more holistic understanding of both risk tolerance and capacity. He discusses the company's origins and challenges, highlighting the improvements Tolerisk has made over traditional methodologies like Monte Carlo simulations. The conversation underscores the importance of proper client profiling in risk assessment and the significant role Tolerisk plays in bridging investment management with financial planning.
Episode Highlights:
00:09: Introduction to the podcast episode and the guest, Mark Friedenthal, CEO of Tolerisk.01:04: Mark shares the origins of Tolerisk and the problems it aims to solve with client risk profiling.02:07: Development of a solution for profiling client tolerance that integrates with financial information.03:29: Discussion on the learning curve in managing a tech project and developing a solution tailored to clients.05:56: Overview of how traditional risk tolerance metrics work and introduction to Tolerisk’s novel approach.07:34: Explanation of using psychometric profiles to measure willingness to accept risk, and the limitations of other methods.14:08: Tolerisk evaluates the likelihood clients will run out of money alongside risk assessments.17:12: Explanation of Tolerisk’s improvements over traditional Monte Carlo simulations, using historical data effectively.21:03: Creating a tailored approach to help better engage clients and reduce compliance risk for advisors.22:08: Discussion of the benefits of proper risk assessment and client profiling in avoiding financial pitfalls.23:07: Importance of understanding the right level of risk for clients and ensuring decisions are bespoke.26:42: Difference between fiduciary advisory and suitability in terms of risk management. 28:01: Mark discusses the wish for democratization of technology access among advisors.Key Points:
Tolerisk offers a sophisticated platform for integrating financial data into risk profiling, providing a more holistic approach to assessing client risk tolerance and capacity.Proper client risk profiling is crucial in financial advising, not only for better client outcomes but also for reducing compliance risks.Advisors need improved technology access to personalize client advice and strengthen corporate culture aligned with fiduciary duties.Tweetable Quotes:
"Risk is a Goldilocks exercise; it needs to be just right for each client, right now." - Mark"Tolerisk bridges investment management and financial planning to ensure robust and tailored client outcomes." - Jason"A mathematical approach to risk profiling can enhance decision-making and inspire client confidence." - MarkResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.tolerisk.com/https://www.linkedin.com/in/friedenthal/Hosted on Acast. See acast.com/privacy for more information.
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Jason Pereira interviews Miles Paschini, CEO of FV Bank, an innovative Fintech startup. The discussion revolves around FV Bank's mission to bridge traditional banking with cutting edge financial technologies like blockchain and FinTech solutions. Miles reflects on his journey in the payments industry and highlights FV Bank's efforts to cater to FinTech and blockchain companies by offering compliant and tech-forward banking services. The episode dives into the challenges of building a bank of the future and explores emerging trends like the growing importance of stable coins and real-time money movement.
Episode Highlights:
00:09: Jason Pereira introduces the podcast and guest Miles Paschini, CEO of FV Bank, highlighting its innovative approach to providing banking services for SMEs using blockchain.00:30: Miles explains the meaning of FV Bank, emphasizing their focus on combining traditional banking with Fintech and blockchain technologies.01:21: Jason inquires about the history and inception of FV Bank.01:21: Miles discusses his career trajectory and how it led to the founding of FV Bank, including past ventures and challenges faced with traditional banks.03:29: Miles details the unique approach of FV Bank, owning both the technology stack and banking charter, differentiating it from other challenger banks.04:32: Discussion on the complexity and fragmentation of the current banking technology landscape and FV Bank's approach to integrating advanced compliance.05:40: Addressing traditional banking inefficiencies and FV Bank's pursuit of improving money movement leveraging stable coins.08:23: Challenges of building a banking infrastructure that merges the best of prebuilt solutions and innovative technology for compliance and efficiency.09:30: Exploration into FV Bank's vertical integration strategy and its impact on customer offerings.12:18: FV Bank's focus on SMEs in the Fintech space and plans to expand their value proposition beyond this core market.18:10: Discussion on lowering technical barriers for businesses by integrating stable coins into traditional banking services.20:12: The importance of regulatory and compliance focus in supporting advanced transaction processes securely.Key Points:
FV Bank bridges traditional banking systems with emerging Fintech and blockchain technologies to offer innovative banking solutions.The integration of stable coins is set to transform money movement, significantly reducing transaction times and enhancing global trade efficiency.Despite technological advancements, regulatory clarity remains a pivotal factor for scaling the blockchain and Fintech industries.Tweetable Quotes:
"We're trying to build a bank that bridges the legacy system with Fintech and blockchain." - Miles Paschini"Stable coin offers a transformative avenue for real-time international transactions." - Miles Paschini"Regulatory clarity is the missing piece to truly unleash blockchain's potential in finance." - Miles PaschiniResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.fvbank.us/https://www.linkedin.com/in/milespaschini/Hosted on Acast. See acast.com/privacy for more information.
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Jason Pereira interviews Helen Yang, Founder and CEO of Andes Risk, a financial technology company offering a next-generation risk assessment platform for financial advisors. The conversation highlights how the company employs behavioral finance to enhance investment strategies and provide personalized financial advice. Jason Pereira delves into the origins and implementation of Andes Risk, uncovering how it integrates into existing workflows to assess risk tolerance and behavioral biases. Helen emphasizes the importance of blending technology with psychological insights to improve investor outcomes and touches on the ongoing development in this space.
Episode Highlights:
00:09: Introduction to Helen Yang, founder and CEO of Andes Risk, and the purpose of the podcast conversation.00:31: Helen talks about Andes Risk and its focus on a risk and behavioral finance solution for advisors.00:52: Discussion transitions into the origin story of Andes Risk and Helen's passion for behavioral finance. 01:58: Exploring the integration of behavioral finance into risk assessment processes. 02:56: Helen describes different investor types and tailoring messages to them during market turmoil. 03:44: Examination of how Andes Risk integrates into existing advisory workflows and the value of embedding these tools.05:18: Explanation of how Andes Risk uses modular questionnaires to continuously assess and educate investors.07:14: Details about how Andes Risk provides a comprehensive investor profile report.08:12: Introduction of the Behavioral Risk Index, quantifying investor behavioral risks.09:10: Helen emphasizes the importance of behavioral awareness and learning for investors.10:45: Discussion on how advisors can demonstrate their value through behavioral coaching.13:49: Talking about how Andes Risk identifies behavioral biases in investors.18:29: Insight into the ongoing processes for managing and evolving risk assessments.21:07: Helen's views on the misconceptions in the industry and her ambition to standardize the methodologies.24:28: Helen’s aspirations for Andes Risk to become the industry standard.Key Points:
Andes Risk aims to integrate behavioral finance into financial advising, offering a personalized approach to managing investment risks.The platform's modular questionnaires allow for an ongoing assessment of investor behavior, providing continuous insights and education.Behavioral risk indexes provide a quantifiable measure of an investor's behavior, aiding advisors in tailoring their coaching strategies.Helen Yang seeks to establish Andes Risk as an industry standard by correcting common misconceptions and providing better insights.Tweetable Quotes:
"Andes Risk helps advisors manage investments by understanding investor behavior." - Helen Yang"We have solved the investment problem, now it’s time to solve the investor problem." - Helen Yang"Advisors wanted to demonstrate their value; behavioral coaching adds up to 200 bps." - Helen YangResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://andesrisk.io/https://www.linkedin.com/in/helenyangcfa/Hosted on Acast. See acast.com/privacy for more information.
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In this episode of Fintech Impact, Jason Pereira interviews Jeff Marsden, Chief Product Officer at PureFacts, a leader in revenue management for financial advisory and investment management firms. They explore the complexities of revenue management, including regulatory challenges, individualized advisor fee structures, and data integration from multiple sources. The discussion also touches on the company’s strategic acquisitions, the integration of AI to enhance data quality and operational efficiency, and future industry trends like outcome based models in wealth management.
Episode Highlights:
00:09: Introduction by Jason Pereira about Jeff Marsden and PureFacts, focusing on complexities in revenue management.00:27: Jeff Marsden expresses his pleasure in being on the show.00:29: Jeff Marsden discusses the history of PureFacts and their global expansion.01:09: Jeff digs into the DNA and history of the company, emphasizing late 90s billing systems.02:54: Conversation about fee complexities, daily moving numbers, and regulatory influences.03:52: Discussion on regulations, data calculations, and advisor relationship complexities.04:54: Description of the comprehensive and customizable nature of PureFacts' platform.05:01: Details about the different advisors’ unique propositions and fee models.05:32: Jason Pereira highlights challenges in calculating fees for numerous advisors at broker dealers.06:56: Jeff outlines the significant data challenge in revenue calculations and client transparency.07:42: Discussion on regulatory disclosure issues such as CRM3 and its complexities.08:27: Jason asks about comprehensive revenue management; Jeff explains technical and business perspectives.09:24: Jeff outlines the technical flow from data integration to output for client statements.11:07: Jason inquires about merging multiple companies; Jeff explains the strategy behind acquisitions.13:20: Discussion on the benefits of acquisitions for existing customers and market expansion.15:04: Jeff talks about three years of AI integrations improving data management and client service.18:02: Jason commends the reduction of burdens through AI, easing enterprise-grade software onboarding.Key Points:
Revenue management in financial services is complex, involving regulations and unique fee structures for advisors.PureFacts integrates AI to improve data accuracy, operational efficiency, and onboard processes for new clients.Strategic acquisitions have enabled PureFacts to enhance their service offerings and expand geographically.Tweetable Quote:
"AI is fundamentally transforming how we sanitize data and optimize operations for maximum client value." - Jeff Marsden"The future of wealth management is an outcome-based model focusing on true client value." - Jeff Marsden"Merging knowledgeable companies has created a powerhouse in comprehensive revenue management." - Jeff MarsdenResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://purefacts.com/https://www.linkedin.com/in/jeffmarsden/Hosted on Acast. See acast.com/privacy for more information.
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In this episode, Jason Pereira interviews Sindhu Joseph, CEO, and Co-founder of CogniCor, an AI platform designed to transform the financial advisory industry. They discuss how CogniCor's AI co-pilot assists financial advisors by enhancing their productivity and enabling personalized client interactions. Sindhu shares the inspiration and technology behind CogniCor, emphasizing the platform's potential to democratize access to wealth. They also touch on AI's evolution beyond general AI and delve into CogniCor's multi-faceted capabilities that streamline advisors' workflows. The episode concludes with Sindhu's reflections on industry fragmentation and the company's mission to bridge wealth disparities.
Episode Highlights:
00:08: Introduction of Jason Pereira and the podcast episode featuring Sindhu Joseph, CEO of CogniCor.02:00: Discussion on the origin story of CogniCor and Sindhu's background in AI and finance.04:31: Overview of AI technology in CogniCor and its components, including machine learning and deductive reasoning.11:29: Explanation of CogniCor's practical applications for financial advisors, including personalization and workflow functionalities.16:14: Description of a typical day for a financial advisor using CogniCor's technology.19:27: Metrics on productivity gains and personalized client service achieved through CogniCor. 21:38: Future visions for CogniCor, focusing on integrating health data for comprehensive financial planning.23:04: Sindhu's wish for reduced data fragmentation in the industry.24:14: Challenges in educating the market about AI and promoting its adoption.25:13: Joseph's mission-driven excitement about CogniCor's potential impact on wealth democratization.26:19: Closing remarks and promotion for CogniCor and the podcast.Key Points:
CogniCor is an AI-driven co-pilot designed to assist financial advisors by enhancing communication, task automation, and personalization.The platform leverages AI to streamline advisors' workflows, resulting in significant time savings and increased productivity daily.CogniCor aims to democratize wealth access by enabling financial advisors to extend their services to a broader audience.Sindhu believes that eliminating industry fragmentation through AI integration could significantly enhance operational efficiency.Future developments for CogniCor include incorporating health data to provide a comprehensive view of clients' financial and wellbeing profiles.Tweetable Quotes:
"CogniCor is an attempt to democratize the access to wealth." - Sindhu Joseph"AI is more than gen AI; it's about creating intelligence artificially." - Sindhu Joseph"CogniCor provides a proactive co-pilot experience to financial advisors." - Sindhu Joseph"Today's financial advisors are really spoiled; I wish I had this tool." - Sindhu Joseph"Maintaining personalization at scale is one huge advantage AI brings to financial advising." - Sindhu JosephResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.cognicor.com/https://www.linkedin.com/in/sindhujoseph/Hosted on Acast. See acast.com/privacy for more information.
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In this episode Jason Pereira talks with Kevin Knull, President of TaxStatus, about the innovations TaxStatus is bringing to the field through its seamless data integration with the IRS. Kevin discusses how the company sources taxpayer data, with the consent of the taxpayer, to help clients make well informed financial decisions. He highlights the broader applications and benefits including financial advising, loan origination, and identity verification. The episode also covers the importance of identity security and Kevin's vision for enhancing the quality of financial advice using comprehensive insights derived from IRS data.
Episode Highlights:
00:08: Jason Pereira welcomes Kevin Knull, president of TaxStatus, to discuss the role of his company in gathering IRS data to improve financial advising.01:23: Kevin talks about the foundation of TaxStatus, which was formed to address the challenges in obtaining taxpayer data from the IRS efficiently.04:41: Kevin Knull outlines the process of tying into the IRS, emphasizing the crucial step of obtaining taxpayer consent for data access.06:20: Kevin shares the extent of data pulled down from the IRS, offering a comprehensive picture of a taxpayer’s financial activities over the past decade.07:26: Jason expresses his amazement at the granular level of financial data available through TaxStatus.09:39: Kevin elaborates on various real-world use cases where this data proves beneficial, including lending, credit checks, financial advising, and more.12:42: Introduces the benefits of report generation that summarizes a taxpayer's financial data, facilitating better financial advice.15:06: Covers the importance of ongoing monitoring to prevent identity theft and fraudulent activities with real-time IRS updates.20:17: The discussion moves to the necessity of biometric authentication for addressing identity verification concerns in the financial landscape.Key Points:
The consent-driven model of TaxStatus offers comprehensive access to IRS data, which can critically enhance financial advising and decision-making.Real-time monitoring by TaxStatus helps alert taxpayers and advisors about potential fraud and unexpected changes in tax records.Empowering financial professionals with complete data from the IRS facilitates more accurate and holistic tax and financial planning.The integration of biometric authentication may become essential in addressing modern identity security challenges in financial sectors.Tweetable Quotes:
"Empowering decision-making with full transparency — that's the power of TaxStatus." – Kevin Knull"A treasure trove of financial insights is available at your fingertips with TaxStatus, guiding you to informed decisions." – Jason Pereira"Financial advisors should render advice on all available data, not just the easy-to-obtain." – Kevin Knull"Identity theft is an inevitability; vigilance and best practices are your best defence." – Jason PereiraResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.linkedin.com/in/knull/https://www.taxstatus.com/Hosted on Acast. See acast.com/privacy for more information.
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In this episode, Jason Pereira interviews Chanddeep Madaan, the CEO and founder of Aya Care, a health spending account provider in Canada. The discussion focuses on Aya Care's mission to remove financial barriers for accessing health and wellness services. Madan explains how Aya Care uses technology to streamline the process, reducing the hassle of reimbursement, and enabling employees to utilize health spending accounts easily. They also explore the economic impact of traditional insurance versus the flexibility offered by Aya Care's solution.
Episode Highlights:
00:09: Introduction of the episode featuring Chanddeep Madaan, discussing his company Aya Care and its role in health spending account management.00:46: Chanddeep Madaan expresses gratitude for being invited to the podcast.00:51: Madan shares the inspiration and mission behind starting Aya Care, highlighting financial barriers in accessing health services in Canada.02:32: Jason Pereira aims to understand out-of-pocket expenses in existing health plans versus health spending accounts.02:49: A breakdown of out-of-pocket expenses, including dental, vision, and the non-coverage areas such as fertility and mental health services.06:32: Benefits of health spending accounts in Canada compared to similar models in the United States.07:31: Madan critiques bloat in healthcare administration costs and positions Aya Care as a cost-effective alternative.08:29: Pereira and Madan discuss the feasibility of Aya Care's solution being adopted by traditional insurance companies.09:17: Aya Care introduces Visa cards for direct health service payments, reducing financial strain on employees.11:58: Madan outlines different reimbursement experiences between traditional insurance, HSAs, and Aya Care's innovative solution.15:48: Pereira elaborates on employer attitudes and cost-control mechanisms in traditional vs. new-age health spending.21:54: Examination of the employee-centric approach fostering healthier and more productive workforces.25:10: Challenges and technological advancements in health spending account claims adjudication discussed.Key Points:
Aya Care aims to innovate by removing friction in health spending account processes, contrasting traditional methods.There is an emphasis on using AI to streamline the claims adjudicating process, making it instant and cost effective.Madaan focuses on creating customizable spending accounts tailored for specific needs, such as mental health and fertility.Tweetable Quotes:
"Removing financial barriers to access health and wellness is our mission." - Chanddeep Madaan"Imagine submitting a claim in an app and getting approved before you close it." - Jason Pereira"Our process is too seamless, but that’s what innovation is about." - Chanddeep Madaan"Aligning people towards a common mission has been challenging yet rewarding." - Chanddeep MadaanResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://ayacare.com/about-us/https://www.linkedin.com/in/cmadaan/Hosted on Acast. See acast.com/privacy for more information.
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In this episode, Jason Pereira interviews Ben Borodach, co-founder and CEO of April, a FinTech company focused on integrating tax calculations into financial apps to help users make smarter financial decisions. Ben discusses his entrepreneurial journey, challenges faced when building April, and the importance of simplifying tax processes for consumers. The conversation delves into how April's technology leverages data to create a more efficient and seamless tax filing experience. It also touches on the potential for positive disruption in the financial industry by embedding tax-related services in financial apps.
Episode Highlights:
00:09: Introduction to the podcast and guest Ben Borodach of April. 00:55: Ben discusses his background and the creation of April.01:46: His experience at Deloitte and the shift to financial tech.02:33: Ventures into finance, technology, and company incubations.03:25: The unbundling and re-bundling of financial services.04:12: Tax as a neglected yet critical financial record-keeping tool.04:53: Using tax data for better financial outcomes for consumers.05:39: Identifying and acting upon the opportunity in tax technology.06:26: Choosing technology as the path for building April.07:10: Challenges in turning tax law into accessible code.07:50: Creating a user-friendly tax engine.13:09: Initial reactions from financial institutions to April's concept.14:41: Addressing the question of core competencies in tax services. 16:05: Room for improvement in the tax filing user experience.17:41: April's better, faster, and cheaper approach to tax filing.19:19: Overview of the process and partner interactions with April.22:09: April's goal to embed in major financial interactions.23:40: Wish for improved technology partnership with the US government.24:23: The biggest challenge faced: building the tax engine.25:24: Excitement about contributing positively to the American economy.Key Points:
Embedding tax services within financial apps can simplify tax processes and leverage financial data. A technology-first approach is crucial for creating scalable, efficient tax solutions.Partnering with financial institutions presents both an opportunity and a challenge for Fintech innovations.There is significant room for improvement in the tax filing experience, aiming for user-friendly, real-time processes.April is positioned to reshape financial interactions by making tax services a core component of financial apps.Tweetable Quotes:
"Nobody was really doing a great job of everything altogether." - Ben Borodach"The tax code is more of an expression of our collective social fabric than just a taxation law." - Ben Borodach"Our incentives are aligned with delivering a great efficient tax experience." - Ben Borodach"We're part of the American story, contributing positively to its economy." - Ben BorodachResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.linkedin.com/in/benborodach/https://www.getapril.com/Hosted on Acast. See acast.com/privacy for more information.
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In this episode of Fintech Impact, host Jason Pereira interviews Yelena Shkolnik, Partner at Jump Capital, a venture capital firm specializing in fintechs at the Series A level. The conversation explores the firm's approach to investments, particularly how they evaluate companies transitioning from startup to a more established phase, focusing on consistent, repeatable revenue streams and team dynamics. They discuss the transition from founder-led sales to institutionalized processes and provide insights into market trends, product validation, and scaling strategies, all within the fintech sector.
Episode Highlights:
00:39: Yelena provides an overview of Jump Capital, noting their focus on Series A investments and their team distribution between Chicago and New York.02:30: Jason discusses Series A investments as a pivotal stage where a company must have a clear product-market fit.02:48: Yelena outlines what Jump Capital looks for in Series A companies, emphasizing revenue and team capabilities.04:29: The thematic investment perspective and the experience Jump Capital brings in understanding market trends are discussed.06:30: The concept of "consumerization" of enterprise services is explained, illustrating how enterprise buying mirrors consumer behavior.08:07: Jason and Yelena talk about the advantages of founder-led sales in the early stages and the evolution to professional sales processes. 10:05: Jason and Yelena discuss ensuring product-market fit and how VCs discern this at different stages of a company's lifecycle.16:18: Yelena describes the balance between taking customer feedback and innovating beyond customer requests.21:07: Yelena discusses exceptions for investing in earlier or later rounds, mentioning thematic alignment and potential strategic advantages. 26:03: Final advice is given on how startups can effectively approach VCs, with a focus on team dynamics and long-term vision.Key Points:
Transitioning from founder-led sales to a structured sales process is essential as companies grow.Revenue diversification and customer base analysis are pivotal for investor confidence.The "consumerization" of enterprise tech shows a shift towards more user-friendly and organic adoption models.Venture capital firms value thematic investment perspectives and industry insights in potential investments.Tweetable Quotes:
"At Series A, it's when it gets real; you've got to have figured something out to attract that kind of money." - Jason Pereira"We shine in helping companies scale right after they've found product-market fit." - Yelena Shkolnik"It's not just about sales cycles but understanding the buyer's journey and enterprise complexities." - Yelena Shkolnik"The consumerization of enterprise sales mirrors how we now give control to the buyer." - Jason PereiraResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://jumpcap.com/team-members/yelena-shkolnik/https://www.linkedin.com/in/yelenashkolnik/Hosted on Acast. See acast.com/privacy for more information.
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In this episode of Fintech Impact, Jason Pereira interviews John Connell, CEO and Co-founder of Focal, an AI-driven meeting notation software. They discuss Focal's mission to enhance client relationship management for financial advisors, emphasizing proactive AI solutions beyond simple note-taking. John shares insights on Focal’s development journey, the role of AI agents, and the niche they are carving in the wealth management and tech landscape. They also explore the importance of regulatory compliance and the challenges and opportunities faced in integrating AI into financial advisory workflows.
Episode Highlights:
00:11: Jason introduces the podcast and guest, John Connell of Focal.00:30: Jason discloses his advisory role in Focal.00:35: John appreciates Jason's insights into the product.00:42: Jason introduces John for a marketing pitch on Focal.04:25: Jason makes a humorous remark about his avatar existence.04:36: John concludes on Focal's mission and evolution since launching.04:49: Jason addresses competition and the value of industry-specific AI tools.06:49: Jason shares his impressions of John’s approach compared to other AI providers.08:15: Jason notes Focal's broader approach and understanding of advisor workflows.09:22: Discussion on leveraging Focal's data capture capabilities for actionable insights.10:49: John explains capturing data as foundational to Focal’s long-term vision.12:03: A deeper dive into AI agents and their potential for financial advisors.17:13: Exploration of surprises and unexpected paths in Focal’s journey.18:12: John acknowledges Focal’s success in identifying untapped opportunity spaces.19:15: Discussion on the broader implications of AI in the advisory industry.20:24: Insights into data management, security, and AI compliance challenges.22:11: Jason highlights the importance of architecting for compliance from the start.24:11: Conversation on the challenges and mindset necessary for industry disruption.Key Points:
Focal aims to revolutionize advisor-client relationship management through AI-driven tools beyond basic note-taking.Despite many generic AI note-taking solutions, Focal’s industry-specific integrations and compliance give it an edge.Human validation remains essential as AI tools begin supporting advisor workflows with potential for complete automation.John’s leadership reflects a commitment to ethical AI deployment and addressing industry-specific regulatory challenges.Tweetable Quotes:
"AI is not just about capturing data, but how you leverage it for actionable insights."- John"Proactive AI is redefining what an advisor can accomplish for their clients."- Jason"Trust but verify, especially when it comes to AI in financial workflows."- John"The real impact of AI is empowering the underdog to scale their capabilities."- JohnResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.meetwithfocal.com/https://www.linkedin.com/in/john-l-connell-79a57424/Hosted on Acast. See acast.com/privacy for more information.
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In this episode of Fintech Impact, host Jason Pereira interviews Tim Brackney, CEO of Springline Advisory, about their innovative approach to scaling mid-market advisory and accounting firms through the implementation of advanced technology and strategic acquisitions. The discussion covers SpringLine's inception, their private equity backing, and how they help firms transition from a localized operation to an enterprise-level structure, allowing them to focus more on their core competencies. Brackney also explains how the company's business model gives these firms a competitive edge in a large yet underserved market. The episode emphasizes the importance of maintaining the essence of the founding firm while leveraging technological advancements to facilitate organizational growth.
Episode Highlights:
00:10: Jason Pereira introduces Tim Brackney, CEO of Springline Advisory, discussing the company’s role in helping mid-market advisory firms scale through technology.00:37: Brackney gives an overview of Springline's history and goals.01:35: Discussion on the market opportunity and fragmentation in the accounting and advisory industry.02:28: Challenges faced by mid-market firms when scaling are explored.04:27: Discussion on when firms typically start conversations about joining SpringLine.04:57: Firms entering Springline already have some level of professional management.05:34: The complexities of scaling from mid-market to enterprise are discussed.06:42: Brackney elaborates on the timing of firm conversations with Springline.08:12: The criteria for choosing firms to join Springline are explained.08:43: Emojis in merging firms and handling transitions were discussed.10:48: Discussion on changes in firms’ growth ability post-acquisition.12:19: The venture-backed aspect of the business model is outlined.13:30: Conversation about structuring deals that include equity.14:34: Discussion on the tools and foundation set for Springline's success.15:34: Various stages of firm development and adaptation are discussed.16:29: The value of being an early adopter is outlined.16:59: Potential size and growth strategy for Springline are explored.18:53: Vision for long-term growth within the mid-market sector.21:31: Brackney voices a wish for more talent retention in the industry.Key Points:
Springline Advisory is committed to helping mid-market firms scale effectively through technology and strategic acquisitions.The company focuses on maintaining strong client relationships while enabling firms to grow with the support of expert management and tech solutions.Springline’s unique approach offers a viable path for mid-market firms to remain competitive and achieve sustainable growth.Tweetable Quotes:
"Springline is about scale plus soul, allowing firms to grow without losing their identity.""Mid-market firms face unique challenges that require innovative solutions to overcome scaling barriers.""We are finding and keeping talent by making our firms an irresistible place to work."Resources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast EditingHosted on Acast. See acast.com/privacy for more information.
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In this episode of Fintech Impact, Jason Pereira interviews Tachat Igityan, Founder of Destream, a platform designed to help content creators monetize their work more efficiently. Tachat describes Destream as a fintech solution aimed at simplifying payment processes for creators, addressing issues associated with traditional payment systems like PayPal. The discussion covers various challenges faced by content creators in getting compensated fairly and promptly, alongside
the complexities of compliance and risk management within financial systems. Tachat also shares his vision for Destream, including potential expansion into financial products such as loans for creators.
Episode Highlights:
00:09: Introduction from Jason Pereira and overview of Destream.00:26: Tachat Igityan discusses the purpose of Destream for content creators.00:53: Exploration of the complexities in payment systems like PayPal.01:02: Origin story of the company, identifying payment issues for creators.02:44: Problems with traditional payment methods and limitations of PayPal.03:10: Discussion on the insufficiencies of PayPal for creators.03:30: Importance and legitimacy of content creation as serious work.04:38: Personal anecdotes regarding PayPal's chargeback issues.07:14: The growing financial impact of the content creation market.08:09: Example of Cyprus YouTuber elected to European Parliament.12:39: Technical solutions and strategy for building a payment platform.14:41: Explanation of how Destream supports different payment methods.16:23: User experience and rapid transaction capability of Destream.17:05: Positive user feedback on Destream’s efficiency and support.20:35: Plans for growth, including loans for content creators.23:52: Tachat Igityan’s motivation and enjoyment in changing financial perspectives.Key Points:
Destream offers an innovative fintech solution to help content creators receive global payments efficiently, addressing gaps left by traditional systems like PayPal.The platform encounters and resolves compliance challenges, leveraging its in-depth understanding of creators' needs and financial operations.Users appreciate the platform’s user-friendly interface and rapid transaction processes, highlighting the difference compared to traditional banking hurdles.The content creation industry is growing exponentially, with significant revenue potential, necessitating more flexible financial solutions.Tweetable Quotes:
"Destream is more about fintech for creators, not about the streaming." -Tachat Igityan"Being known before, not after, is crucial for success in the new age of marketing." - Jason Pereira"Having a million users is better than having a million dollars for election campaigns." -Tachat Igityan"I like what I'm doing, and that's it. If I'm doing the right thing, others will eventually see it too." -Tachat IgityanResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://destream.net/https://www.linkedin.com/in/tigityan/Hosted on Acast. See acast.com/privacy for more information.
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In this episode, Jason Pereira and Guy Anderson engage in a year-end review of the Fintech Impact podcast, covering insights and trends in financial technology over the past year . They discuss the evolving landscape of fintech solutions, AI integration, and challenges faced in areas such as open banking and data aggregation. Various guests and their contributions to sectors like estate planning, tax, and insurance were recalled, highlighting the innovative strides made by
companies in these niches. The conversation also touches upon future predictions and aspirations for 2025 in fintech advancements.
Episode Highlights:
00:11: Introduction to the end-of-year recap and guest host Guy Anderson.00:29: Guy celebrates being part of the episode and appreciates the podcast's work.00:32: Jason and Guy plan to discuss the year’s achievements and developments.01:16: Elements and its evolution in financial diagnostics is highlighted.01:28: Jason shares insights on conversations with guests over the years.02:12: Jason and Guy discuss the importance of being open to repeat visitors.02:55: Discussion on AI struggles and successes in the financial sector .04:34: Guy highlights his favorite episodes and discusses letters of intent.05:42: Episode insights with behavioral finance and AI’s role in advisory.06:24: Real-world AI application scenarios are discussed by Jason and Guy.07:04: Guy asks about the top episode Jason favored over the past year .08:09: Reflecting on educational and engaging conversations with guests.09:26: Jason recounts memorable episodes and networking experiences.10:15: Discussing the roots and motivation of fintech entrepreneurs.10:59: Jason emphasizes the importance of understanding industry pain points.12:43: Addressing the open banking challenges and Canadian banking systems.15:53: Critique of Canadian banks' slow technology adoption.17:00: Jason talks about data aggregator difficulties and banking hurdles.20:18: Comparison of US and Canadian onboarding and innovation speeds.22:18: Discussion on the limitations of current bank technology advancements.24:39: Overview of a distinctive episode featuring facet wealth's business model.26:37: Assessing AI’s impact and misconceptions in the tech space.28:10: The future potential of AI in enhancing user experiences.30:53: Jason previews upcoming guests and episode themes for 2025.33:26: Jason's thoughts on transformative industry advancements.36:13: Reflections on open banking and standardizing industry data.37:02: Closing remarks and acknowledgments for the successful year.Tweetable Quotes:
"Understanding the real problem is the key to creating impactful fintech solutions."- Jason Pereira"AI is not here to replace us; it's here to make us more human advisors."- Jason Pereira"Open banking remains a crawl over glass for our data rights in Canada."- Jason Pereira"In fintech, the longer the time goes, the more differently our businesses will operate."- Jason PereiraResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast EditingHosted on Acast. See acast.com/privacy for more information.
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In this episode of Fintech Impact, Jason Pereira interviews Mike Conover, CEO and Co-founder of Brightwave, an AI-driven investment research platform. Mike discusses how Brightwave leverages machine learning and artificial intelligence to provide insightful financial analysis by synthesizing data from multiple sources and uncovering patterns. The episode delves into the challenges of using AI for financial research, the advantages of Brightwave's approach, and the vision for the platform's future in the industry. Jason and Mike also explore the broader implications of generative AI in high-stakes domains like finance.
Episode Highlights:
00:09: Jason Pereira introduces the FinTech Impact podcast with guest Mike Conover, CEO of Brightwave, introducing the AI-driven research platform to the audience.00:34: Mike expresses his appreciation for being on the show, signalling the start of the conversation about Brightwave.00:36: Jason asks Mike to describe Brightwave, leading to a concise explanation of the platform's function in investment research.00:39: Mike explains Brightwave as an AI platform generating valuable financial analysis and insights.00:51: Jason praises Mike for delivering a concise elevator pitch about Brightwave, setting the tone for the interview.06:26: Mike credits his co-founder’s deep financial services experience and their team’s technical expertise in enhancing Brightwave’s performance.07:28: Jason observes differences in how teams approach AI solutions, pointing out the importance of addressing data reliability and network challenges.08:30: Mike agrees, suggesting that quality AI solutions require a practical, problem-solving mindset for successful deployment.09:16: Mike discusses Brightwave's focus on financial services, emphasizing accuracy as a key objective in their AI research platform.12:15: Jason and Mike discuss the behavior of systems trained to find and interpret complex patterns, particularly in financial domains.24:57: Mike reveals his wish for a more measured approach to AI technology amidst the current hype, focusing on genuine capabilities.25:40: Jason reflects on the early excitement about AI, predicting a period of adjustment to realistic use cases and applications.Key Points:
Brightwave uses advanced AI to synthesize data, uncovering insightful financial analysis beyond conventional methods.Acknowledging AI's limitations is crucial for ensuring practical applications in high-stakes industries like finance.Despite the AI hype, its value lies in powerful data reasoning, not the creation of an all-knowing entity.Tweetable Quotes:
"AI in finance isn't about creating a living god; it's about transforming how we reason over text."- Mike Conover"Synthesis, not just data gathering, is where Brightwave creates true value for financial analysts."- Mike Conover"Our challenge is showcasing AI's thought process, making it legible and valuable for users."- Mike ConoverResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.brightwave.io/https://www.linkedin.com/in/michaelconover/Hosted on Acast. See acast.com/privacy for more information.
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In this episode of FinTech Impact, host Jason Pereira brings back Adam Holt, CEO and founder of Asset Map, to discuss the evolution of his company and the financial planning industry. They explore the development of Asset Map, a tool designed to simplify financial planning by visualizing complex financial data on a single page. The conversation touches on the importance of efficient client communication and how tech advancements like AI and digital tools can enhance client
relationships and financial literacy. They also delve into the broader industry trends and challenges, and the shift towards more comprehensive and conversational financial planning.
Episode Highlights:
00:11: Introduction to the episode, featuring Adam Holt, discussing changes in Asset Map since 2019.00:51: The discussion on the tendency to lose conciseness, leading to interesting, albeit lengthy, conversations.04:24: Jason praises Asset Map for its simplicity and effective communication of financial information to clients.05:10: Adam stresses that Asset Map serves as a summary rather than a comprehensive financial plan.06:34: Understanding client priorities through effective and tailored financial conversations. 08:02: Adam discusses his background in GIS and how it influenced Asset Map's design for spatial financial visualization.11:48: The importance of engaging both spouses in financial planning dialogues for comprehensive understanding.14:28: Adam highlights how Asset Map facilitates digital intimacy and client engagement through conversational planning.17:07: The evolving role of financial advisors in integrating technology with personal client interaction and understanding.18:26: The industry's shift towards comprehensive financial planning with technological enhancements.19:02: Discussion on digital tools replacing transactional roles and enhancing advisory conversations.24:29: Asset Map's addition of legal document tracking to enhance comprehensive planning discussions.25:11: Asset Map's evolution in helping advisors prioritize financial events through interactive visual tools.Key Points:
Asset Map is a tool designed to simplify financial planning by providing a visual summary of clients' financial lives.Efficient client communication and engagement are vital for successful financial planning. Technology, including AI, will commoditize basic financial calculations, emphasizing the value of human interaction in advisory roles.Comprehensive financial planning now requires understanding clients' personal priorities and integrating various financial aspects like tax and legal readiness.Tweetable Quotes:
"Asset Map is known for being a household visualization tool used by financial professionals to organize financial inventory." - Adam Holt"There’s a genius and a brilliance to succinctness." - Jason Pereira"We finally have approval and permission to stop solving problems the same way we always have." - Adam HoltResources Mentioned:
Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorPodcast Editinghttps://www.asset-map.com/https://www.linkedin.com/in/hadamholt/Hosted on Acast. See acast.com/privacy for more information.
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