HeyJaredFintech Impact
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.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 8, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Investcloud with Boris Rankov | E444 (opens the original)
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Connecting fragmented advisor data into a unified, AI-driven workflow is the central theme of this episode, as Jason Pereira sits down with Boris Rankov, Head of AI for Wealth at InvestCloud. Rankov breaks down how InvestCloud—a wealthtech giant supporting $8 trillion in assets—is evolving its SMART AI and PM Plus capabilities to make wealth management more accessible and efficient. Listeners will get an inside look at how InvestCloud builds secure, enterprise-grade AI using semantic layers, gua
Aegis AI & Analytics with Bruno Texeira | E443 (opens the original)
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Host Jason Pereira interviews Bruno Teixeira, founder of Aegis AI Analytics, about helping mid-sized firms strategize and implement AI in workflows. Teixeira, with 20 years in analytics across banks in Brazil and Canada and experience on CPP Investments’ gen AI team, explains that smaller firms can adopt AI faster due to less bureaucracy but must avoid treating AI like a “genie” or automating broken processes. He emphasizes change management, hands-on enablement (hackathons, office hours, champi
Flourish with Max Lane | E442 (opens the original)
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Host Jason Pereira interviews Max Lane, CEO of Flourish, a wealth tech platform aiming to bring private bank-like banking and lending experiences to independent RIAs. Lane explains Flourish’s origins in 2017 out of a New York asset manager serving RIAs, launching Flourish Cash in 2018 and recently Flourish Lending for residential mortgages and refinancing. He describes how advisors use Flourish Cash to bring held-away client cash into view, offering a single 3.25% APY, elevated FDIC pass-through
Dispatch with Rob Nance | E441 (opens the original)
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Eliminating repetitive paperwork is the driving force behind Dispatch, a platform acting as a neutral data translation layer—a "Plaid for wealth management." CEO Rob Nance explains how Dispatch solves the industry's biggest operational headache by automatically syncing client data across CRMs, custodians, and financial planning software without requiring firms to replace their existing tech stack. By building a standardized data connection, the platform streamlines "revenue-critical" moments lik
Avantos with Bassam Chaptini | E440 (opens the original)
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What happens after a client signs on the dotted line? In this episode, Jason Pereira sits down with Bassam Chaptini, co-founder of Avantos , to dive into an AI platform tackling the messy administrative gap of wealth management—from onboarding to daily servicing. Using a "knowledge graph" to map relationships across multiple systems, Avantos deploys smart AI agents to fill out custodian paperwork and execute routine tasks, keeping human advisors firmly in control for final approvals. Instead of
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