Year in Review 2023 with Guy Anderson | E307

On today's episode, Jason and Guy will reflect on 51 impactful episodes of Fintech Impact. From CRM evolution to the rise of AI in finance, this conversation explores cutting-edge trends and thought-provoking discussions that shaped the year, sharing insights into cybersecurity, marketing, and innovative solutions revolutionizing the advisory landscape.

Episode Highlights:

• 01:28: Jason shares insights from his speaking engagements at Future Proof and the IFP event, discussing the importance of technology in bridging the gap between advisors and the next generation of clients.
• 02:56: Jason explores the pervasive nature of fintech, emphasizing its role as a tool for advisors to enhance value and service while staying competitive.
• 08:37: Jason reflects on standout episodes from the year, mentioning Luminent's approach to understanding clients' values and Elements, a tool for efficient financial collaboration. He highlights the importance of these innovations in reshaping onboarding processes and improving financial advice delivery.
• 11:48 Jason discusses Kepler's approach to traffic generation by partnering with organizations that already have financial traffic and New Retirement Wealth's integration of a DIY financial planning tool within existing platforms.
• 14:44: Transitioning to the topic of a repeat interviewee, Guy asks Jason about Conquest and its role as an AI-driven solution in the market.
• 17:28: Jason provides insights into UnderwriteMe, a tool specializing in insurance underwriting. He highlights its unique approach of conducting a medical and financial fact-finding process before recommending insurance policies.
• 22:54: Guy expresses amazement at UnderwriteMe's ability to provide newcomers in the insurance industry with the same insights as seasoned professionals. He notes that the tool seems to level the playing field, reducing the need for extensive industry experience.

Key Points:

1. Discussion revolves around ground breaking achievements of fintech companies, notably one making significant strides in the Canadian enterprise market and securing a major contract in the US.
2. Ariza, a tool introduced, uses a quadrant system to understand individual retirement preferences, emphasizing the need to tailor strategies based on behavioural preferences like certainty, variability, commitment, and optionality.
3. "Underwrite Me" is highlighted for revolutionizing the insurance application process, conducting preliminary medical and financial fact-finding to enable users to compare policies based on health criteria, reducing surprises for clients.

Tweetable Quotes:

• "The AI wave in #Fintech is real, but it's not just automation. It's about enhancing advisor-client interactions, process management, and making technology truly adaptive.” - Jason
• "2024 in Fintech: Brace for the next wave! AI adoption accelerates, with platforms integrating intelligent agents. The future is not just automation; it's smart, adaptive solutions.” - Jason
• “Reflecting on 2023 in Fintech Impact: A diverse journey from cybersecurity to marketing, featuring leaders, experts, and the big players in the Fintech space.” - Jason

Resource Mentioned:

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• Podcast Editing

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