Fintech Impact

In this episode of FinTech Impact, host Jason Pereira interviews Adam Famularo, CEO of Workfusion. They discuss Workfusion's innovative use of artificial intelligence to combat financial crimes, specifically anti-money laundering, and the development of AI agents for compliance in banks. Adam explains how machine learning models, developed in collaboration with multiple banks, are packaged into digital workers, now called AI agents, which significantly expedite processes such as transaction screening and KYC (Know Your Customer). They also dive into the concept of human-in-the-loop, the importance of purpose-built AI, and the transformation of traditional financial compliance roles through AI integration. This interview offers a deep dive into the future of fraud detection and compliance in the financial sector. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for investment management that covers front, middle, and back office functionalities. Alex dives into Ridgeline's inception, the all-in-one approach for asset managers, and how they're leveraging artificial intelligence to enhance operational efficiency. They also discuss the historical deficiencies in financial software, the conservative nature of asset managers in adopting new tech, and what's on the horizon for AI applications within Ridgeline. Hosted on Acast. See acast.com/privacy for more information.

Welcome to FinTech Impact! In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. Symmetry Systems specializes in securing enterprise data, by managing access points, and monitoring data flows. Claude shares the company's history, their unique approach to data security, and how they minimize attack vectors while optimizing data access. The discussion highlights the importance of viewing data both as an asset and a potential liability. Gain insights into how Symmetry's innovative solutions have led to substantial cost savings and improved security for large enterprises. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst. Julien discusses the origins and mission of RIA Growth Catalyst, a data platform designed to facilitate M&A activities in the RIA space. They delve into the technology behind the platform, including the use of AI to interpret and analyze massive amounts of data for better decision-making in RIA acquisitions. The conversation also covers how the platform provides significant advantages to both buyers and sellers in the highly fragmented RIA market. Listeners will hear about the challenges, future plans, and the potential for AI to transform the industry. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors. Robert discusses how Bonsai helps advisors plan for client retirements by considering the entirety of a household's balance sheet, income statement, and asset allocation. He shares insights from his extensive 36-year career in financial advising and the motivations behind founding Bonsai during the global financial crisis. The conversation dives into the mechanics of ALM, the significance of risk-based products like annuities, and the challenges and opportunities in integrating investment and insurance solutions. Tune in to learn how Bonsai is making comprehensive retirement planning accessible to all investors. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org. Daffy.org is a pioneering online platform designed to simplify charitable giving through a modern donor-advised fund. Adam discusses the motivation behind creating Daffy, which was influenced by the technology innovations and community needs highlighted during the pandemic. He elaborates on the functionality and benefits of Daffy, including the ease of setting aside funds for charity in a tax-advantaged manner, and the platform's ability to handle various asset types, including crypto and private stock. Adam also highlights the challenges of building trust, educating potential users, and innovating in a staid industry. The episode concludes with discussions on Daffy's pricing model, competitive advantages, upcoming features, and the long-term mission of making charitable giving more accessible and consistent for everyone. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira talks with Era Jain, co-founder and CEO of Zeplyn, about how her company is transforming the wealth management industry through AI-powered automation. Zeplyn aims to streamline the cumbersome and time-consuming tasks associated with client meetings for financial advisors, thereby allowing them to focus more on client relationships and growth activities. Jain shares the origin story of Zeplyn, their innovative approaches to integrating AI into financial workflows, and their vision for the future, including client and practice intelligence. The episode also touches on the challenges and successes of implementing AI in an industry that often relies on outdated technology. Hosted on Acast. See acast.com/privacy for more information.

Prashant Fuloria, CEO of Fundbox, discusses how his company is transforming access to capital for small businesses through innovative embedded finance solutions. He explains the importance of reducing friction in the financing process and uses data and AI to enhance underwriting decisions. The conversation touches on the integration of financing into daily operations, making it easier for businesses to secure funds. Prashant also shares insights on growth strategies, including partnerships and geographical expansion, while exploring the future landscape of small business financing.

In this episode of FinTech Impact, host Jason Pereira interviews John Wise, CEO and Chair of Communify Fincentric. John discusses the history and merger of Communify and Fincentric, highlighting their journey from data aggregation and visualization in the early 90s to becoming a significant platform that handles billions of data requests daily. They also delve into the challenges and strategies for managing vast amounts of data, the importance of trusted data sources, and the innovative use of deterministic AI in data storytelling and visualization. Hosted on Acast. See acast.com/privacy for more information.

In this episode of FinTech Impact, host Jason Pereira interviews Richard Walker, CEO of Quik! Forms. The discussion covers the origins of Quik!, the challenges of automating form processes, and how the company has evolved over the past 23 years. Richard explains how Quik! simplifies data entry for financial advisors, significantly reducing manual work and improving efficiency. The episode dives into the complexities of developing a form automation system that can support a vast number of fields and forms, and highlights the technological advancements, particularly in AI, that Quik! is leveraging to further enhance their product. Richard also shares insights on the future of form automation and the challenges and rewards of operating in the space. Hosted on Acast. See acast.com/privacy for more information.