Fintech Impact

Jason Pereira

Booking Overview

Interview-led fintech coverage focused on entrepreneurs, financial technology products, and their impact on advisors, consumers, and the broader financial-services industry; episodes typically feature founders and senior executives from fintech companies. Suitable pitches include fintech founders, CEOs, product leaders, financial-technology innovators, and experts in artificial intelligence for wealth management or financial advice. Booking difficulty is medium: the show appears accessible to credible industry executives but expects strong subject-matter relevance and an established company or product story.

Metrics

Episodes: 440

Frequency: Weekly

Rating: 4.8/5.0

Estimated listeners: <1k

Gender skew: Unknown

Location: Canada

YouTube: 666 subscribers

Contact Information

Publicly listed emails

contact@jasonpereira.ca

contact@fintechimpact.co

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Host

Jason Pereira - Financial planner and fintech commentator associated with Woodgate Financial, focused on financial advice, wealth management, and technology's impact on financial services.

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Founders, CEOs, chief product officers, and other senior executives at fintech or wealth-management technology companies, particularly those with direct expertise in financial-advisor workflows, AI, data infrastructure, estate planning, or related financial-services innovation.

Required Achievements:

Built or led a fintech company or financial-technology product, Developed technology adopted by financial advisors or wealth-management firms, Raised funding or demonstrated significant company growth, Created practical applications of artificial intelligence, data infrastructure, or workflow automation in financial services

Recent Guest Discussions

Parker Ence - AI Tools For Advisors, Meeting Intelligence, CRM Workflows, Client Onboarding, Compliance, And Fintech Scaling.

Suvrat Bansal - Secure Enterprise AI Deployment, Data Governance, Workflow Automation, Platform Integration, And Compliance Controls.

Daniel Lohrfink - Digital Estate Planning, Legal Artificial Intelligence, Tax Planning, Proprietary Data, Funding, And AI Agents.

Recent Topics

Fintech, Wealth Management, Financial Advising, Artificial Intelligence, Entrepreneurship

Episodes

Here's the recent few episodes on

Fintech Impact

Dispatch with Rob Nance | E441

August 18, 2026

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 l...

Avantos with Bassam Chaptini | E440

August 11, 2026

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...

NARSSA with Martha Shedden & Ted Rosedale | E439

August 04, 2026

Host Jason Pereira sits down with Martha Shedden and Ted Rosedale from the National Association of Registered Social Security Analysts (NARSSA) to explain why generic online Social Security calculators often fall short. They break down why Social Security optimization is a complex, high-stakes decision—especially for couples, widows, and divorcees—where simple estimates miss key variables like spousal benefits, taxation, and life expectancy.To solve this, NARSSA pairs accredited advisor educa...

Publicly listed emails

contact@jasonpereira.ca

contact@fintechimpact.co

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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