Fintech Impact

Jason Pereira

Booking Overview

Interview podcast focused on fintech entrepreneurs, financial-services technology, and the effects of innovation on consumers, incumbents, and the broader industry; it typically features founders, CEOs, senior executives, and specialized industry experts. Suitable pitches include fintech founders, wealth-management technology leaders, payments executives, and experts in financial regulation or artificial intelligence, with booking difficulty likely medium.

Metrics

Episodes: 446

Frequency: Weekly

Rating: 4.8/5.0

Estimated listeners: <1k

Gender skew: Unknown

Location: Canada

YouTube: 679 subscribers

Contact Information

Publicly listed emails

contact@jasonpereira.ca

contact@fintechimpact.co

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Host

Jason Pereira - Financial planner and fintech commentator focused on innovation across financial services and wealth management.

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Founders and CEOs of fintech companies, senior financial-services executives, and subject-matter experts with direct expertise in wealth management, payments, regulation, retirement planning, or financial technology.

Required Achievements:

Founded or led a fintech or financial-services technology company, Developed products or infrastructure used by financial professionals or institutions, Held senior leadership or specialist roles in financial services, Demonstrated expertise in emerging regulation, payments, wealth management, or artificial intelligence

Recent Guest Discussions

Rob Nance - Data Interoperability, Wealth-management Operations, Advisor Transitions, And Financial Technology Infrastructure.

Bassam Chaptini - AI Agents, Client Onboarding, Knowledge Graphs, Workflow Automation, And Wealth-management Technology.

Ted Rosedale - Social Security Optimization, Retirement Planning, Survivor Benefits, And Advisor Education Technology.

Martha Shedden - Social Security Optimization, Retirement Planning, Survivor Benefits, And Advisor Education Technology.

Charles Dally - Stablecoin Regulation, Digital Payments, Banking Infrastructure, Compliance, And Institutional Adoption.

Recent Topics

Fintech, Wealth Management, Financial Services, Payments, Entrepreneurship

Episodes

Here's the recent few episodes on

Fintech Impact

Practifi Revisited with Adrian Johnstone | E447

September 29, 2026

Host Jason Pereira interviews Practifi founder/CEO Adrian Johnstone about how Practifi has evolved for a post-GenAI world, launching a second product, Sentir, alongside its existing Naya platform. Johnstone explains Practifi’s OEM approach on Salesforce (platform-as-a-service, not a simple industry overlay) and why bolting AI onto a traditional navigation-led CRM is limiting, leading to a “burn the boats” redesign. Sentir is positioned as an AI-native CRM with a digital workforce of 16 agents...

DeepVest with Toby Wade | E446

September 22, 2026

In this episode of FinTech Impact, Jason Pereira sits down with Dr. Toby Wade, CEO of DeepVest, to explore how wealth management firms can leverage AI without worrying about false information or incorrect math. Wade explains how DeepVest’s "hallucination-free" AI stack uses pre-coded, deterministic calculations for structured financial data, ensuring the system returns exact portfolio analytics and refuses to guess unsupported numbers. Listeners will learn how DeepVest evolved from natur...

Launch Lemonade with Cien Solon | E445

September 15, 2026

In this episode of FinTech Impact, Jason Pereira sits down with Cien Solon, founder of Launch Lemonade, to explore how domain experts can build custom AI tools without writing code. Solon explains how the platform acts as an AI marketplace, allowing industry experts to package their knowledge into specialized AI "agents" that businesses can safely deploy.The conversation highlights how Launch Lemonade solves low corporate AI adoption by providing a secure, audit-friendly environment that supp...

Publicly listed emails

contact@jasonpereira.ca

contact@fintechimpact.co

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