Mobile Assistant with Corey Westphal (CEO) | E83

Summary:

In this 83rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Corey Westphal, CEO at Mobile Assistant. Mobile Assistant is an app that enables financial advisors to dictate notes for transcription and later for integration with CRM software. Corey discusses the process of the user experience for Mobile Assisted customers, how Mobile Assistant manages to provide accuracy for their dictation, the various range of templates that are possible, and the feedback that Mobile Assistant has received from advisors.

Jason PereiraAugust 20, 2019Transcription, Compliance

Twenty Over Ten with Samantha Russell (CMO) | E69

Summary:

In this 69th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Samantha Russell, Chief Marketing and Business Development Officer at Twenty Over Ten. Twenty Over Ten is a company that assists advisors with marketing and consulting for their business, along with intuitive websites that are easy to manage with a compliance backend. Samantha shares how Twenty Over Ten was started, the marketing problems that they provide their client's solutions to, and the common reasons why many advisors either succeed or fail at digital marketing.

Jason PereiraMay 14, 2019Compliance, Websites, Marketing

Cappitech with Ron Finberg (Product Specialist) | E68

Summary:

In this 68th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ron Finberg, Product Specialist at Cappitech. Cappitech is a company that assists international financial companies that deal with reporting complex issues stemming from global regulations. Learn what Cappitech is capable of doing during this discussion with Ron Fineberg.

Jason PereiraMay 7, 2019Compliance, Big Data

Shield Financial Compliance with Shiran Weitzman (CEO) | E53

Summary:

Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Shiran Weitzman, CEO of Shield FC. Shield FC is a data aggregation platform that is enabling faster communication with clients and faster flagging of compliance issues.

Jason PereiraJanuary 22, 2019Compliance