Posts tagged Platform

Nest Wealth with Randy Cass (Founder & CEO) | EP32

During this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to create Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada.

Jason PereiraAugust 14, 2018Roboadvisor, Platform

Honeybee Benefits with David Katz (EVP) | EP13

During the 13th episode of Fintech Impact, Jason Pereira interviews David Katz, the Executive Vice President of Benecaid, a traditional health benefits platform where he runs a separate division called Honeybee their digital platform for their delivery of benefit solutions for advisors, underwriters, lawyers, and end-to-end users. David shares his journey to the creating of Honeybee, how it has progressed, and the industry problems that it is addressing.

Jason PereiraMay 1, 2018Benefits, Platform, Insurance