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Daylight Automation with Art Harrison | E223
Episode 223
Jason Pereira talks to Art Harrison, Co-founder and Chief Growth Officer of Daylight. It helps companies automate their data processes and create gre…
3 years, 8 months ago
Pocket Finance with Sheldon Brow | E222
Episode 222
Jason Pereira talks to Sheldon Brow, founder of Pocket Finance; a platform for greater collaboration between clients and advisors giving them a perso…
3 years, 8 months ago
MeetAmi Innovations Inc. with Sarah Morton | E221
Episode 221
Jason talks to Sarah Morton, Chief Strategy Officer at MeetAmi. MeetAmi is a company working to bring digital assets to Canada’s traditional wealth m…
3 years, 8 months ago
Dayforce Wallet with Seth Ross | E220
Episode 220
Jason talks to Seth Ross, General Manager for Dayforce Wallet and Consumer Services at Ceridian. Ceridian is one of the powerhouses of payroll worldw…
3 years, 9 months ago
Payslip with Fidelma McGuirk | E219
Episode 219
Today we have Fidelma McGuirk, founder, and CEO of Payslip. Payslip is an Ireland-based payroll company that does work all around the world. She is o…
3 years, 9 months ago
Swoop Funding with Daire Burke | E218
Episode 218
Jason talks to Daire Burke, head of Canada for Swoop Funding. Swoop Funding is an Irish-based company that works in multiple countries. It provides c…
3 years, 9 months ago
Four Eyes Financial with Lori Weir and Jeff Harvie | E217
Episode 217
Jason talks to Lori Weir and Jeff Harvie. They are going to specifically talk about how they have helped advisors and firms deal with implementing ne…
3 years, 9 months ago
Hubly with Louis Retief | E216
Episode 216
Jason talks to Louis Retief, Co-founder and CEO of Hubly. Hubly is an advisor workflow automation tool that helps take information from CRM’s and cre…
3 years, 10 months ago
TurnKey Lender with Marc Pickren | E215
Episode 215
Jason talks to Marc Pickren, CEO of The Americas for TurnKey Lender. A global financial technology SaaS that has created and deployed the world's mos…
3 years, 10 months ago
Modern Treasury with Dimitri Dadiomov | E214
Episode 214
Jason talks to Dimitri Dadiomov, CEO of Modern Treasury. Modern Treasury is a payments architecture system that focuses explicitly on payments and pa…
3 years, 10 months ago