Fintech Impact

In this episode of FinTech Impact, host Jason Pereira sits down with Will Lawrence, co-founder and CEO of Bretton AI, where he’s building agents to help banks catch fraud and streamline compliance. Will shares how the idea took shape back at Meta Payments, where he led risk and compliance products and realized that sharp detection systems were just piling on repetitive follow...

Host Jason Pereira welcomes back Rick Burgess, CEO of Forms Logic, to discuss how the company has evolved into a data-focused platform that makes onboarding, maintenance, and especially account transitions faster—often completing custodian moves in 30–35 days by knowing where data goes, what’s missing, and how to route it across systems. They explore why accurate, normalized ...

Host Jason Pereira interviews Greg Bogich, CEO of AcquireUp, a wealth-management-focused marketing services firm that helps advisors drive organic net-new asset growth by filling in-person seminars and workshops using direct mail, digital targeting, and data enrichment. Bogich explains AcquireUp’s origins as a merger of White Glove (digital-driven educational seminars with po...

In episode 450 of FinTech Impact, host Jason Pereira welcomes back John O’Connell, founder and CEO of The Oasis Group, to unpack how generative AI has reshaped wealth management technology since ChatGPT’s launch. They discuss the proliferation of large language models, falling token costs, and why most advisory workflows don’t require frontier models. The conversation emphasi...

In this episode of Fintech Impact, host Jason Pereira sits down with Joshua Summers, co-founder and CEO of Enfi. Enfi is an AI platform built to take the grind off lending teams—automating everything from document extraction and underwriting to portfolio monitoring and credit memo drafting.

Summers says the company started after he spotted a glaring bottleneck in ...