Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products feel tangible for clients. The conversation dives into how the platform embeds compliance controls to prevent proposal errors, the impact of regulatory shifts like Reg BI, and how CapIntel is navigating its expansion into the competitive U.S. and Mexican markets.

This episode is a must-listen for wealth management executives and advisors interested in how "hyper-personalization" and integrated compliance are redefining the modern investment proposal.

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

CapIntel

LinkedIn - James Rockwood’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Host Jason Pereira interviews Marla Sofer, Founder and CEO of Knomee, about her mission to bridge the "understanding gap" between wealth managers and their clients. Drawing on her leadership experience at JPMorgan, BlackRock, and Microsoft, Sofer explains how Knomee uses consumer-friendly "adventures" to capture a client’s true financial identity—defining what concepts like "security" actually mean to them. By turning this unique behavioural data into AI-synthesized insights, Knomee provides advisors with actionable conversation starters and next-best actions to deepen trust and accelerate conversions.

This episode is a must-listen for advisors who want to move beyond generic financial planning and use behavioural intelligence to create more personalized, high-trust client relationships.

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Knomee

LinkedIn - Marla Sofer’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

On this episode of FinTech Impact host Jason Pereira interviews Ryan Borer, CEO of Advisor CRM, about his mission to transform the CRM from a static database into an "action engine" for financial and insurance professionals. Inspired by his experience building proprietary tech for a TAMP, Borer explains how his platform avoids the rigid, breakable workflows of traditional systems by focusing on flexibility and data-driven signals. The conversation explores the shift toward a more open tech ecosystem—supported by Advisor CRM’s APIs—and introduces Trove, a new AI-driven opportunity intelligence tool designed to surface growth leads automatically.

This episode is a must-listen for advisors frustrated by "clunky" CRM workflows and firm owners looking to stay ahead of the curve with AI-integrated client management.

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

AdvisorCRM

LinkedIn - Ryan Borer’s LinkedIn

Hosted on Acast. See acast.com/privacy for more information.