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"Online reviews will become a common part of the financial advisor experience." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"In our journey with SORA Finance, we've seen first-hand how critical managing liabilities is, not just for the financial health of clients but as a service differentiator for advisors." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"In our industry, transformation has many faces but one core: the shift towards personalized, decentralized finance." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"Investing in real estate requires a big team. We're looking to facilitate that collaboration within our platform." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"In our industry, simplifying data integration is not just a convenience, it's a game changer." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"With Advisor Brand Builder, transforming branding from months and thousands of dollars to days and cost-effective solutions is now a reality." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"By simplifying the complex, we make alternative investments more accessible and manageable." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"Our mission is to be the source of truth when it comes to client meeting interaction data." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"Making something people want, seeing it solve real problems for advisors, that's what excites me." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"A financial plan should be as unique as the individual it serves, considering every possible aspect of their financial life." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"8Twelve Mortgages isn't just changing the game; we're redefining how stakeholders experience the mortgage process, from initiation to completion." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"Bringing technology to investors and advisors to confidently invest in private markets eliminates the opaqueness and magnifies opportunities." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"Understanding the gap between how advisors perceive their service and the actual client experience can unlock transformative growth opportunities." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"In the era of AI, embracing technology to enhance our humanity is not just possible; it's necessary." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"Bridging the gap between financial advisors and business owners requires more than just intent; it requires innovative tools and technology." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"The transformative power of employee ownership trusts aligns profit with purpose."#FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"We're all here for a short visit on the blue planet. Make a conscious choice on how you're going to live it." #FintechImpact#Podcast jasonpereira.ca/all-content-ja…

"Transforming tech challenges into in-house solutions has set us on a unique path of innovation." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"In our industry, simplifying complex solutions into relatable benefits is key. It's about making technology accessible and understood."#FintechImpact #Podcast jasonpereira.ca/all-content-ja…

"In our industry, experience matters immensely. Having someone who truly understands the nuts and bolts of wealth management technology can be a game-changer for firms." #FintechImpact #Podcast jasonpereira.ca/all-content-ja…