Business
Eight years ago, it would have been nearly impossible to imagine the incredible impact fintech would have on the financial services industry today. And even now, we’re just scratching the surface of what this industry can become in the future. In a change of pace, today’s episode is an introduction to one of our favourite podcasts: Fintech Impact. You’ll hear host Jason Pereira interview Tea Nicola, CEO of Wealthbar, and our own Pawel Brzeminski, CEO of Snap Projections. The Fintech Impact Podcast is hosted by Jason Pereira who explores the fintech space and interviews its major players — both incumbents and newcomers. Whether they’re trying to make existing finance players more efficient or looking to disrupt the industry altogether, this show explores their impact on consumers and the industry as a whole. Listen in to hear about Wealthbar’s acquisition of Snap Projections, what that relationship will look like going forward, and Tea and Pawel’s shared vision for how fintech can impact the industry — and the lives of average Canadians. What You’ll Learn in This Episode: Why a partnership between Wealthbar and Snap Projections makes sense (2:05) What the end product looks like for both clients and advisors (6:30) Pawel’s product-building philosophy (16:40) Revealing Tea and Pawel’s wishes for their industry (23:00) The biggest challenges Tea and Pawel have faced in scaling their companies (27:05) What gets these founders out of bed every morning (30:55) Links and Resources: Wealthbar Tea Nicola Snap Projections Pawel Brzeminski Fintech Impact Jason Pereira Quotes from the Episode: “It just made sense to basically own software that is going to eventually become what I want to see, which is a vision for a full practice management platform for an independent financial advisor.” — Tea Nicola “This is technology that’s gonna enable you, not threaten you.” — Jason Pereira “In a lot of cases, it actually takes an advisor to make adjustments. I don’t think we can really have a fully automated tool that can provide the best solution for every single case.” — Pawel Brzeminski With their shared goal of transforming the financial services industry in Canada and making the lives of both advisors and consumers easier, Tea and Pawel’s recent partnership i