{"podcast":{"title":"Fintech Impact","slug":"fintech-impact-732879","podcast_index_feed_id":732879,"rss_url":"https://feeds.acast.com/public/shows/5ab6fe42bb6ddf45527e077e","website_url":"https://fintechimpact.co/","image_url":"https://assets.pippa.io/shows/5ab6fe42bb6ddf45527e077e/1546389387752-ab7fb8454c2747f3feba00e9d3e8a2bd.jpeg","author":"The Fintech Impact Podcast","episode_count":436,"summary":"Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-21T22:20:29.570234+00:00","page_url":"https://stenobird.com/podcast/fintech-impact-732879"},"episode":{"title":"CapIntel with James Rockwood | E421","slug":"capintel-with-james-rockwood-e421","published_at":"2026-03-31T10:00:00+00:00","page_url":"https://stenobird.com/podcast/fintech-impact-732879/capintel-with-james-rockwood-e421","show_page_url":"https://stenobird.com/podcast/fintech-impact-732879","url":"https://shows.acast.com/fintechimpact/episodes/capintel-with-james-rockwood-e421","audio_url":"https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/69c2bd5e1a160b44db1082ea/media.mp3","summary":"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.","meta_description":"Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North Americ…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1931,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/capintel-with-james-rockwood-e421/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/fintech-impact-732879/capintel-with-james-rockwood-e421.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}