{"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":"iFactfind with Dr. Paul Moran | E427","slug":"ifactfind-with-dr-paul-moran-e427","published_at":"2026-05-12T10:00:00+00:00","page_url":"https://stenobird.com/podcast/fintech-impact-732879/ifactfind-with-dr-paul-moran-e427","show_page_url":"https://stenobird.com/podcast/fintech-impact-732879","url":"https://shows.acast.com/fintechimpact/episodes/ifactfind-with-dr-paul-moran-e427","audio_url":"https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/69f908943a143563ed9a30fa/media.mp3","summary":"On this episode of FinTech Impact, host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection with a dynamic digital portal. Originally built for Australia’s strict compliance landscape, iFactFind uses conditional questionnaires and secure document uploads to create a single, shared dataset between the advisor and client. This ensures that client data stays current and visible to both parties, moving the focus from product sales to professional, goals-based advice. The platform streamlines the advisor workflow with two-way integrations, e-signatures, and upcoming AI-driven document reading. By capturing everything from risk profiles to audit snapshots, iFactFind helps advisors eliminate data-entry errors while meeting high regulatory standards. This episode is a must-listen for advisors looking to digitize their onboarding process and transition to a more professional, data-driven planning model. Episode Highlights: 00:00 Welcome to FinTech Impact 00:39 What Is iFactFind 01:24 Why Build It 03:15 Client Onboarding Flow 07:07 Advisor View and Integrations 08:44 Compliance Built for Australia 11:32 Who It Fits Best 13:04 Product Lessons and Scaling 15:55 Scope Creep Reality Check 16:44 Product Expands Beyond Fact Find 17:53 Should We Build CRM 19:13 Integrations And Pricing Strategy 20:39 Roadmap Modeling And Better Advice Docs 21:51 Monte Carlo Debate 25:15 Goals Based Advice And Professionalism 27:51 Biggest Challenge Building Tech 28:35 Why Financial Planning Matters 30:11 Wrap Up And Sponsor Message Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor iFactFind LinkedIn - Paul Moran’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.","meta_description":"On this episode of FinTech Impact, host Jason Pereira interviews Dr. Paul Moran, CEO of iFactFind, about replacing clunky, paper-based data collection wit…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1842,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/ifactfind-with-dr-paul-moran-e427/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/ifactfind-with-dr-paul-moran-e427.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}