Podcasts about aly dhalla

LinkedIn: Aly Dhalla  Aly Dhalla is the CEO and co-founder of Finaeo, a venture-backed InsurTech startup that has built a platform to help insurance advisors win in a digital era. Finaeo's operating system provides advisors a specialized CRM, digital tool-kit and paired it with an intelligent assistant/chat-bot, Domo, to create the "Bionic Advisor".  Aly spent his early career as a banker at TD before leaving to join a startup as their first employee, which was acquired by Benefits by Design, a national Third Party Administrative company, where he served as Managing Partner before launching Finaeo. Aly also Co-Founded TriCelerate, a not-for-profit tech incubator to help youth progress from idea to product.  ***  Have any questions or comments? Email me at noahifergan@gmail.com  If you enjoyed the podcast, please consider leaving a short review on Apple Podcasts.  Follow the Podcast on Instagram, Twitter, Facebook for more exciting episodes!

John Harvey sits down with Finaeo co-founder and CEO Aly Dhalla. On a mission to revolutionize insurance by creating an ecosystem where advisors can do everything from prospect to policy! Finaeo is changing the game; Canada's Insurtech Superhero! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/john-harvey6/support

Summary:In this 72nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host continues the previous discussion from episode 71 with returning guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. The financial innovations of technology behemoths Amazon, IBM, and Alibaba are the core focus of this talk.Episode Highlights: ● 00:24: – How long will it be before a tech giant will become their own bank?● 02:48: – Aly and Zaheer share hypothetical possibilities of how Amazon could link machine payment to shared devices.● 06:16: – How will autonomous cars change business models and customer experiences?● 08:05: – You can’t move money between banks on the weekend because the servers are closed on weekends because they keep bankers’ hours.● 09:00: – What can we expect from Haven health service at Amazon, a joint venture with Berkshire Hathaway and Chase.● 12:41: – Jason shares a past journal reading about Microsoft tackling out of control healthcare costs.● 15:06: – What are the reasons why medicine won’t be an efficient and free market?● 17:06: – What innovations are IBM involved with?● 21:30: – What are some statistics related to transactions?● 22:38: – Which financial areas have Alibaba in China dove into?● 27:15: – What are the ways that solving the wrong problems can occur?● 29:07: – Why shouldn’t small companies worry about not having a way into solving big problems?● 30:48: – Every business needs its true believers.● 31:32: – Break down the big issues your company has and solve the Individual parts.● 32:58: – To innovate requires failure.3 Key Points: 1. Work, leisure, and sleep are the three divisions of our time. When cars drive themselves, travel time, which is work for the driver, becomes leisure, turning cars into a new total leisure experience for everyone.2. Medicine won’t be a free and efficient market because of patents, doctorspaid by a third party, and insurance costs.3. The estimated hard currency in the world is around $5 trillion. The total estimated world money supply is around $80 trillion. The global GDP is $103 trillion. There are $282 billion in transactions per day.Tweetable Quotes: ● “The one thing is, none of those players (Amazon, Google, etc.) has ever tackled a regulated business before.” – Zaheer Merali● “A whole new industry is being built around creating experiences.” – Aly Dhalla● “In the last five years, definitely in the last three, I can probably count on one hand the number of times I have heard the name IBM in any conversation.” – Zaheer MeraliResources Mentioned: ● Facebook – Jason Pereira● LinkedIn – Jason Pereira● FintechImpact.co – Website - Fintech Impact● Aly Dhalla – Linkedin● Zaheer Merali – Linkedin See acast.com/privacy for privacy and opt-out information.

Summary:In this 71st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a discussion with previous guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. Their talk revolves around how large technology businesses in non-financial spaces are venturing into both fintech and healthcare at the same time. Some of the companies that are mentioned include: Apple, Google, Amazon, and Microsoft among others.Episode Highlights:● 01:06: – What is Facebook’s approach in the cryptocurrency arena?● 05:27: – What is the Chinese company WeChat?● 07:21: – What are the differences between Messenger and WeChat?● 10:06: – What is the world’s biggest hedge fund, where is it located, and why?● 11:03: – Where is Apple going with Apple Pay, Apple Pay Cash, and Apple Credit Cards?● 16:44: – Banks will become utility providers that provide financial infrastructure.● 18:04: – What is Google struggling with in the fintech space?● 22:30: – What are their thoughts on Microsoft’s partnership with BlackRock?● 27:32: – How do they feel about Amazon Cash?3 Key Points:1. WeChat has a billion daily active users, which can equate to hundreds of millions of dollars from even a small portion of that transaction layer.2. In North America, there is a push in tech to keep changing what users use and disrupting public habits where Asian tech plays like WeChat keep building off a product people are already using.3. More partnerships that we see at the macro level should be clear indicators ofhow the world is evolving.Tweetable Quotes:● “99.8% of Facebook revenue comes from advertising.” – Aly Dhalla● “The reason Messenger won’t take off the way that it has, that WeChat would of, is the bulk of its user base up until that point was in developed markets, where there were developed banking models.” – Zaheer Merali● “Payments is the space right now where their (tech companies) all playing in, because it’s the most accessible. It’s the one that drive most closely to the business that they already have.” – Zaheer MeraliResources Mentioned:● Facebook – Jason Pereira’s● LinkedIn – Jason Pereira’s● FintechImpact.co – Website: Fintech Impact● Aly Dhalla – Linkedin: Aly Dhalla● Zaheer Merali – Linkedin: Zaheer Merali See acast.com/privacy for privacy and opt-out information.

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally. In today's episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada. If you've never heard Aly speak, then make sure you tune into this episode, you won't be disappointed. I hope you enjoy it. RB

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally. In today's episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada. If you've never heard Aly speak, then make sure you tune into this episode, you won't be disappointed. I hope you enjoy it. RB

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally.  In today's episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada.  If you've never heard Aly speak, then make sure you tune into this episode, you won't be disappointed.  I hope you enjoy it. RB

Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally. In today's episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada. If you've never heard Aly speak, then make sure you tune into this episode, you won't be disappointed. I hope you enjoy it. RB

On a special podcast where we are joined by Aly Dhalla, CEO of Finaeo, as he talks about current broker practices and insurance in the digital age.

Insurance is an important part of financial planning and wealth planning. Technology can help insurance brokers more effectively bring useful products to their clients, which can in turn help those clients maintain and protect their wealth. Today’s guest understands how cutting-edge technology can help advisors streamline processes, manage tasks, and discover unexpected efficiencies. Most importantly, he recognizes the importance of maintaining a human touch in the process. Aly Dhalla is the CEO and Co-founder of Finaeo, a startup that was created to help insurance advisors thrive in a digital world. Finaeo provides advisors with a digital tool-kit and an on-demand concierge back-office. This enables advisors to create what Aly calls the Bionic Advisor – a human advisor empowered by technology. Listen to the episode to hear more about what Finaeo is all about, what a bionic advisor looks like, and how technology impacts the advisory field now and in the future. Topics Discussed in This Episode: What Aly’s firm does and who they serve The core problem that Finaeo seeks to solve The typical process for a financial, wealth, or insurance planner How Finaeo reinvents the front end of the planning process How advisors can work with Finaeo What a bionic advisor is and does How technology is impacting the financial advisory space How data can be leveraged to power advice The customer personas that Finaeo targets with their services Characteristics of successful insurance advisors Aly’s advice for advisors who want to scale their business Lead acquisition tips for advisors The importance of continually learning new things about your field Links and Resources: Aly Dhalla Finaeo Finaeo Waitlist Quotes from Aly: “Our vision and mission is to empower advisors around the world with technology that makes their lives easier.” “I think technology is a great solution to do the s

Summary:In this 10th episode of the Fintech Impact podcast, Jason Pereira interviews Aly Dhalla, the CEO and Founder of Finaeo, a platform to help independent advisors make their job easier with digital toolkits connected to a back office to work through their front office needs—from prospect to policy in one workflow. Aly shares what Finaeo’s goals are, who their core audience is, and their technological prospective to financial planning.● 02:01 – Aly Dhalla introduces what Finaeo is.● 02:31 – Aly shares information about his professional background as a financial advisor.● 04:20 – Finaeo began delivering quotes via chat bot to provide them on demand.● 06:00 – Three targets for Finaeo include: 1.) Early advisors who are 0-2 years in the industry looking for infrastructure. 2.) Growth stage advisors with 3-5 years in the industry making $75,000-$125,000 annually in income. 3.) Advisors towards the end of their career that are looking to exit in 3-5 years.● 06:59 – Finaeo software process involves an initial needs analysis form for an advisor’s client, who can then log into the software and use the opportunity builder stage. The system sets up auto reminders.● 11:45 – Finaeo currently does logic-driven data analysis, mining it for patterns.● 15:52 – Finaeo is willing to partner with their competition.● 17:29 – Connectivity with carriers is the number one issue that Finaeo is facing● 19:17 – They will remain very focused on insurance distribution.● 23:52 – Bionic advisor manta stands for the culmination of human and machine, with machine taking over computation, administration, and workflow. The human component handles building relationships and giving advice.● 26:33 – Finaeo is free for advisors to work with the CRM software.● 29:38 – Clients tend to find Finaeo through referrals, blogs, eBooks, podcasts, and webinars.● 31:33 – As far as capital they have raised, the first $250,000 came from financial advisors, another $500,000 from the tech community and industry influencers. Their partner that lead their seed round of $2.25 million became Impression Ventures.● 35:54 – Their first product was built by a single engineer in three months● 38:26 – Faneo’a team is currently 14 full-time people (11 in Toronto, 3 in Vancouver) and are looking to grow to 20 by the end of 2018, with most of them in engineering.3 Key Points:1. Three targets for Finaeo include: 1.) Early advisors (0-2 years in the industry) 2.) Growth stage advisors (3-5 years in the industry) 3.) Elder advisors (looking to exit in 3-5 years.)2. Bionic advisor manta stands for the culmination of human and machine, with machine taking over computation, administration, and workflow. The human component handles building relationships and giving advice.3. Finaeo’s first capital was $250,000 from angel financial advisors, another $500,000 from the tech community, and their partner that lead their seed round of $2.25 million became Impression Ventures.Tweetable Quotes:- “Our end-state goal is to be digitally bolted onto every insurance company and provide an open Amazon-style marketplace, where advisors can pick and choose from a suite of products.” – Aly Dhalla.- “We think that machine learning is going to drive the next generation of advisor, and help them scale.” – Aly Dhalla. - “Technology is the future of distribution, is the future of compliance, is the future of communication with clients.” – Aly Dhalla. Resources Mentioned:● LinkedIn – Jason Pereira’s LinkedIn● Facebook – Jason Pereira’s Facebook● Woodgate Financial – Website for Woodgate Financial● Finaeo – Website for Finaeo● LinkedIn – Aly Dhalla’s LinkedIn page See acast.com/privacy for privacy and opt-out information.

The always engaging and engaged Aly Dhalla, CEO and Co-Founder of Finaeo, shares his perspectives on data-driven client touchpoints, value delivery, and how your commitment to having a hyper-focus on those clients whose language you speak best creates extraordinary success.

Ready for a podcast that makes an impact? Join me for an end-of-day random chat with Aly Dhalla and Jonathan Bega of Finaeo that encompasses technology, churn in the industry, community, education, getting from giving, “Bobble-Head Howard”, and more!