{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5ab6fe42bb6ddf45527e077e/5fde7c90bb3713556205e5d9?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Act Analytics with Zachary Dan | E156","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/5ab6fe42bb6ddf45527e077e/1608416304678-d689c7a5189921ac54afd5208d0a4553.jpeg?height=200","description":"<p>In this 156th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zachary Dan, CoFounder and CTO of Act Analytics, a platform that helps financial advisors make better decisions around environmental, social, and governmental factors!</p><p><br></p><p>Episode Highlights:</p><ul><li>&nbsp;0:41 – Zachary Dan introduces Act Analytics.</li><li>1:04 – What led Zachary to create Act Analytics.</li><li>2:14 – Jason discusses the issues that exist in the ESG area.</li><li>4:12 – How does Zachary score industries with ESG factors?</li><li>8:09 – Zachary discusses the challenges presented by a high–level of customization in regard to customer experience.</li><li>9:12 – What does the user experience look like from start to finish?</li><li>11:14 – How often is the data updated?</li><li>11:38 – Zachary dives into the sources of data that Act Analytics utilizes.</li><li>14:01 – What has the feedback been like from Act Analytics’s earliest users?</li><li>16:00 – Zachary shares his thoughts on future innovations for the platform.</li><li>17:49 – If Zachary could change one thing about his industry, what would it be?</li><li>19:17 – What has been the biggest challenge for Act Analytics during its growth?</li><li>22:46 – Zachary explains what excites him about natural language processing.</li></ul><p><br></p><p>3 Key Points</p><ol><li>Zachary saw that neither the data nor the ratings were constructed in a way that served most people, so he created a tool that utilizes both in a way that translates to the end-user.</li><li>At the moment, Act Analytics has about 20 paying clients with most logging on every day and utilizing the news–analytics feature of the platform.</li><li>Zachary hopes to see the commoditization of ESG and financial data, making it widely available for everyone to choose how to use that information for themselves.</li></ol><p><br></p><p>Tweetable Quotes:</p><ul><li>“If companies in all sectors are being pressured to change over time and everyone’s doing this, that’s one way to change the world.” – Zachary Dan</li><li>“I think one of the mistakes of what’s out there is this idea that you can become the standard scoring methodology for ESG because...it’s different for everybody.” – Zachary Dan</li><li>“There’s lots of opportunities to include more built–out portfolio construction and AI that helps people build portfolios using both ESG and financial considerations.” – Zachary Dan</li><li>“You can’t fully fit on a spreadsheet about just how ethical a company is but you have to figure out how to measure that in real-time.” – Jason Pereira</li><li>“If someone doesn’t have a belief in something, why are you forcing it on them?” – Jason Pereira</li></ul><p>&nbsp;</p><p>Resources Mentioned:</p><ul><li><a href=\"https://www.facebook.com/jason.pereira\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook</a> – Jason Pereira’s Facebook</li><li><a href=\"https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a> – Jason Pereira’s LinkedIn</li><li><a href=\"https://www.fintechimpact.co/\" rel=\"noopener noreferrer\" target=\"_blank\">FintechImpact.co</a> – Website for Fintech Impact</li><li><a href=\"https://jasonpereira.ca\" rel=\"noopener noreferrer\" target=\"_blank\">JasonPereira.ca</a> – Sign up for Jason Pereira’s newsletter</li><li><a href=\"https://www.woodgate.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Woodgate.com</a> – Website for Woodgate Financial</li><li><a href=\"https://www.act-analytics.com/page/front\" rel=\"noopener noreferrer\" target=\"_blank\">Act-analytics.com</a> – Website for Act Analytics</li><li><a href=\"https://truvaluelabs.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Truvaluelabs.com/</a> – Website for Truvalue Labs</li></ul>","author_name":"Jason Pereira"}