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
LinkedIn - Paul Moran’s LinkedIn
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