iFactfind with Dr. Paul Moran | E427 - Fintech Impact

What this episode covers

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 Impact00:39 What Is iFactFind01:24 Why Build It03:15 Client Onboarding Flow07:07 Advisor View and Integrations08:44 Compliance Built for Australia11:32 Who It Fits Best13:04 Product Lessons and Scaling15:55 Scope Creep Reality Check16:44 Product Expands Beyond Fact Find17:53 Should We Build CRM19:13 Integrations And Pricing Strategy20:39 Roadmap Modeling And Better Advice Docs21:51 Monte Carlo Debate25:15 Goals Based Advice And Professionalism27:51 Biggest Challenge Building Tech28:35 Why Financial Planning Matters30:11 Wrap Up And Sponsor MessageResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsoriFactFindLinkedIn - Paul Moran’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of Fintech Impact?

This episode is 30 minutes long.

When was this Fintech Impact episode published?

This episode was published on May 12, 2026.

What is this episode about?

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,...

Can I download this Fintech Impact episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.