iFactfind with Dr. Paul Moran | E427

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

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iFactfind with Dr. Paul Moran | E427

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How long is this episode of Fintech Impact?

This episode is 30 minutes long.

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This episode was published on May 12, 2026.

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