Zaheer Merali's guest appearances

Zaheer Merali

Fintech Impact

David Katz

Ian Crosby

Michael Kitces

Mauricio Di Bartolomeo

Daniel Crosby

Alan Moore

Alex Sklar

Samantha Ettus

Sean Brown

Hayden James

Mark Evans

Yaron Ben-Zvi

Steve Sanduski

Ethan Buchman

Dan Doney

OwlTail

Aly Dhalla

Jason Pereira

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 &amp; 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 Hosted on Acast. See acast.com/privacy for more information.

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 &amp; 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● <a href="http://FintechImpact.co" rel="nofollow" target="_blank">FintechImpact.co</a> – Website - Fintech Impact● Aly Dhalla – Linkedin● Zaheer Merali – Linkedin Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E72

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 &amp; 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 Hosted on Acast. See acast.com/privacy for more 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 &amp; 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● <a href="http://FintechImpact.co" rel="nofollow" target="_blank">FintechImpact.co</a> – Website: Fintech Impact● Aly Dhalla – Linkedin: Aly Dhalla● Zaheer Merali – Linkedin: Zaheer Merali Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E71

Summary:During the 8th episode, Jason Pereira, interviews a colleague of his by the name of Zaheer Merali. Zaheer is an entrepreneur, investor, and consultant to several start-ups and has worked with many technology companies. Jason talks with Zaheer about the past and present evolution of financial planning solutions.●   01:08 – Zaheer works primarily with venture funds and start-ups in the Fintech space and healthcare.●   03:15 – He studied in school for seven years in the consulting space: strategy consulting across North American in multiple industries like renewable energy, healthcare, mining, media, insurance, and fast food.●   03:40 – Zaheer worked for seven years at Scotia Bank with some time spent in wealth management.●   05:29 – We have gone from one financial platform to tech stack and service stack solutions.●   11:19 – Several new software stacks are built as a backend with an API to a frontend.●   12:24 – Extreme growth in financial planning software is exploding.●   17:50– Blockchain is here to stay, offering new ways of working with back office systems. ●   22:24 – There is value in honing in on one problem and developing it further.●   23:45 – You can’t transfer money between banks in the United States and Canada on weekends is because the servers aren’t open—they keep bankers’ hours.●   28:50 – The automation of workflows is leading to efficiency gains.●   31:10 – What is our career path in financial planning?●   35:08 – We are seeing compression on how much customers are willing to pay, what kind of fees can be charged, and what services need to be included.3 Key Points:1. Some popular financial planning software in the United States didn’t exist three years ago, some that two years ago had 2-3% market share, and today has close to 10% market share.2. There is a ton of value in picking off one problem to work on and expanding that piece.3. You can’t transfer money between banks in the United States and Canada on weekends is because the servers aren’t open.Tweetable Quotes:-  “Many of the new software stacks you’ll see are basically built as a backend with an API to a frontend.” – Zaheer Merali.-  “We sometimes take the easy route of mistaking consistency of look and feel as an indication of quality.” – Zaheer Merali.-  “Blockchain is here to stay.” – Zaheer MeraliResources Mentioned:● Facebook – Jason Pereira’s Facebook● LinkedIn – Jason Pereira’s LinkedIn● Zaheer Merali – Zaheer Merali’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Summary:During the 8th episode, Jason Pereira, interviews a colleague of his by the name of Zaheer Merali. Zaheer is an entrepreneur, investor, and consultant to several start-ups and has worked with many technology companies. Jason talks with Zaheer about the past and present evolution of financial planning solutions.●   01:08 – Zaheer works primarily with venture funds and start-ups in the Fintech space and healthcare.●   03:15 – He studied in school for seven years in the consulting space: strategy consulting across North American in multiple industries like renewable energy, healthcare, mining, media, insurance, and fast food.●   03:40 – Zaheer worked for seven years at Scotia Bank with some time spent in wealth management.●   05:29 – We have gone from one financial platform to tech stack and service stack solutions.●   11:19 – Several new software stacks are built as a backend with an API to a frontend.●   12:24 – Extreme growth in financial planning software is exploding.●   17:50– Blockchain is here to stay, offering new ways of working with back office systems. ●   22:24 – There is value in honing in on one problem and developing it further.●   23:45 – You can’t transfer money between banks in the United States and Canada on weekends is because the servers aren’t open—they keep bankers’ hours.●   28:50 – The automation of workflows is leading to efficiency gains.●   31:10 – What is our career path in financial planning?●   35:08 – We are seeing compression on how much customers are willing to pay, what kind of fees can be charged, and what services need to be included.3 Key Points:1. Some popular financial planning software in the United States didn’t exist three years ago, some that two years ago had 2-3% market share, and today has close to 10% market share.2. There is a ton of value in picking off one problem to work on and expanding that piece.3. You can’t transfer money between banks in the United States and Canada on weekends is because the servers aren’t open.Tweetable Quotes:-  “Many of the new software stacks you’ll see are basically built as a backend with an API to a frontend.” – Zaheer Merali.-  “We sometimes take the easy route of mistaking consistency of look and feel as an indication of quality.” – Zaheer Merali.-  “Blockchain is here to stay.” – Zaheer MeraliResources Mentioned:● <a href="https://www.facebook.com/jason.pereira" rel="nofollow" target="_blank">Facebook</a> – Jason Pereira’s Facebook● <a href="https://www.linkedin.com/in/pereirajm?trk=org-employees_mini-profile_title" rel="nofollow" target="_blank">LinkedIn</a> – Jason Pereira’s LinkedIn● <a href="https://ca.linkedin.com/in/zaheermerali" rel="nofollow" target="_blank">Zaheer Merali</a> – Zaheer Merali’s LinkedIn Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Fintech Trends with Zaheer Merali (Consultant)| EP8