iFactfind with Dr. Paul Moran | E427
About this episode
Dr. Paul Moran discusses how iFactFind transforms data collection for financial advisors.
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…
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