Nexhelm AI with Brian Abatemarco | E418

About this episode

Jason Pereira interviews Brian Abatemarco about Nexhelm AI's automation of financial workflows and the impact of AI on the fintech industry.

Host Jason Pereira interviews Brian Abatemarco, Head of Sales at Nexhelm AI, a platform launched in late 2025 to automate end-to-end financial workflows. Drawing on his 12 years as a CFP, Brian explains how Nexhelm connects existing tools—like CRMs, Outlook, and DocuSign—to execute complex tasks via simple prompts, ensuring advisors never "drop the ball" on client requests. The discussion covers the platform's ability to automate everything from onboarding to email filing, while touching on the broader challenges of scaling fintech and the vital role of CFP education in the AI era. This episode is a must-listen for forward-thinking advisors and operations leaders who are tired of manual data entry and want to see how "agentic AI" can finally bridge the gap between their disconnected software tools. Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor Nexhelm AI LinkedIn - Brian Abatemarco’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Jason Pereira

Guest: Brian Abatemarco

Topics covered

• AI in finance
• financial workflows
• automation
• CFP education
• scaling fintech
• client management

Keywords

• Nexhelm AI
• financial automation
• CFP
• client requests
• agentic AI
• data entry
• fintech challenges

Sponsors

Woodgate.com

Mentioned in this episode

Organizations: Nexhelm AI, DocuSign, Outlook, CRMs

More episodes of Fintech Impact

• Slant with Thomas Clawson | E431 · June 9, 2026 · 31 min
• Wise Revisited with Josh Rowat | E430 · June 2, 2026 · 25 min
• Contio with Aaron Klein | E429 · May 26, 2026 · 39 min
• InvestorCOM with Parham Nasseri | E428 · May 19, 2026 · 33 min
• iFactfind with Dr. Paul Moran | E427 · May 12, 2026 · 31 min
• Fynancial with Tom Fields | E426 · May 5, 2026 · 25 min