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Episode Info: In this 125th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Alisha Mawji and Zakir Kanji the founders of AltruWisdom, a light financial planning platform for individuals to understand more about how to better improve their financial lives and also find out back other financial benefits they may be entitled to. Zakir Kanji and Alisha Mawji explain how AltruWisdom works, the value it offers users, and what onboarding looks like. Episode Highlights: ● 00:50 – Alisha Mawji explains AltruWisdom. ● 01:22 – Zakir Kanji shares where the idea of the company came from. ● 03:53 – How does the AltruWisom experience unfold, start to finish? ● 10:06 – What do their more commonly used checklists look like? ● 12:44 – How much human interaction is involved? ● 14:27 – What are people paying when they sign up and who is signing up? ● 16:31 – They discuss the benefits, values, and digitization of AltruWisdom. ● 18:36 – What would they change in their business or industry? ● 19:31 – What have been the biggest challenges they have faced? ● 20:47 – What keeps them excited each day about their work? 3 Key Points 1. When onboarding on AltruWisdom, the four steps you can take are checklists, past story archive, benefit repository, and their document repository where they teach you about the documents. 2. AltruWisom offers a digital filing cabinet system and is passionate about educating users. 3. Their subscription model is currently $9 a month and they have partnered with many start-ups and fintechs. Tweetable Quotes: ● “AltruWisdom is an online platform that provides Canadians with independent financial education and life advice. We have a lot of curated lessons, powerful tools.” – Alisha Mawji ● “AltruWisdom basically aims to get you through life’s unexpected events by sharing the practical wisdom of those that have been there before. We are an online subscription platform. You sign up. You let us know what life events you are going through.” – Alisha Mawji ● “There are a lot of Canadians out there that don’t have such high asset levels, who don’t really get the advice they should be getting. So, we thought in our age, why not use technology to deliver that information to all Canadians, regardless of asset level.” – Zakir Kanji Resources Mentioned: ● Facebook – Jason Pereira’s Facebook ● LinkedIn – Jason Pereira’s LinkedIn ● FintechImpact.co – Website for Fintech Impact ● JasonPereira.ca – Sign up for Jason Pereira’s newsletter ● Linkedin – Zakir Kanji’s● Linkedin – Alisha Mawji’s● altruwisdom.com – Website See acast.com/privacy for privacy and opt-out information....
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