Hamachi.ai with Mike Wilson | E416 скачать в хорошем качестве

Hamachi.ai with Mike Wilson | E416

In this episode of FinTech Impact, host Jason Pereira interviews Mike Wilson, CEO and co-founder of Hamachi, an AI governance layer for financial advisors that unifies data from systems like CRMs and portfolio platforms to power workflow “bots” such as a daily dossier and household brief. Wilson explains Hamachi’s origin, its compliance-first guardrails, and its strategy to embed via integrations and API rather than compete for the advisor desktop. They also discuss roadmap integrations and partners, including TaxStatus, FP Pathfinder, Financial’s client portal distribution, and potential research data sources like Morningstar and Zacks. Episode Highlights: 00:00 Welcome to FinTech Impact + Meet Mike Wilson (Hamachi) 00:30 What Hamachi Does: An AI ‘Governing Intelligence Layer’ for Advisors 01:09 Origin Story: From Orion Alumni to Compliant Advisor AI 02:52 From Email Add‑On to Guardrailed Chat: Early Product Evolution 04:38 Real Advisor Workflows: Daily Dossier & Household Brief in Action 08:58 Integration Roadmap: CRM, Portfolio Platforms, and Tax Data (TaxStatus) 10:52 Where Hamachi Fits: Embedded AI, API Strategy, and Bot Marketplace 14:25 What’s Next: Pathfinder Workflows, Client Portals, and Research Feeds 23:28 Why Governance Matters: PII Redaction, Audit Trails, SEC/FINRA Compliance 27:21 Rapid‑Fire Wrap‑Up: Industry Wish, Biggest Challenge, and What Excites Mike 33:01 Closing Remarks, Call to Action, and Sponsor Message Resources: Jason Pereira's Facebook -   / jason.pereira   Jason Pereira's LinkedIn -   / pereirajm   Sponsor - http://Woodgate.com Hamachi.ai - https://hamachi.ai/ Mike Wilson’s LinkedIn -   / michael-wilson-inc