About this episode
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:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Mike Wilson’s LinkedIn
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