Swift Chats in the Financial Services Industry

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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession.

Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations.

Learn more at https://www.ImpactCommunications.org

Enabling Deeper Client Connections Through AI-Driven Insights with Mark Heynen

Nov 25, 2025

In this Swift Chat conversation, Marie Swift speaks with Mark Heynen, Co-Founder and Chief Product Officer at Knapsack, an AI platform for financial advisors that automates meeting prep, note-taking, follow-ups, and CRM updates directly on-device, enabling compliance and workflow efficiency without compromising client...

Insurance Insights for Better Wealth Defense with Meaghan Dowd

Nov 3, 2025

In this Swift Chat conversation, Marie Swift speaks with Meaghan Dowd CAPI, CPRIA, PLCS, CLCS, Director of Insurance at Holistiplan, focusing on insurance planning and risk management for financial advisors, abut gaps in personal insurance coverage, such as issues with replacement cost, young drivers, and lifestyle...