Pascal WealthTech
@PascalWealthTec
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Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living Wealth
Toronto, Ontario
Joined September 2019
"Life is tough, don't give up, stay focused, and persevere." Wise counsel from Pascal WealthTech founder Frances Zomer to young women coming up in their careers. On #InternationalWomensDay, we celebrate amazing women inspiring new generations. #IWD2023
https://t.co/D2gB8jlMHH
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...and we would add an extra candy heart, long-stemmed rose, piece of chocolate, etc. for #financialadvisors who create a perfect match between their clients and low-cost, tax-efficient #ETFs.
Happy Valentine's Day to all the hardworking and dedicated financial advisors helping their clients fall in love with investing.
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Happy Valentine's Day to all the hardworking and dedicated financial advisors helping their clients fall in love with investing.
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Behavioural engagement systems like our InvestorEQ are increasingly important in volatile markets. If you're a financial advisor looking to have better conversations with your clients around risk, we invite you to try InvestorEQ: https://t.co/01qF2oqJNy
https://t.co/wriP5CR9e8
investmentexecutive.com
Amid such conditions, Canadians now expect to need $1.7M in order to retire
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Interesting data from @CBinsights' 2023 Fintech Trends to Watch webinar today. Early-stage #fintech companies took a larger share of deals than ever before. Fintech innovation is growing and demand for better digital experiences makes it an integral part of financial services.
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"60% of high-growth [financial advisory] practices use SOPs." That's impact. It's why digital client engagement systems like our Living Wealth & InvestorEQ are so important to firms that want to grow. Learn how our systems can help your wealth firm grow:
10 Traits of Successful Advisory Teams
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"Digital helps us become more human." Great insights from @briansolis. We help advisors have better relationships, demonstrate appreciation and nurture loyalty with InvestorEQ & Living Wealth. Let our innovation drive your growth: https://t.co/x7Vdbm2EjH
https://t.co/9ZbAyvxl53
forbes.com
In an era of uncertainty, executives are mandating that teams do more with less and drive business growth. But these strategies are premised on legacy thinking and outdated processes. Executives must...
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Good @FT_PWM story by @YuriBender on how #fintech start-ups help wealth managers improve client experiences. Our digital platform delivers client messaging & integrated video for better client experiences and communications within a compliance framework. https://t.co/9R2Vgs3FjV
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Great to see #DigitalTransformation trending! Here's our CEO @HowardAtkinson talking at the WealthTech Summit about how digital technology is transforming the ways financial advisors engage clients and deliver personalization in wealth management. #fintech
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At Pascal, we're helping financial advisors be better coaches with our behavioural finance risk tolerance system InvestorEQ. https://t.co/bF2YBxsjp7
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"Technology amplified the higher need for human advice while evolving the role of a financial adviser to become that of a behavioral coach over an asset manager." Great insight from @nicolecasperson into how #fintech is changing wealth management. https://t.co/nPSHbCPGFG
workweek.com
Financial advice is going through an evolution with the emergence of wealth tech as a growing and powerful fintech subsection.
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Good to see @balderton's Rana Yared focus on solutions to "bulky workflows on archaic systems" in @Amy_EOBrien's @Siftedeu piece on #fintech ideas VCs want you to pitch in 2023. It's our focus in making the advisor's world better: https://t.co/x7Vdbm2EjH
https://t.co/Uou2jlMI7k
sifted.eu
A prolonged recession could be the furnace that forges the next great tech companies — but what will they look like? VCs weigh in
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"Technology is bringing humanity to financial planning ... it’s so much more important to empower people with financial knowledge." Great article by @nicolecasperson. #Fintech like our InvestorEQ helps investors gain confidence: https://t.co/01qF2orhD6
https://t.co/Jr6XUjuzdc
workweek.com
As our financial habits evolve, it's clear that all generations are taking a more proactive approach to their money, striving to make intelligent decisions that will benefit them in the long term.
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The @wealth__stack 2022 Survey shows wealth managers are focused on technologies to fuel growth. If you want to add more clients and deepen your client relationships, our digital engagement solutions InvestorEQ and Living Wealth can help you grow. More: https://t.co/TpK5wd2p5N
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"Clients stay loyal to their financial advisers when they recognize that they bring much more value than simply identifying top-performing investments." The @TheRudinGroup nails it in @Enterprising.🔨 Our solutions help advisors demonstrate their value. https://t.co/PqwWXlJdZQ
blogs.cfainstitute.org
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.
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"The key is to focus on what sets us apart as human beings from technology & develop these particular skills. For financial advisors, it involves providing value beyond algorithms' capability." Great lesson by @nicolecasperson on the evolution of advice. https://t.co/aSBar0AmJ9
workweek.com
Financial advice is going through an evolution with the emergence of wealth tech as a growing and powerful fintech subsection.
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Great to see Rana Yared focusing on solutions to capital markets pain points and in particular "bulky workflows on archaic systems." That's our focus in making the wealth advisor's world better; modern workflows and processes that help firms get better productivity and outcomes.
Find out why our General Partner Rana Yared is so excited about the potential for capital markets disruption in this latest piece by @Amy_EOBrien @Siftedeu 👇 https://t.co/NEsqdR3dqN
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"Client experiences have become firms’ major differentiator in a competitive marketplace." Great insights in the @F2_Strategy 2023 Outlook Report. Pascal is on trend to help firms deliver the digital client and advisor experience necessary for success. https://t.co/a5vENz6dEu
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Interesting data on the top priorities for wealth advisors this year. If you want to add more clients in 2023 and deepen your client relationships, our digital engagement solutions InvestorEQ and Living Wealth can help you grow. Learn more:
Wealth advisors are entering 2023 with a focus on their clients’ needs during a time of increased volatility. As they consider their technology spend, improving the client experience has become a top priority for advisory firms. Hear more in this webinar: https://t.co/IW54hFRHS3
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Happy Lunar New Year! 🐰 We wish everyone a 2023 filled with prosperity, luck, and good fortune.
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