Pascal WealthTech

"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 youtu.be/xLM0VcFkOS0

@cetfassn 🌹🍫 Definitely!

...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.

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: pascalwealthtech.com/investoreq investmentexecutive.com/news/industry-…

@katie_schiefer @readthepeak You're welcome! We would, too.

@PascalWealthTec @readthepeak Thank you!! Would love to catch up with the team.

Bringing the news from LinkedIn to Twitter-- I've joined @readthepeak to head up community. A new challenge that I am really excited about. More to come but had to share 😃

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.

@ThrivosLLC @ThrivoslLLC @TwitterSupport Done.

"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: pascalwealthtech.com/solutions

@temurdur We think @nicolecasperson said it well in her 2023 fintech aspirations article, "the fintech revolution has only just begun ... fintech is no longer a trend but an integral part of the financial industry and society." It will be interesting to see it evolve and mature.

@PascalWealthTec i think it’s especially relevant as we’re watching some very highly anticipated trends, such as a permanent shift to online shopping, submerge after the early days of the pandemic

Here’s a great quote from Jean Paul Chauvet, CEO of Lightspeed Commerce Inc., that’s relevant for all businesses — in the tech sector, in Canada, or otherwise. Still, analysts say investors aren’t willing to giving $LSPD a “free pass.” Full story, ICYMI: theglobeandmail.com/business/artic…

@MPacurarM "Fintech and big banks need to work together; the combination between the two is far more powerful than either one going alone." We couldn't agree more.

"There is always deeper meaning behind the things that we do: togetherness and celebration of new beginnings."

"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: pascalwealthtech.com/solutions forbes.com/sites/briansol…

@dianacabrices @ShannonRosic @lady__bost Toby says hi!

@PascalWealthTec @ShannonRosic @lady__bost Omg. Hi Toby!! 😍😍😍

Don’t let this face fool you - he’s been a terrorist today 🫣

@ShannonRosic @dianacabrices @lady__bost Pascal's Chief Happiness Officer Toby modelling our swag.

@dianacabrices @lady__bost So cute! I have an Aussie at home that I affectionately call an ausshole 😂 too smart for their own good.

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. pwmnet.com/FinTech/BNP-Pa…

@SamanthaTwenty @ThinkAdvisor Good advice as always. Go beyond the financial will be increasingly important as Deloitte highlighted in their "optimizing the wealth consumer engagement journey" report. We're helping advisors deliver on this objective with our client engagement & loyalty program Living Wealth.

What are the biggest marketing opportunities for advisors this year? I laid my top 9 predictions out - via @ThinkAdvisor What do you think? Agree or disagree with any?

@YuriBender @MariamRassai @BNPP_Wealth @FT_PWM @TheRudinGroup @UrsBolt @dougofritz @LizFritz319 @thepsironi Great to see more wealth managers working with #fintechs to integrate digital engagement tools. Our Advisor Success Platform provides advisor-client messaging as well as integrated video to deliver a better client experience & keep communications within a compliance framework.

Vital for banks to work with #fintech start-ups and clients when designing digital services, as described here by @MariamRassai of @BNPP_Wealth in @FT_PWM, would be good to hear views of @TheRudinGroup @UrsBolt @dougofritz @LizFritz319 @thepsironi

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 youtu.be/pUh0ugIWcss