Pascal WealthTech

Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living Wealth

[Pascal WealthTech @PascalWealthTec]

"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

[Pascal WealthTech @PascalWealthTec]

@cetfassn 🌹🍫 Definitely!

[CETFA @cetfassn]

...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.

[Pascal WealthTech @PascalWealthTec]

Happy Valentine's Day to all the hardworking and dedicated financial advisors helping their clients fall in love with investing.

[Pascal WealthTech @PascalWealthTec]

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

[Pascal WealthTech @PascalWealthTec]

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

[Pascal WealthTech @PascalWealthTec]

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.

[Pascal WealthTech @PascalWealthTec]

@ThrivosLLC @ThrivoslLLC @TwitterSupport Done.

[Pascal WealthTech @PascalWealthTec]

"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: https://t.co/TpK5wd1Rgf

[ThinkAdvisor @ThinkAdvisor]

10 Traits of Successful Advisory Teams https://t.co/hCgA0G2Rfa

[Pascal WealthTech @PascalWealthTec]

@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.

[Pascal WealthTech @PascalWealthTec]

@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.

[Pascal WealthTech @PascalWealthTec]

"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

[Pascal WealthTech @PascalWealthTec]

@dianacabrices @ShannonRosic @lady__bost Toby says hi!

[Pascal WealthTech @PascalWealthTec]

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

[Pascal WealthTech @PascalWealthTec]

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

[Pascal WealthTech @PascalWealthTec]

@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.

[Pascal WealthTech @PascalWealthTec]

@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.

[Pascal WealthTech @PascalWealthTec]

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 https://t.co/HaWwfP8FSA