December 19, 2019 News Releases 4 mins read

Behavioural Finance Leaders Join Canadian Fintech Pascal Financial

Pascal Financial adds behavioural finance experts to launch best in class client profiling for their integrated digital wealth management platform.

Pascal Financial, an emerging wealthtech leader driving growth for the wealth management industry, has announced its partnership with Prasad Ramani and Alain Samson, PhD, two well-known experts in the field of behavioural finance. Prasad will serve as Chief Strategist — Behavioural Finance and Alain as Chief Scientific Advisor — Behavioural Research.

Prasad Ramani, Chief Strategist — Behavioural Finance
Alain Samson, Chief Scientific Officer — Behavioural Research

We’re excited to welcome Prasad and Alain as strategic advisors to the growing Pascal Financial team,” said Frances Zomer, CEO of Pascal. “They have distinguished themselves as leaders in the growing field of behavioural finance and will have a critical role to play as we integrate behavioural finance into the InvestorEQ component of our platform. Behavioural science informed InvestorEQ not only helps advisors better understand, engage and serve their clients, it helps guide compliance at every stage of the investment process.”

“Prasad and Alain are helping Pascal apply the scientifically proven investor assessment methods they’ve developed in their behavioural finance firm Syntoniq to enable advisors and clients to gain an in depth understanding of the behavioural levers that influence financial decision-making,” added Frances. “This greater focus on the client and the important issues that motivate their investing is the future of advice. Advisors using these behavioural assessment tools will benefit from enhanced client engagement and deeper KYC (Know Your Client) while significantly reducing the cost of administration.”

With more than 20 years of experience in quantitative finance, Prasad Ramani is a recognized leader in behavioral finance strategy, applying cutting-edge research in behavioural science to usable tech applications in financial services. Prasad is an expert guest speaker in Behavioural Finance at the London School of Business and a peer reviewer for the Journal of Behavioural Finance. Prasad has a Master of Science degree in Quantitative Computational Finance from the Georgia Institute of Technology and is a Chartered Financial Analyst.

Alain Samson is a leading behavioural scientist with more than 13 years of experience working with companies on behavioral science theory, methodology and applications. He is the founder of the Behavioral Economics Group on LinkedIn with more than 41,000 members, editor of the Behavioral Economics Guide and a behavioural science columnist with Psychology Today. Alain has a PhD in Social Psychology from the London School of Economics and Political Science and a Master of Arts in Sociology from the University of Michigan.

In addition to enhancing the InvestorEQ module for Pascal’s digital wealth management platform, Pascal plans to roll out new behavioural finance tools early next year for individual advisors, dealers, employee benefits programs and insurance companies. Prasad and Alain, who co-founded Syntoniq, a US-based behavioural finance firm, will serve as strategic advisors, integrating their research and technology with Pascal. The standalone tools are an easy first step for advisors considering the fully integrated Pascal platform.

About Pascal Financial

Pascal Financial designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, family offices, portfolio managers and enterprise wealth management firms. From its best-in-class user experience, to 100% digital onboarding and compliance, InvestorEQ behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools including mobile app, Pascal makes the advisor’s world better.

Learn more at:

Media Contact

Douglas Anweiler, VP, Marketing
(416) 898–3144

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  • Douglas Anweiler

    Douglas Anweiler is Chief Brand Officer at Pascal WealthTech. He has more than 30 years of executive experience leading branding, marketing, communications and business development programs in the political, non-profit, private equity and venture capital sectors. Over the past two decades, Doug has built more than a dozen brands in the aerospace, technology, food & beverage and hospitality & tourism industries.