Pascal for Credit Unions

 

Wealth management is a growth opportunity for credit unions. The Pascal platform fits naturally into credit union operations as our values-based, highly personalized approach helps advisors develop deep relationships with members. Integrated digital technology delivers operational efficiencies to provide wealth management to a broader membership base. Better serve and retain members by offering the advice they need as their capital grows.

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84%

of advisors said reducing stress would have a positive effect in their business or personal life.

Financial Planning Association War on Stress Report 2019

66%

of investors say they trust their investment firm more because of increased use of technology.

CFA INSTITUTE EARNING INVESTORS TRUST SURVEY 2020

63%

of advisors say not communicating with clients in a way they expect would cause them to leave their advisor.

2020 Natixis Global Survey of Financial Professionals

Integrated Behavioural Finance with InvestorEQ™

Pascal’s InvestorEQ™ uses behavioural science to create advanced KYC/CKY (Client Know Yourself) profiles and integrates them into every part of the wealth management practice, from compliance to investing and member communications to deepen your member relationships.

Seamless Digital Onboarding

 

Pascal integrates global technology partners to deliver 100% digital onboarding, enhancing the member experience while saving time and minimizing risk.

Intelligent Portfolio Builder

From advanced algorithms to model portfolios, Pascal delivers the most comprehensive suite of intelligent portfolio planning tools available for portfolio managers in an integrated platform.

Streamlined Digital Compliance

 

Digital compliance creates a highly efficient, paperless process reducing time and costs on administration, saving advisors up to 50% of admin time while minimizing risk and building trust.

Mobile App

 

Let your members communicate with you and access their investment portfolio on their preferred device whenever they want and wherever they are with the Pascal mobile app.

White-Labelling

 

The Pascal platform and mobile app can be white-labelled to promote your credit union’s brand to your members.

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Goals-based Planning

Goals-based wealth planning tools set expectations around member goals producing better investment outcomes and member engagement.

Enhanced Client Engagement

 

Integrated CRM, secure video and messaging, and content engagement hub all work with advanced InvestorEQ™ profiles to deliver highly personalized and real-time communications to build member engagement, retention, loyalty and referrals.

Seamless Digital Integration of Back-Office Services

From compliance to reporting, trade execution and custody services, Pascal seamlessly integrates the back-office to remove the complexity from an advisor’s day-to-day, minimize risk and realize operational efficiencies.

Customized Workflows and Alerts

 

Customized workflows and alerts at both the advisor and branch level enable advisors to organize their day-to-day while fitting within the credit union’s operating and compliance structure.

Flexible Custodian Structure

Pascal’s flexible custodian structure enables the platform to work with multiple custodians.

Peace-of-Mind Platform Security

 

Pascal’s fully secure platform built on audited industry standards delivers peace-of-mind to advisors and members.

Dedicated Concierge Team

 

Our best-in-class user experience starts with a concierge team that is committed to your success. Our specialists provide the dedicated support and easy to understand training your organization needs to realize the full benefits of our integrated digital platform.

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