Wealth management firms have increasingly canceled face-to-face client meetings to protect the safety and well-being of their clients due to social distancing requirements during the COVID-19 crisis. Prevail by Pascal supports advisors by helping improve client interactions during these unprecedented times through innovative engagement features including:
– Remote client engagement tools including secure inbox and messaging, learning hub and content management, hassle-free video conferencing, call requests and scheduling management.
– Portfolio stress testing analytics illustrating black-swan events to help clients better understand their investments in a historical reference.
– InvestorDNA, Pascal’s behavioural finance assessment tool providing client insights on individual levers driving financial decision making.
“Pascal is here to support advisors during these highly uncertain and challenging times, delivering the technology to provide clients with that important human touch,” said Frances Zomer, CEO of Pascal. “Pascal wants to do our part to help advisors’ level up, engage and prevail with their clients. We are grateful for the support of industry leaders including Starlight Capital, Fidelity Clearing Canada, Morningstar and GWP Brand Engineering who recognize the importance of this initiative and are helping to deliver Prevail to advisors for free.”
Advisors can learn more about the Prevail client-advisor engagement bundle and sign up for the special technology service here:
For every Prevail advisor subscription, a donation will be made to the Canadian Mental Health Association (CMHA) to continue its mission of care and mental health advocacy. CMHA has created online resources to help people cope during the crisis. You can read more at:
About Pascal Financial
Pascal Financial launched the only fully integrated, AI-powered digital wealth management platform built for advisors in Canada in the first quarter of 2020, with future launches planned for the U.S. and Cayman Islands. Led by a senior management team with more than 100 years of financial services industry experience, Pascal changes the game for wealth management firms. With proprietary AI investment algorithms, design-first mentality and robust portfolio management tools, Pascal delivers the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services industry.
Learn more at: www.pascalfinancial.com
Douglas Anweiler, VP, Marketing