Pascal Executive Vice President Mark Doyle talks with Wealth Professional Canada Magazine about the limitations of the traditional KYC process, and how going beyond helps client engagement.
READ THE FULL ARTICLE
READ THE FULL ARTICLE
You Might Also Like
The future is now for wealth firms.
Make no mistake about it, digital is here to stay,” says Pascal WealthTech’s Howard Atkinson in Investment Executive's coverage of …
Pascal Wealthtech snaps up digital advisor engagement company
Wealth Professional Canada Magazine reports that Pascal’s acquisition of digital relationship marketing firm Living Wealth enhances its ability to foster deeper advisor-client relationships. READ THE FULL ARTICLE
Capgemini Top Trends in Wealth Management: 2021
Pascal is featured in Capgemini’s Top Trends in Wealth Management 2021 with the company’s streamlined platform enabling portfolio managers to focus on strengthening client relationships. Read The Full Article