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.
Pascal CEO Howard Atkinson in Wealth Professional Canada Magazine on why many financial advisors are still reluctant to embrace digital tools and go beyond the status quo. Read The Full […]
Wealth Professional Canada Magazine reports on how Pascal’s behavioural finance tool InvestorEQ promises to transform practices with increased client connection and impact. Read The Full Article
Coverage in Investment Executive on the launch of Pascal’s InvestorEQ behavioural finance tool as a standalone product for advisors. Read The Full Article