Service aims to assist advisors with remote client engagement during this challenging period
Pascal Financial has announced the launch of Prevail by Pascal, an advisor-client engagement bundle designed to help financial advisors with remote client management.
The new technology bundle is offered to Canadian advisors for free until July1.
In a press release issued by the emerging wealthtech firm, it emphasised how many wealth management firms have had to cancel face-to-face client meetings to protect clients because of social distancing requirements during the COVID-19 crisis. As a result, Prevail by Pascal supports advisors by helping improve client interactions during these unprecedented times through 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stress testing analytics illustrating black-swan events to help clients better understand their investments in a historical reference;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.
Frances Zomer, CEO of Pascal, said: “Pascal is here to support advisors during these highly uncertain and challenging times, delivering the technology to provide clients with that important human touch.
“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.”
Head to the Pascal Financial’s website for more details about the bundle. Meanwhile, 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.
