Happy Lunar New Year! 🐰 We wish everyone a 2023 filled with prosperity, luck, and good fortune.

Interesting data on the top priorities for wealth advisors this year. If you want to add more clients in 2023 and deepen your client relationships, our digital engagement solutions InvestorEQ and Living Wealth can help you grow. Learn more: pascalwealthtech.com/solutions

"Client experiences have become firms’ major differentiator in a competitive marketplace." Great insights in the F2Strategy 2023 Outlook Report. Pascal is on trend to help firms deliver the digital client and advisor experience necessary for success. f2strategy.com/report/2023-ou…

Great to see Rana Yared focusing on solutions to capital markets pain points and in particular "bulky workflows on archaic systems." That's our focus in making the wealth advisor's world better; modern workflows and processes that help firms get better productivity and outcomes.

"The key is to focus on what sets us apart as human beings from technology & develop these particular skills. For financial advisors, it involves providing value beyond algorithms' capability." Great lesson by Nicole Casperson on the evolution of advice. workweek.com/2023/01/24/wea…

"Clients stay loyal to their financial advisers when they recognize that they bring much more value than simply identifying top-performing investments." The 🛫 April Rudin 🌏 nails it in @Enterprising.🔨 Our solutions help advisors demonstrate their value. blogs.cfainstitute.org/investor/2023/…

The WealthStack 2022 Survey shows wealth managers are focused on technologies to fuel growth. If you want to add more clients and deepen your client relationships, our digital engagement solutions InvestorEQ and Living Wealth can help you grow. More: pascalwealthtech.com/solutions

"Technology is bringing humanity to financial planning ... it’s so much more important to empower people with financial knowledge." Great article by Nicole Casperson. #Fintech like our InvestorEQ helps investors gain confidence: pascalwealthtech.com/investoreq workweek.com/2023/01/26/wea…

Good to see Balderton Capital's Rana Yared focus on solutions to "bulky workflows on archaic systems" in Amy O'Brien's Sifted piece on #fintech ideas VCs want you to pitch in 2023. It's our focus in making the advisor's world better: pascalwealthtech.com/solutions sifted.eu/articles/six-f…

Great to see #DigitalTransformation trending! Here's our CEO Howard Atkinson talking at the WealthTech Summit about how digital technology is transforming the ways financial advisors engage clients and deliver personalization in wealth management. #fintech youtu.be/pUh0ugIWcss

Good PWM story by Yuri Bender on how #fintech start-ups help wealth managers improve client experiences. Our digital platform delivers client messaging & integrated video for better client experiences and communications within a compliance framework. pwmnet.com/FinTech/BNP-Pa…

"Digital helps us become more human." Great insights from Brian Solis. We help advisors have better relationships, demonstrate appreciation and nurture loyalty with InvestorEQ & Living Wealth. Let our innovation drive your growth: pascalwealthtech.com/solutions forbes.com/sites/briansol…

"60% of high-growth [financial advisory] practices use SOPs." That's impact. It's why digital client engagement systems like our Living Wealth & InvestorEQ are so important to firms that want to grow. Learn how our systems can help your wealth firm grow: pascalwealthtech.com/solutions

Interesting data from CB Insights' 2023 Fintech Trends to Watch webinar today. Early-stage #fintech companies took a larger share of deals than ever before. Fintech innovation is growing and demand for better digital experiences makes it an integral part of financial services.

Behavioural engagement systems like our InvestorEQ are increasingly important in volatile markets. If you're a financial advisor looking to have better conversations with your clients around risk, we invite you to try InvestorEQ: pascalwealthtech.com/investoreq investmentexecutive.com/news/industry-…

Happy Valentine's Day to all the hardworking and dedicated financial advisors helping their clients fall in love with investing.

...and we would add an extra candy heart, long-stemmed rose, piece of chocolate, etc. for #financialadvisors who create a perfect match between their clients and low-cost, tax-efficient #ETFs.

"Life is tough, don't give up, stay focused, and persevere." Wise counsel from Pascal WealthTech founder Frances Zomer to young women coming up in their careers. On #InternationalWomensDay, we celebrate amazing women inspiring new generations. #IWD2023 youtu.be/xLM0VcFkOS0