Pascal Financial, an emerging wealthtech company, has announced that their digital advisor tech bundle Prevail, which has been offered for free to financial advisors since March 31st, will continue to be free for advisors until September 1st. The digital advisor tech bundle, which includes many of the client engagement modules from Pascal’s fully integrated, AI-powered wealthtech platform, is designed to help advisors engage clients and grow their business during the economic crisis brought on by the pandemic.
With many financial advisors struggling to adapt their business to changes required from COVID-19 and the resulting economic crisis, Prevail 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stress testing analytics illustrating black-swan events to help clients better understand their investments in a historical reference.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.
“We have extended our Prevail offer through the summer months as advisors recognize the need to integrate new digital technologies into their practices,” said Sara Hilliard, COO of Pascal. “Pascal wants to help advisors make that adjustment to the digital tools that will help them grow their businesses and we don’t want the cost of technology to be a barrier at this critical stage. Working together, we can help advisors come out of this pandemic stronger for themselves and their clients.”
Advisors can learn more and sign up for Prevail here: https://pascalfinancial.com/prevail
In addition to Prevail, Pascal has also been offering advisors a free, 12-part webinar series with financial industry thought leaders. The Prevail webinars are designed to support advisors through these challenging times with thoughtful discussions and content and actionable takeaways. You can learn more about Pascal’s free financial advisor webinar series here: https://pascalfinancial.com/prevail/webinars
Pascal is making a donation to the Canadian Mental Health Association (CMHA) for every Prevail advisor subscription, to help the CMHA 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: https://cmha.ca/news/covid-19-and-mental-health