Director/Board Governance/Business Strategy/Risk Management

Toronto
Joined May 2011
Howard Atkinson retweeted
Our strategic wealthtech partnership with @interVal_ai is making news in @t3techhub ⬇️ t3technologyhub.com/fusioniq…
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Howard Atkinson retweeted
We're turning up the volume at #Consensus2024 as FIQ Market One is revolutionizing the conventional investment model!🔊 Connect with @SeanRistau at @consensus2024 to learn more about how we're bringing digital assets, alts, private investments, and ETFs into a single market.
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Howard Atkinson retweeted
"This latest collaboration intends to strengthen FusionIQ One, the platform, and its automated proposal generator and portfolio screening capabilities." Thank you @BankerNews for sharing the #fintech news of our integration with FinMason. privatebankerinternational.c…
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Howard Atkinson retweeted
Excited @YahooFinance shared the news we're integrating FinMason’s investment data into the FusionIQ One platform, providing analytics for our portfolio screening and powering our automated proposal generator that delivers personalization at scale. finance.yahoo.com/news/fusio…
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Howard Atkinson retweeted
Thank you @talk_fintech for sharing the news of our FusionIQ One integration with FinMason. Partnering with #fintech leaders through our API Integration Suite, we're making it easy for financial advisors and institutions to be digital wealth leaders. talkfintech.com/quick-bytes/…
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Happy Valentine's Day to all the hardworking and dedicated financial advisors helping their clients fall in love with investing.
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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/investo… investmentexecutive.com/news…
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Interesting data from @CBinsights' 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.
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"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/solutio…
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"Digital helps us become more human." Great insights from @briansolis. We help advisors have better relationships, demonstrate appreciation and nurture loyalty with InvestorEQ & Living Wealth. Let our innovation drive your growth: pascalwealthtech.com/solutio… forbes.com/sites/briansolis/…
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Good @FT_PWM story by @YuriBender 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-Parib…
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Great to see #DigitalTransformation trending! Here's our CEO @HowardAtkinson 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
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At Pascal, we're helping financial advisors be better coaches with our behavioural finance risk tolerance system InvestorEQ. pascalwealthtech.com/investo…
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"Technology amplified the higher need for human advice while evolving the role of a financial adviser to become that of a behavioral coach over an asset manager." Great insight from @nicolecasperson into how #fintech is changing wealth management. workweek.com/2023/01/24/weal…
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Good to see @balderton's Rana Yared focus on solutions to "bulky workflows on archaic systems" in @Amy_EOBrien's @Siftedeu piece on #fintech ideas VCs want you to pitch in 2023. It's our focus in making the advisor's world better: pascalwealthtech.com/solutio… sifted.eu/articles/six-finte…
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"Technology is bringing humanity to financial planning ... it’s so much more important to empower people with financial knowledge." Great article by @nicolecasperson. #Fintech like our InvestorEQ helps investors gain confidence: pascalwealthtech.com/investo… workweek.com/2023/01/26/weal…
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The @wealth__stack 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/solutio…
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"Clients stay loyal to their financial advisers when they recognize that they bring much more value than simply identifying top-performing investments." The @TheRudinGroup nails it in @Enterprising.🔨 Our solutions help advisors demonstrate their value. blogs.cfainstitute.org/inves…
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"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 @nicolecasperson on the evolution of advice. workweek.com/2023/01/24/weal…
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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.
Find out why our General Partner Rana Yared is so excited about the potential for capital markets disruption in this latest piece by @Amy_EOBrien @Siftedeu 👇 hubs.la/Q01z2qKt0
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