Paschal Cleese's Professional Contact Details

Mobile Number (Verified)
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HQ
+1416-724-4783
Location
Rogers, Arkansas

Paschal Cleese's Current Company Details

Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal Advisor Success Platform provides an end-to-end solution for credit unions, independ...
Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal Advisor Success Platform provides an end-to-end solution for credit unions, independent advisors, family offices, portfolio managers, and enterprise wealth management firms, delivering the modern workflows and processes required to scale and grow the advisor practice. Its best-in-class user experience seamlessly brings together onboarding, compliance, behavioural finance informed risk tolerance, team management, account management, and client engagement including CRM, video, messaging, and marketing to make the advisor's world better and delight clients.In addition to its platform as a service (PaaS) solution, Pascal offers additional digital solutions for financial advisors. InvestorEQ, the advanced behavioural finance risk tolerance tool at the centre of the platform, is available to financial advisors as a standalone product. InvestorEQ helps advisors gain deeper insights into their clients investing behaviours and gives clients a deeper understanding of their own investing behaviours and motivations resulting in increased client engagement, greater share of wallet, more referrals and increased prospect conversion rates.Living Wealth is Pascal's digital engagement and client loyalty program designed and built for wealth advisors. Living Wealth helps financial advisors fully engage with their clients delivering exclusive access to inspiring content, memorable experiences, and meaningful privileges through an advisor-branded engagement platform as well as a weekly newsletter sent on the advisor's behalf. The platform's automated referral engine means advisors can also go deeper into their client networks to effortlessly grow their client base. And the exclusive rewards help advisors demonstrate their value to prospects.
technology
finserv
investment
investment strategy
digital transformation
wealthtech
advisortech
advisertech
wealth management
financial technology
financial software
software
digital technology
digitialtech
fintech
financial services
saas
paas
information technology & services
computer software
software development
investment management
finance technology
cloud computing
enterprise software
enterprises
b2b

Paschal Cleese's Work History and Education

Pascal WealthTech
Accountant
2022 - Present
Aimbridge Hospitality
VP Finance
2019 - 2022 • 3 years
Millennium Hotels and Resorts
Head of Finance US
2010 - 2011 • 1 year

Frequently Asked Questions about Paschal Cleese


What company does Paschal Cleese work for?

Paschal Cleese works for Pascal WealthTech.

What is Paschal Cleese's role at Pascal WealthTech?

Paschal Cleese's role at Pascal WealthTech is Accountant.

What is Paschal Cleese's email address?

Paschal Cleese's email address is p**@pascalwealthtech.com.

What is Paschal Cleese's business email address?

Paschal Cleese's business email address is p**@pascalwealthtech.com.

What is Paschal Cleese's direct mobile number?

Paschal Cleese's direct mobile number is (303) XXX-XXXX.

What is Paschal Cleese's HQ phone number?

Paschal Cleese's HQ phone number is +1416-724-4783.

What industry does Paschal Cleese work in?

Paschal Cleese works in the Information Technology & Services industry.

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