Bank-Affiliated Broker-Dealers

Bank-Affiliated Broker-Dealers

How can you build a compelling offering—one that includes best-in-breed cash management, credit, investment, and wealth management services? Outsource to Pershing for the resources you need. Working with us, you can offer a vast array of global investment and wealth management solutions, customized under your own brand—and without the cost and headaches of in-house development.

Our flexible, global open-architecture platform works seamlessly with your existing business processes and systems. Whether your bank is national, regional, community, or a credit union located within or outside the United States, Pershing offers customized mutual fund wrap programs, cash management products, and sales and marketing support.

You can also turn to Pershing for sophisticated business and practice management solutions. We can help you implement marketing campaigns, training programs, recruiting strategies, and much more.

How We Support Bank-Affiliated Broker-Dealers
  • Customized, private-labeled products and services that integrate with your banking business and promote your own brand
  • Comprehensive, best-of-breed, global cash, wealth management, and asset and liability management solutions
  • A consultative, unconflicted approach with an experienced, dedicated relationship management team
  • Flexible, scalable technology that supports your home office and branches
  • Seamless workflow and straight-through processing
  • Dedicated business, marketing, and practice management resources

Contact us to learn how we can help grow your business without limits.

World-class financial services to support an evolving, global market

A Competitive Edge

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