Banks

Pershing Services for Banks

Banks compete aggressively for brokerage client assets by offering stocks, options, bonds, mutual funds, and insurance products through in-branch investment professionals. Some have built sophisticated capital markets trading capabilities; others have established discount brokerage services for clients who want low-cost trading services.

These business initiatives require additional operational and administrative support, such as trade execution, clearance, data processing, reporting, and product development support services. Every situation requires a tailored program that incorporates the flexible services necessary to support banking organizations.

As a global leader in providing business solutions to banks, Pershing is in an excellent position to give banks the services they need at a price that makes sense.