July 23, 2012
JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, today announced the launch of a four-part technology webcast series designed to educate broker dealers and investment professionals on how to take advantage of technology solutions available through NetX360® to support the growth of their businesses, enhance their service model and increase the time they spend with their clients.
NetX360 is used by Pershing's introducing broker-dealers, investment professionals and registered investment advisors – a total of more than 100,000 registered users. The platform is built to simplify users’ daily tasks, enabling them to save time, reduce errors and accomplish more.
The webcast series will cover various timely and mission-critical topics, including getting the most out of mobile technology, client onboarding, grouping, task management tools, reports and client meeting documents. The series will also demonstrate how users can group accounts and clients in different ways to better understand the value of relationships.
“We are continually enhancing and expanding NetX360's functionality to keep pace with our customers’ evolving business needs,” said Michelle Gutierrez, Director of Technology Customer Engagement at Pershing. ”The demand for ‘anytime, anywhere’ mobile access is just one of the factors that has brought about a sea of change in the way investment professionals manage their business and interact with clients, and we are dedicated to helping our customers navigate this new landscape. These live events will help educate firms and investment professionals on how to get maximum value from NetX360’s latest features, streamline their workflow and, ultimately, better serve their clients.”
The first webcast in the series, Enhance Your Client Relationships & Grow Your Business, took place on July 20 and was geared toward broker dealer operations personnel. This webcast will be repeated on July 27 and will be aimed at investment professionals and registered investment advisors. Each event in the series will take place twice, each meeting the needs of these two different audiences.
Other topics covered in the series will include:
These webcasts are by invitation only for Pershing customers. For more information on other sessions in Pershing’s Technology Forum and the Education and Development webcast series visit: www.pershing.com/events
About BNY Mellon's Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Additional information is available on pershing.com, or follow us on Twitter @Pershing.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Dec. 31, 2017, BNY Mellon had $33.3 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.