April 18, 2013
JERSEY CITY, N.J., - Pershing LLC, a BNY Mellon company, today announced the availability of a new guidebook: Creating Growth Through Optimal Use of a CRM System. The guidebook provides advisors with best practices for optimizing CRM solutions to operate more efficiently and drive growth, as well as a comprehensive overview of the software's capabilities.
"Whether your business is centered around a CRM system, a portfolio management system or a workstation like NetX360®, a limitation of technology is that it is only as good as the business improvement it drives and the readiness of team members to use it effectively," said Lucille Mayer, co-chief information officer at Pershing. "To fully take advantage of modern CRM capabilities, executives must lead by clearly communicating the goals and purpose of the CRM system, requiring training participation for all users, and incorporating the CRM system into their own daily activities."
"CRM technology can be an essential tool for advisors to enhance efficiency, improve communication with clients and prospects and ultimately attract and retain more business. Yet many acknowledge they are not fully tapping-into the power of their CRM system," said Spenser Segal, chief executive officer of ActiFi. "The guidebook provides insight on CRM best practices that, when implemented, can help advisors better leverage the technology into their firms."
Highlights from the guidebook include:
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 approximately 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. As of June 30, 2018, BNY Mellon had $33.6 trillion in assets under custody and/or administration, and $1.8 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.