Less is More: A Client-Centric Approach to Operational Efficiency in the Digital Age

BNY Mellon's Pershing


Less is More

Wealth managers who wish to remain competitive are putting a renewed emphasis on the importance of operational efficiency and digital business models to streamline processes for greater productivity and results. The more output a firm realizes from a given level of input, the more efficient its operations. Maximizing operational efficiency leads to lower costs, higher margins and faster growth. Download this article to learn the advantages of a client-centric approach to operational efficiency in the digital age.

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BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and 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 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.