Five Key Themes of Business Transformation

BNY Mellon's Pershing


Navigating a path forward

The financial services industry is undergoing sweeping transformation, presenting challenges and opportunities. How can the industry capitalize on those opportunities to reinvent itself and remain relevant to investors? To learn more, download the Summary Guide [PDF] now, or fill out the form to the right for the full research report.

Business Transformation: Navigating a Path Forward, commissioned by BNY Mellon’s Pershing and produced by Aite Group, identifies what financial services firms and financial professionals are doing to address an evolving regulatory, industry and socio-economic environment, while considering the organizational impact of an industry in transition.

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.