Client Case Study: Getting to Market Faster with Digital Advice

BNY Mellon's Pershing


Getting to Market Faster with Digital Advice

One of our long-time clients, a leading North American bank, wanted to bring a digital advice offering to its customers to fully capture growth opportunities. It would need a proven solution backed by the experience and technology of a firm like BNY Mellon | Pershing.

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.