Digital self-service tools that aid in increasing advisor and investor efficiency are often (and understandably) met with professional skepticism. Yet, resistance or not, change is happening—the pace of which is exponentially increasing, driven by always-on information demands from consumers and the hyper-connectivity of communication technology. The advisor and wealth management space is no exception. Simply put, investors want more digital interaction with the firms and advisors with which they partner, and tech-savvy practices are responding with self-service applications to better respond to “anytime, anywhere” expectations of their clients. Download this article to learn about how self-service tech tools can help you transform your business.
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.