Technology Strategy: Where Are Clients Heading Next?

Leaders from 17 firms, representing various broker-dealer and advisory firms joined Pershing for its fall Technology Advisory Board meeting. During this recent meeting, members engaged in discussion on five key themes:

1. Client experience
2. Integrations
3. Business analytics & insights
4. Technology adoption
5. Regulatory technology

Download the article to learn more about key insights and priorities from TAB.

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Sonjii Ivey

Sonjii Ivey is a Director in Client Technology Solutions at BNY Mellon | Pershing. As an advocate for clients, Sonjii leads client engagement initiatives to understand the needs of wealth management clients and to influence the development of new or enhanced products and services offered by Pershing.