The Digital Difference: How to ‘Wow’ with Client Onboarding

BNY Mellon's Pershing


How to Wow with Client Onboarding

Client onboarding is a crucial—yet often underrated—part of the advisor customer experience, and an increasing area of focus for clients that expect a digitally-savvy service offering. Clients expect it to be easy, fast and efficient, similar to experiences they have when interacting with other consumer solutions like banking or mortgage providers. Download this article to learn the benefits of having an efficient digital onboarding experience.

BNY Mellon's 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.