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Twice a year, we host our Technology Advisory Board meeting to review the trends impacting clients alongside our strategy and roadmap. As we all face opportunity when it comes to technology, we wanted to share a few reflections and insights from the meeting.


The meeting, which represented leaders from 19 broker-dealer and advisory firms, focused on the following themes:

  • Integration Strategy
  • Advisor and Client Onboarding
  • Operational Efficiency
  • Artificial Intelligence
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Evolving Efficient Tech Solutions to Better Serve Clients

Read the latest insights from Pershing’s Technology Advisory Board (TAB) meeting that shares key insights on 2023 technology priorities.

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