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In recent years, technology has enabled firms and advisors to deliver more sophisticated strategies and innovative services to help their clients carry out their financial plans. At BNY Mellon | Pershing, one of our most important responsibilities is to help firms stay on top of tech trends and anticipate what’s coming next. Technology has become our top conversation as we continue to explore and develop ways to help advisors help more people.

In this article, Pershing Chief Information Officer Michael Lewis and Pershing X Chief Technology Officer Dan Adler discuss three themes to consider as you evaluate technology at your own firms. 

1. Artificial Intelligence (AI) Will Play a Vital Role Now and for Years to Come
2. Evaluating Your Tech Stack Is More Important Than Ever
3. Upgrading to New Technology Doesn’t Have to Be Painful


Download the full article below to read more insights from Pershing’s top tech leaders. 

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Three Key Tech Themes for Wealth Management Firms



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