PERSPECTIVES

Insight into what matters

TECHNOLOGY

Three Key Tech Themes for Wealth Management Firms

Pershing’s top tech leaders discuss AI, tech stacks and changing technology.

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PERSPECTIVES

Driving Forward

An Interview with Sareena Dalla Brookshire.

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Evolving Efficient Tech Solutions to Better Serve Clients

Technology Strategy: Where Are Clients Heading Next?

Evolving Efficient Tech Solutions to Better Serve Clients

SEPTEMBER 21, 2023
 

SONJII IVEY

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

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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Sonjii Ivey

Sonjii Ivey is a Director for Digital Product Client Engagement 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.

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