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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Technology Strategy: Where Are Clients Heading Next?

Technology Strategy: Where Are Clients Heading Next?

Technology Strategy: Where Are Clients Heading Next?

FEB 9, 2023
 

SONJII IVEY

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

Technology Strategy: Where Are Clients Heading Next? 

 

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

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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.

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