Evolving Efficient Tech Solutions to Better Serve Clients
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.
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.