ORLANDO, Fla., June 3, 2015 /PRNewswire/ – At its INSITE™ 2015 conference, Pershing LLC, a BNY Mellon company, today announced a multi-faceted digital enablement strategy designed to revolutionize how advisors and investors work together in 2015 and beyond.
Pershing’s new technology strategy focuses on helping advisors advance along the digital spectrum by providing them with digital capabilities to heighten the investor-advisor experience.
“Our digital enablement strategy is a client-focused approach that has been designed to help advisors unleash the full potential of various digital capabilities. It is important to extend our strategy beyond just digital advice to enable advisors to deliver a comprehensive digital experience that allows for faster, more meaningful connections with investors.”
Pershing will offer advisors a selection of adaptive digital advice solutions, including customizable tools that will give advisors the flexibility to maintain ownership of their clients‘ assets, leverage their own investing models and easily access solutions through Pershing’s NetX360® platform for advisors and NetXInvestor® for their clients.
Pershing is working to improve clients‘ technology savvy, or digital quotient, to help them better understand how technology can meet their unique business needs, improve efficiencies and help to enrich client interactions and relationships.
As part of its data-centric and decision science strategy, Pershing is focused on digitizing existing services through more automation, trend analysis tools, data visualization, and leveraging predictive analytics to provide advisors with meaningful data-driven insights to help them manage risk and drive new revenue opportunities.
About Pershing Pershing and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, registered investment advisor firms and wealth managers.