Consulting and Implementation

Plug in to a Community of Experts

Our team of professionals help clients run a successful wealth management business by:

  • Working closely with clients to help develop their strategy and support its implementation with accountability
  • Helping clients define a digital pathway and refine their business growth plans, operations and solutions implementation
  • Using data, research, expertise and tools to empower clients to make well-educated business decisions and facilitate connections among BNY Mellon | Pershing and industry experts

We customize each engagement through a process of discovery, recommendation and execution, making it easy for clients to do business.

  • Supporting CLIENTS with strategic planning and tactical implementation of core business-building functions
  • Partnering with INDUSTRY EXPERTS, gaining extensive knowledge of industry trends, insights, and best practices
  • Bringing in PERSHING SMEs where appropriate and ensure client needs are recognized and addressed

Our team comprises six practices, each bringing unique value, simplifying the complexities of technology, business, and operations for clients.

Our teams work closely with each client’s Pershing relationship team to ensure alignment.

Case Studies

By delivering more than insurance and investment products, focusing on higher net-worth clients.

Broker-Dealer offered technical and basic product training on investment solutions, yet saw their opportunity to differentiate their service was not realized.

A large wealth management firm promoted staff into people management roles and none of these individuals had prior experience or training on managing people.

RIA firm looking to make Salesforce their central repository of data for operations team, advisors and streamlining account opening.

Ask how we can help transform
your business