Wealth Management: Salesforce, BNY Mellon’s Pershing X to Support Advisor Productivity
Salesforce has collaborated with BNY Mellon’s Pershing X, a startup technology unit within BNY Mellon | Pershing, “to build two new client onboarding and engagement apps that will power connected and data-driven experiences for wealth management clients.” When available, the apps will integrate Pershing X’s… Read More
Read more in: Fintech | Tagged bny mellon, client onboarding, data, pershing x, salesforce, wealth management
