Tagged: pershing x

Wealth Management: Salesforce, BNY Mellon’s Pershing X to Support Advisor Productivity

August 24, 2023 @ 6:22 am By Omar Faridi |

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

BNY Mellon’s Pershing X Introduces Wove, a Wealth Management Platform

June 8, 2023 @ 5:30 pm By Omar Faridi |

BNY Mellon’s Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), debuted Wove, a wealth management platform that integrates the technology tools advisors use into a single, data-driven platform. Pershing X President Ainslie Simmonds, said: “When building Wove, we went beyond just… Read More

Read more in: Fintech | Tagged bny mellon, data, digital technology, integration, pershing x, update, wealth management