BNY Mellon’s Pershing (┬źPershing┬╗) announced the next generation of technology solutions for advisors and wealth management professionals at its flagship INSITE 2022 conference.
┬źWe are launching our next generation professional platform, NetX360+,┬╗ said Tim Foley, Chief Technology Officer of BNY Mellon Pershing.
Expertise and efficiency are at the center of this latest round of upgrades with the introduction of the new NetX360┬«+ platform and enhancements to its NetXServices integration portal, according to company information.
Both have been optimized to deliver a more intuitive and seamless user experience, from the advisor experience to operations and business processing, the company added.
┬źIt works with you as a personal digital partner, the more you engage with it, the more it provides a curated experience, including insights tailored just for you. We have an incredible amount of data that we use to make the experience smarter, more personalized and more intuitive. It’s extremely powerful, uncovering better ways to serve customers and specific opportunities to grow the business,┬╗ Foley added.
NetX360+ equips advisors with a more streamlined user interface and intuitive experience that includes hyper-personalization based on the user’s individual profile and usage patterns; machine learning-based search results for faster access to relevant data; new data based on customer behavior and market activity that highlights recommended best actions to proactively support customer needs and business growth opportunities; and integrated learning through a digital adoption platform to help users achieve faster mastery of new features and tools.
The NetXServices integration portal, Pershing’s next-generation integration source launched last year, has been enhanced on several fronts.
The portal now offers an easy way to access all integration capabilities, including one of the fastest account openings in the market.
Pershing’s integration hub offers real-time, bi-directional data synchronization with a growing network of integrated third-party vendors. A build once, deploy many framework significantly reduces the time required for customers to complete new integrations.