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Archived Home Perspectives Three Key Tech Themes for Wealth Management Firms

  FEBRUARY 29, 2024


Michael Lewis
Chief Information Officer
BNY Mellon | Pershing

Dan Adler
Chief Technology Officer
Pershing X

In recent years, technology has enabled firms and advisors to deliver more sophisticated strategies and innovative services to help their clients carry out their financial plans. At BNY Mellon | Pershing, one of our most important responsibilities is to help firms stay on top of tech trends and anticipate what’s coming next. Technology has become our top conversation as we continue to explore and develop ways to help advisors help more people.

In this article, Pershing Chief Information Officer Michael Lewis and Pershing X Chief Technology Officer Dan Adler discuss three themes to consider as you evaluate technology at your own firms. 

1. Artificial Intelligence (AI) Will Play a Vital Role Now and for Years to Come
2. Evaluating Your Tech Stack Is More Important Than Ever
3. Upgrading to New Technology Doesn’t Have to Be Painful

 

Download the full article below to read more insights from Pershing’s top tech leaders. 

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Three Key Tech Themes for Wealth Management Firms

 

 

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Michael Lewis

Michael Lewis is the Chief Information Officer for BNY Pershing Engineering. Michael oversees BNY Pershing’s technology and the deployment of digital, experience-centric solutions for BNY Pershing’s clients. As a member of BNY Pershing’s Executive Committee, he is closely involved in setting strategic direction, driving innovation and actively collaborating across the enterprise.
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Dan Adler

Dan has a broad engineering background ranging from designing microchips to developing large scale data and analytics platforms at leading banks, start-ups, and hedge funds. Prior to joining BNY Pershing X Dan led data, architecture, and shared services for BNY award-winning Wealth and Asset Management technology platforms. Dan also led the agile transformation of numerous businesses at BNY, balancing commercial outcomes with strategic engineering excellence.

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