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  FEBRUARY 29, 2024

  Michael Lewis

Chief Information Officer
BNY Pershing

Dan Adler
Chief Technology Officer
BNY 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 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, BNY Pershing Chief Information Officer Michael Lewis and BNY 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 BNY Pershing’s top tech leaders. 

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Three Key Tech Themes for Wealth Management Firms Download PDF file_download
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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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Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of Pershing Group, LLC.  Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and BNY companies.  

 

BNY, BNY Mellon and Bank of New York Mellon are corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.  Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, or one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc. 

 

For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners. The information contained herein, including any attachments, is proprietary to BNY Pershing. It may not be reproduced, retransmitted or redistributed in any manner without express written consent.  This material does not constitute a guarantee by BNY or BNY Pershing of any kind. This material is for general information purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter. BNY Pershing is not responsible for updating any information contained within this material and information contained herein is subject to change without notice.

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