CHALLENGE

BNY Pershing’s Technology Consulting team began working closely with a new digital RIA prospect firm that was looking to utilize BNY Pershing’s APIs and standard files to build their digital client experience, which included a new paperless account opening process. This firm signed on as a BNY Pershing client and BNY Pershing’s technology consultant worked closely with the Business Development team to determine and document what the client was looking to build and how the BNY Pershing suite of solutions could help them achieve this.

SOLUTION

Once BNY Pershing had built all the flow documents, BNY Pershing’s technology consultants worked with NetXServices and Implementation teams to manage the development and implementation of the 13 APIs they’re leveraging for the experience.