Pershing LLC announced a new strategy to help advisors embrace technology at its annual INSITE 2015 conference in Orlando, Fla.
Calling it a “Digital enablement strategy,” Pershing wants to go beyond digital advice by equipping advisors with resources to improve collaboration and engagement with clients.
The second part of the plan involves Pershing’s recent integration with Vestorly’s content management platform to let advisors augment client communication with automated marketing content.
Pershing wants to give advisors more data-driven insights with automated analysis tools, visualizations, and predictive analytics.
The fifth part of the plan is a new API store to give third-party companies direct access to Pershing and BNY Mellon services.
“Our digital enablement strategy is a client-focused approach that has been designed to help advisors unleash the full potential of various digital capabilities,” said Ram Nagappan, Pershing’s managing director and chief information officer.
“It is important to extend our strategy beyond just digital advice to enable advisors to deliver a comprehensive digital experience that allows for faster, more meaningful connections with investors.”