Pershing Upgrades CRM with Redtail
Pershing, the broker-dealer and advisor solutions arm of BNY Mellon, will integrate Redtail's real-time client relationship management solution into its NetX360 platform, furthering an ongoing collaboration between the software provider and custodial bank.
The integration will help Pershing's users pre-populate account opening forms with prospect data as they onboard new clients. The new offering comes as three of the 140 broker dealers and registered investment advisors using NetX360, using Redtail for other software needs, have synchronized their CRM systems.
"We are the first custodian to offer this CRM integration with Redtail, and note that Redtail is the first company to integrate its solution in this way via NetX360's open API. Effective client onboarding continues to be a major priority and concern of our clients. One of our key objectives is to simplify the process and help them increase their productivity so they can focus more time on helping their clients achieve their financial goals," says Lucille Mayer, co-CIO of Pershing.
The project is one of several recently initiated by Mayer. BNY Mellon's CIO Suresh Kumar, formerly the head technologist at Pershing, is profiled in this month's Waters.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact [email protected] or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact [email protected] to find out more.
You are currently unable to copy this content. Please contact [email protected] to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email [email protected]
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email [email protected]
More on Operations
Waters Wavelength
Waters Wavelength Podcast: Episode 226 (M&A and people)
On this episode of the Wavelength Podcast, Wei-Shen and Tony talk about the importance of communication when it comes to M&A activity within a company.
Subscribe to Weekly Wrap emails
Most read
- PanAgora’s CIO & head of sustainable investing explain firm’s ESG framework, best practices
- Waters Wrap: Microsoft’s capital markets play (And Algorithmics thoughts)
- Itiviti’s Blueprint for Success—Investing in People and Products
- If it ain’t broke, broker it: IDBs explore new ways of selling data
- Confidential computing projects could answer industry’s cloud security questions