Insurance Services

As the insurance industry continues to evolve and competition increases, we understand the complexity of your needs in meeting challenges to grow your business. We offer a comprehensive investment servicing solution developed by a team of experts dedicated to the insurance industry. Our people work in partnership with you implementing services and capabilities that help you launch new products and services, streamline operations, improve efficiency and increase profitability.

Our core offering for Insurance companies bundles our market-leading custody services with our STAR accounting capability for GAAP, Stat, and Tax reporting. Combined, these services deliver our clients servicing and safekeeping of their assets along with a flexible, real time environment to analyze investment information and support ad hoc reporting requirements.

Our full suite of capabilities includes:

• Global Custody
• Insurance Accounting & Regulatory Reporting
• Annuity Servicing
• Performance & Risk Analytics
• Middle Office Outsourcing
• Funds Servicing
• Derivatives Services
• Document Solutions
• Retirement Plan Servicing
• Data Management Solutions

Invested in You

Turn to BNY Mellon for unparalleled dedication, experience and support throughout the investment process.