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Asset Management
Asset Servicing
Resources for Plan Sponsors
Back to Basics
Economic Update
Ideas Without Limits
Resources & Relationships
Consultant Relations offers a wide range of online tools and one-on-one relationship management to help consultants obtain information comfortably and confidently. From state-of-the-art information delivery to WebEx and outings, we provide a wealth of knowledge and advice to assist with everything from RFPs to assessing the results of a client's portfolio.
Company Information
The Bank of New York Mellon has a devoted team committed to responding to RFPs and RFIs. We maintain a comprehensive and up-to-date library of company facts available for consultants in their research process. High-level overviews of our company include:
- Corporate Fact Sheet
- Financial Reports:
- Management Profile
- Officially initiate an RFP
ASSET SERVICING
Relationship Management & Client Services
Our client service model starts with a core team of subject matter experts in all capabilities — Securities Lending, Benefits Disbursement and Portfolio Evaluation as examples. A dedicated Client Service Officer oversees this team. At the top, a Relationship Manager and Client Executive ensure that all working parts are in motion and functioning smoothly and seamlessly. Our overarching goal is to provide consultants and clients with superior customer service and operations via strict standards and documentation.
Rankings
BNY Mellon Asset Servicing is an undisputed industry leader. The company continues to outperform its peers in notable categories. From Global Investor to Global Custodian, BNY Mellon Asset Servicing stands out apart from the competition.
Consultant Events
- Outings: The Bank of New York Mellon has a presence in major consultant markets where we arrange opportunities for consultants and clients to meet, exchange ideas, explore new markets and discuss industry trends.
- WebEx: Depending on the needs of our constituents, Consultant Relations hosts WebEx on topics ranging from integration updates to 130/30 bundled services to Workbench technology enhancements.