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We can enhance the value you bring to clients and support you with insights and solutions to help them succeed.

Partnering for Your Clients’ Success with Agility and Expertise

We recognize the important role you play in your client’s decision- making process. Whether it’s a dialog around outsourcing options, risk management practices or other strategic initiatives, clients rely on your informed perspectives and guidance.

Our Consultant Relations experts understand the challenges you face and the complexity of your due diligence efforts. We use a collaborative approach to help you navigate the full suite of BNY Mellon solutions across the investment lifecycle. We also provide business insights, thought leadership, events and webinars tailored for the consultant community.

Our team is committed to developing long-lasting relationships and providing regular communications that help expand your knowledge and connect you with the right experts to strengthen your client relationships.


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Client Solutions in Action: Dedicated Managed Accounts

In this three-part video series, Matt Liposky, Chief Investment Operating Officer of Massachusetts Pension Reserves Investment Management (PRIM) Board, and Josh Kestler, President and Chief Operating Officer of HedgeMark, discuss the journey leading MA PRIM, a BNY Mellon client, to look at building and implementing a dedicated managed account (DMA) platform.

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Annual Report: Challenging Ourselves for the Future

Charlie Scharf outlines the work underway to improve our quality and responsiveness, create a more flexible operating platform and ensure we have the best talent. Learn more about our performance and strategic direction.

News and Events

Institutional investors are looking to sharpen risk management practices and investment decisions and continue to explore how sustainability data can help. To enable clients in their analysis, BNY Mellon has debuted a range of reporting tools to track portfolio investments based on ESG and UNGC principles.


SmartPay GlobalSM

A new foreign exchange and multi-currency service that allows seamless payments in more than 160 countries – enabling an expanded selection of currencies and customizable options for applying FX rates.

ETF Order Capabilities

BNY Mellon has advanced its suite of order management solutions to enhance the transactional experience of Authorized Participants and Market Makers – setting a global standard for electronic ETF order placement.

Your Opportunities

Explore Capabilities

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Let our experts help you identify the right set of solutions across our global capabilities to address your clients’ unique challenges.

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Learn how we can help your clients reduce operational pressures and provide leading servicing capabilities, data analytics and reporting.

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Get a demo of our advanced platforms and experience how our investment in technology can help fuel growth for your clients.

Access Insights

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Leverage our subject matter experts and thought leaders to enhance your knowledge about the industry and BNY Mellon.

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Get the latest research to help your clients prepare for changing regulatory landscape and manage their current risk management programs.

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Obtain enriched views on digital transformation, emerging technologies and other areas of opportunity.

Expand Networks

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Attend one of our exclusive consultant roundtables, webinars and other events to deepen knowledge and develop connections.

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Tour one of our innovation centers around the globe to see how we are building breakthrough financial technologies.

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Read our electronic newsletters for the latest on thought leadership, economic outlook, market trends, solutions launches, events, and more.

Our Thinking

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Artificial Intelligence Sweeps Hedge Funds

How are hedge funds adopting and applying Artificial Intelligence? What are the impacts on the business?

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The Foundation for Digital Innovation

Many institutional investors are struggling to keep pace with data management and business requirements. Learn more to help your clients fast track to a more future-proof technology architecture.


Disruptive Technology: Reaping the Benefits

Eagle Investment Systems' paper examines the extent asset managers are leveraging new innovation including considerations and best practices.

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Data Management: Middle Office Transformation

Explore key insights driving middle office data management solutions to address increasing regulatory requirements and user expectations.

Business Insights

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Transforming the Investor Experience

Investment management has long embraced technology. However, it is only recently, as computational power increased and software became easier to deploy, that the industry has been able to interrogate data more effectively to find greater efficiencies, add value and improve performance.

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5 Key Trends that Could Define the Future of Investing

With a shifting landscape, how can both ETF and mutual fund managers be poised to adapt their business to take advantage of newly launched ETF products?

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Five Key Themes of Business Transformation

The financial services industry is undergoing sweeping transformation, presenting challenges and opportunities. How can the industry capitalize on those opportunities to reinvent itself and remain relevant to investors?


Asset Servicing

Through our global reach, expertise, breadth of services and innovative technologies, we deliver impactful strategies and knowledgeable insights that can help you make intuitive decisions at every phase of your investment process.


Capital Markets U.S.

BNY Mellon Capital Markets, LLC provides debt and equity underwriting services across public and private markets. We also act as an equity market maker in selected securities and are active in fixed income markets. BNY Mellon Capital Markets, LLC is a wholly-owned non-bank subsidiary of The Bank of New York Mellon Corporation (BNY Mellon) and a member of FINRA and SIPC.


Collateral Management and Segregation

New regulatory demands are pushing collateral aggregation and optimization to the forefront. As you face liquidity, financing, risk and balance sheet challenges, we can help you. Reimagine the way you manage collateral and margin requirements.


Corporate Trust

We seek to be your long-term partner by providing best-in-class service and continually earn our reputation as the gold standard.

Corporate Trust is our core business and competency, and we take our commitment to remain unbiased seriously. We utilize our global footprint to deliver a full range of issuer and related investor services across a wide array of program types.


Depositary Receipts

On stock exchanges throughout the world, we provide extensive access to depositary receipts (DRs). We are ranked #1 among depositary institutions in capital raising, trading volumes and trading values.


Family Office Services

Helping to preserve, manage and further family legacies and wealth for some of the world´s largest and leading family and multi−family offices.


Foreign Exchange

Our technology is designed to offer productivity tools, help mitigate operational risks and provide access to local liquidity.


Investment Strategies

We believe that the foundation for successful investing is a well-diversified portfolio that provides flexibility in the face of changing markets and incorporates clearly defined risk limits.



Liquidity Services

We offer a suite of products that allows you to take control of your cash and liquidity. You can leverage our mix of offerings, with different liquidity profiles, to match your cash needs. Discover our sophisticated real-time tools which can assist you in managing your liquidity and margin requirements.


Pershing Clearing Services

A financial services market leader located in 23 offices worldwide, we are uniquely positioned to provide advisors and firms global insights into industry trends, regulatory changes and best practices, as well as shifts in investor sentiment and expectations.


Securities Finance

Regulation and rapidly changing global financial markets can present challenges and opportunities as you implement investment strategies and try to comply with capital requirements.

Work with BNY Mellon as you face these challenges and opportunities. Together, we can build a flexible and efficient financing solution.


Treasury Services

Through our customizable solutions, innovative technology and industry expertise, we are committed to delivering high-quality cash management, payment and trade solutions for your corporate and institutional global treasury needs.


Wealth & Estate Planning

Wealth planning is about much more than retirement or wealth transfer, it’s about fully realizing your personal goals and vision. We bring more than two centuries of experience to bear with the expertise to achieve your vision.


Contact Us

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