BNY Mellon selects Salesforce for advisory productivity

BNY Mellon technology arm Pershing X is collaborating with cloud-based software provider Salesforce to automate data exchange for a unified platform for wealth management firms.   Combining the Salesforce Financial Services Cloud with Pershing X’s Wove platform will help advisers increase productivity and “reduce administrative tasks through automated bi-directional data exchange,” Michelle Feinstein, vice president […]