BNY Mellon Wealth Management’s information technology team deployed agile marketing technology to refresh and reposition our mobile solutions to meet – and anticipate – our clients’ evolving needs. Building on the success of our Apple apps, the Private Workbench (PWB) development team expanded our technical offerings to include Android apps and enhanced the existing suite of Apple apps.

As a result, Wealth Management clients are now empowered with key account capabilities at their fingertips, including current market value, changes in investment value, holdings, transactions and alerts. “The PWB apps are a terrific example of how BNY Mellon Wealth Management continues to invest in technology to offer clients a distinctive and differentiated experience,” said Wealth Management Information Officer Uday Shankar. “We’re seeing improved client engagement, and, I believe, our mobile solutions contribute to our industry-leading client satisfaction rates.”

The new Private Banking Overdraft Workflow application has stepped up notification times to clients, enabling the business to review the transactions and react quickly. “This new tool is clearly a win-win: Our clients benefit from quicker notifications, which reduce their risks. And, with the aid of automation, our wealth advisors can better focus on delivering exceptional client service,” said Bhuvana Jayaraman, Head of Private Banking Product and Service Delivery.

For more information, read the 2017 BNY Mellon People Report here.