纽约梅隆银行-博星介绍：咨询的未来.pdf

1、2024 Pershing LLC.Member FINRA,NYSE,SIPC.For professional use only.Not for distribution to the public.Please see disclosures at end.Proprietary information.Applying Leadership Lessons from Alexander HamiltonTHE FUTURE OF ADVISORYFarayi ChimbanguSenior Director,Business Development Adam RooseveltDire

2、ctor,Wealth Solutions BNY Mellon|Pershing XBNY Mellon|Pershing 32024 Pershing LLC.Member FINRA,NYSE,SIPC.For professional use only.Not for distribution to the public.Please see disclosures at end.Proprietary information.THEWORLD HAS CHANGED.How are we seeing things today?42024 Pershing LLC.Member FI

3、NRA,NYSE,SIPC.For professional use only.Not for distribution to the public.Please see disclosures at end.Proprietary information.Key Industry TrendsTechnology innovation accelerating consumer-grade experiencesWealth firms with multiple business lines seek to consolidate&integrateFirms need a strong

4、operating model to support productivity&growthInteroperable data will create a unified client and advisor experienceTalent war to deliver a professionalized service organizationDigitization of the investor and advisor experienceConsumers want comprehensive advice and financial solutions52024 Pershin

5、g LLC.Member FINRA,NYSE,SIPC.For professional use only.Not for distribution to the public.Please see disclosures at end.Proprietary information.52024 Pershing LLC.Member FINRA,NYSE,SIPC.For professional use only.Not for distribution to the public.Please see disclosures at end.Proprietary information

6、.Innovation does not necessarily lead to immediate triumph,but to long-term success.LEADERSHIP LESSON#162024 Pershing LLC.Member FINRA,NYSE,SIPC.For professional use only.Not for distribution to the public.Please see disclosures at end.Proprietary information.“Productivity and scale are becoming the