'Go digital or go home': Lightning Round with BNY Mellon Pershing's Christina Townsend

Sponsored by
Clients expect more from their digital experience than ever before, but many independent firms have been slow to adopt the latest technology, says Christina Townsend, head of platform strategy at BNY Mellon's Pershing.

Earlier this year, the clearing and custodian firm announced two significant investments dedicated to expanding its digital capability. Most notably, the firm boosted technical support for its RIA platform and opened up its technology stack to bring on more options for advisors.

What has the firm taken away from its digital transformation? Townsend weighs in on the latest tech trends.