"Delivering a superior client experience is central to the identity and success of our wealth management business."

Don Heberle, CEO BNY Mellon Wealth Management

93% of our clients tell us they are satisfied with our service.  This is an industry-leading number – one that we are all extremely proud of.  Reaching that level of satisfaction reflects the effort of our entire wealth management team: from our client-facing professionals to back-office operations. We are committed to cultivating a culture of client service and stewardship; and it’s something we work hard to promote and protect. That has resulted in our 93% satisfaction rate; and it’s what gives us the motivation to say we won’t be fully satisfied until we reach 100%.

To get there we’re focused on delivering what clients need...

Powerful and customized capabilities to help them achieve their wealth management goals. In support of our quest to achieve 100%, we’ve redesigned our website so it’s easier for visitors to navigate while offering a rich array of helpful information. On this new site, you’ll find dozens of articles and posts on a broad range of important and timely issues and trends. From thought-provoking Vision articles to posts on Strategy or our considerable capabilities, BNY Mellon Wealth Management’s best insights and information are at a user’s fingertips.

What’s even more exciting is the innovative way we’re delivering this

This site is designed to let users personalize their searches to generate customized results and information on the screen.  With a feature we call ‘mad libs’, visitors to the site can fill in blanks from a drop-down menu to tell the search engine what kind of client or investor they are, and what information they’re looking for. Based on that, the website can bring up content that’s most relevant. Check out the ‘mad libs’ feature under the Experience and Research tabs.

It’s a fresh approach for us, designed with you in mind. We welcome your thoughts and hope you’ll feel free to let us know what you think of our new site.