Project Name
BNY Mellon Pershing Custodian Data and Salesforce FSC Unification for a Financial Services Company
Our client is a leading US financial services firm providing investment solutions tailored to individuals, corporations, and institutions. Their mission is to deliver exceptional client experiences grounded in personalised financial services with a wealth management proposition built on understanding the complete financial position of each client and delivering timely, accurate advisory conversations.
As the client base grew and the portfolio of investment products expanded, the firm faced a growing challenge: client information was stored across multiple platforms, such as core banking systems, treasury management systems, and third-party applications. This created a fragmented data environment that advisors could not navigate efficiently, and that limited the quality and speed of client service delivery.
Investment data in Pershing, client records in a legacy CRM, treasury positions in a separate system, and no automated connection between any of them.
- Fragmented Client Data Across Multiple Systems: Client portfolios, transactions, account balances, and relationship data were spread across multiple banking and third-party platforms, preventing advisors from accessing a unified client view.
- Manual Processes and Data Delays: Lack of integration required extensive manual data entry and reconciliation, creating processing delays and limiting access to up-to-date client information.
- Compliance and Data Governance Challenges: Managing sensitive financial data across disconnected systems increased the complexity of maintaining security, auditability, and regulatory compliance.
- Limited Advisor Productivity and Client Experience: Advisors spent significant time gathering information from multiple systems before client interactions, reducing time available for personalized advice and relationship building.
Ksolves, an AI-first Salesforce consulting services company, implemented a unified wealth management architecture combining Salesforce Financial Services Cloud (FSC), MuleSoft Anypoint Platform, and BNY Mellon Pershing integration to create a single, real-time client view across all financial systems.
- Salesforce Financial Services Cloud Implementation: Deployed Salesforce FSC as the central client relationship platform, providing unified client profiles, portfolio visibility, financial goal tracking, household relationships, compliance workflows, and a complete client 360 view.
- MuleSoft API-Led Integration Architecture: Built a MuleSoft-powered integration layer connecting Salesforce FSC with core banking, treasury, custody, and third-party systems. The platform enables real-time data synchronization, validation, security, and centralized integration management.
- BNY Mellon Pershing Integration: Integrated Pershing investment and custody data with Salesforce FSC, giving advisors direct access to portfolio holdings, transactions, performance metrics, and settlement information within a single client record.
- Compliance, Security & Auditability: Implemented secure API governance, encryption, data validation, and comprehensive audit trails to support regulatory compliance while maintaining data integrity across all connected systems.
Technology Stack
| Category | Technology |
|---|---|
| Platform | Salesforce Financial Services Cloud |
| Integration | MuleSoft Anypoint Platform |
| Architecture | BNY Mellon Pershing Integration |
| Security | MuleSoft Security + Compliance Layer |
| Analytics | Salesforce Reporting + Dashboards |
From manual multi-system pre-meeting preparation and disconnected custodian data to a single Salesforce record where every client's complete financial position is visible in real time.
- Unified Client View Across All Financial Systems: Salesforce FSC now provides a single, real-time view of client portfolios, banking relationships, treasury positions, and financial history, eliminating the need to navigate multiple systems.
- Manual Data Entry and Processing Delays Eliminated: MuleSoft enables real-time synchronization across connected platforms, removing manual data updates and ensuring information is always current.
- BNY Mellon Pershing Data Integrated Into Salesforce: Investment holdings, transactions, performance metrics, and settlement data are automatically synchronized to Salesforce FSC, giving advisors complete portfolio visibility in one place.
- Stronger Compliance and Data Governance: Secure integrations, data validation, encryption, and comprehensive audit trails provide a governed and compliant framework for managing sensitive financial data.
- Improved Advisor Productivity and Client Service: With real-time access to complete client information, advisors can prepare faster, deliver more personalized guidance, and respond to client needs with greater accuracy.
This financial services firm transformed a fragmented advisory environment into a unified, real-time client engagement platform. By combining Salesforce Financial Services Cloud, MuleSoft, and BNY Mellon Pershing integration, Ksolves created a single source of truth for client financial data. Advisors now have instant access to complete client information, operations teams no longer reconcile data across multiple systems, and compliance benefits from a secure, auditable data framework. The result is a scalable foundation that improves advisor productivity, client service, and operational efficiency.
Is Your Wealth Management Platform Giving Advisors a Complete Client Picture or a Partial One Assembled by Hand?
