BNY Mellon Wealth Management
240 Greenwich Street,
New York, 10286, NY,
United States
New York, 10286, NY,
United States
1 646-791-3414
Banking and Financial Services
BNY Mellon Wealth Management Technographics
BNY Mellon Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BNY Mellon Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 51700 BNY Mellon Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BNY Mellon Wealth Management has purchased the following applications: ICE Mortgage Black Knight MSP for Loan Management in 2017, AddEvent for Event Management in 2017, CrownPeak DXP for Web Content Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems BNY Mellon Wealth Management is running and its propensity to invest more and deepen its relationship with ICE Mortgage Technology , AddEvent , CrownPeak or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing BNY Mellon Wealth Management revenues, which have grown to $16.38 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for BNY Mellon Wealth Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
BNY Mellon Wealth Management Tech Stack and Enterprise Applications
BNY Mellon Wealth Management ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ICE Mortgage Technology | Legacy | ICE Mortgage Black Knight MSP | Loan Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, BNY Mellon Wealth Management deployed ICE Mortgage Black Knight MSP as a Loan Management platform to centralize fraud detection and customer care workflows for analysts. The implementation delivered a single application for customer care analysts to surface all customer information and manage alert cases, covering lines of business including credit card, ATM Deposit/Debit, ACH, Mobile Wallet, and check fraud, and aimed to improve customer satisfaction and reduce the time to handle each fraud alert case.
Functional configuration emphasized fraud detection and claims processing, case management and workflow orchestration for communications, translations and letter generation, with embedded KYC and AML review steps and loan accounting and reconciliation capabilities. Development work included SQL based data imports and exports, stored procedure modifications, API endpoint definition, automated GUI and API test suites built in Katalon Studio, and user acceptance testing to validate controlled releases.
Operational integrations documented during the engagement included SailPoint identity governance workflows, Actimize for retail deposit KYC tracking, OFSAA, DRM and Axiom SL configurators aligned to loan accounting flows, Oracle Responsys for communications orchestration, and Black Knight Financial Services Empower and Lending Space loan origination components referenced for loan processing. Release control and traceability used Rally and JIRA to ensure only approved features were included in releases, and teams participated in Scrum of Scrum to coordinate cross team release plans and dependencies.
Delivery governance combined agile coaching with organizational change, with multiple agile teams operating in two week sprints, facilitated Scrum ceremonies, communities of practice and coaching on Scrum and Kanban techniques to raise agile maturity. The program established formal review and approval gates involving Legal, Compliance, Fair Lending and Audit for communications and letter build workflows, and produced a unified case handling application that centralized workflows for customer care analysts to accelerate fraud event processing.
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BNY Mellon Wealth Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AddEvent | Legacy | AddEvent | Event Management | Collaboration | n/a | 2017 | 2017 |
In 2017, BNY Mellon Wealth Management deployed AddEvent on its public website to publish event listings and enable calendar subscription flows. The deployment uses AddEvent as an Event Management application to drive event visibility and client engagement for marketing and events teams.
The implementation is website embedded, using AddEvent to present event details, subscribe-to-calendar functionality, and client-facing scheduling workflows consistent with Event Management capabilities. Operational ownership sits with digital marketing and events operations, and the scope is explicitly the corporate website where AddEvent widgets and calendar feed functionality surface events to clients and prospects.
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BNY Mellon Wealth Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CrownPeak | Legacy | CrownPeak DXP | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, BNY Mellon Wealth Management implemented CrownPeak DXP as its Web Content Management platform for the public wealth management website. The deployment centralized content publishing and editorial workflows to support marketing and client communications across the digital presence.
CrownPeak DXP was configured to provide core Web Content Management capabilities including web authoring and templating, digital asset management, workflow orchestration for content approvals, multi site content reuse, and audience targeting and personalization features typical of enterprise content platforms. The implementation emphasized structured content models and template-driven pages to accelerate editorial operations and maintain brand and compliance consistency.
Operational responsibility rested with marketing and digital teams and extended to communications and compliance stakeholders for content governance. Governance was structured around role based access to content staging and publishing environments, formal approval workflows, and editorial review processes to support ongoing site updates using CrownPeak DXP as the primary Web Content Management system.
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BNY Mellon Wealth Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Data Platform | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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BNY Mellon Wealth Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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BNY Mellon Wealth Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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BNY Mellon Wealth Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Cloud Storage | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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BNY Mellon Wealth Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at BNY Mellon Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Issuer & Loan Services / Operations Vice President / Manager | Manager | Finance | |
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Summer Analyst - Real Estate & Mortgage Banking | Non Manager | Operations | |
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Apps Being Evaluated by BNY Mellon Wealth Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BNY Mellon Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BNY Mellon Wealth Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD BNY Mellon Wealth Management Technographics
BNY Mellon Wealth Management is a Banking and Financial Services organization based in United States,
with around 51700 employees and annual revenues of $16.38 billion.
BNY Mellon Wealth Management operates a diverse technology stack with applications such as
ICE Mortgage Black Knight MSP, AddEvent and CrownPeak DXP,
covering areas like Loan Management, Event Management and Web Content Management.
BNY Mellon Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ICE Mortgage Technology, AddEvent and CrownPeak.
BNY Mellon Wealth Management recently adopted applications including
CrownPeak DXP in 2021, Salesforce Sales Cloud in 2021 and Amazon CloudFront in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of BNY Mellon Wealth Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates BNY Mellon Wealth Management’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete BNY Mellon Wealth Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.