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Managed and Professional Services

Drive operational efficiency and innovation and gain strategic clarity while we manage oversight

What we do

OUR VALUE

Extend your capabilities with our flexible Managed and Professional Services. Design, deliver and support data solutions for your investment lifecycle from strategy to implementation and support.

managed_professional-services
How we help

SOLUTION HIGHLIGHTS

01

Professional Services

Drive your digital transformation and data initiatives with confidence. We design an onboarding roadmap to meet your needs while helping to minimize disruption and maximize the value of your platform.

02

Managed Services

Use actionable investment data insights while we handle daily operations. We offer 24/7 support for configuration, change management and advisory across data and accounting, performance, analysis and tax.

03

Strategic Integration

Leverage our consulting firm relationships to help you streamline operations, implement software and strengthen your data strategy. Drive growth with deep expertise and resilient infrastructure to compete globally and explore new asset classes.

What we offer

PRODUCTS & SERVICES

Global Professional Services
Managed Services
Business Intelligence Services

We work with you to drive digital transformation and data initiatives across your investment lifecycle. Our global team designs tailored onboarding roadmaps, minimizes implementation disruptions and maximizes platform value.

Confidently use clean, current and actionable investment data, while we take care of the day-to-day data operations through standardized, configurable solutions, change management and advisory and 24/7 global support.

Visualize your data for maximum impact. Using your in-house or 3rd party BI tools you can access self-service data analytics, or we can help you tailor standard offerings, such as your investment board books, to your needs.

What you gain

BENEFITS AT A GLANCE

Gain Strategic Clarity

Drive your innovation while we manage oversight and support regulatory compliance. We prepare and manage investment data for all key stakeholders, from management and front office to operations and compliance, so you can focus on performance and strategy.

Experience Data-Driven Agility

Streamline your data to enhance agility. We help you simplify data management and speed up your data strategy and technological innovation to help you stay competitive and responsive in a fast-moving market.

Establish Long-Term Resilience

We help you strengthen operational efficiency and resilience, improving transparency and risk management across your organization with robust controls and clearer insights that empower decision-making and help safeguard future success.

By the numbers

MARKET LEADERSHIP

Why Choose BNY for Managed and Professional Services? 

For nearly three decades we have been at the forefront of fintech innovation. As a leading provider of data, software and solutions, we power the operations of leading asset servicing providers and buy-side firms across the globe.

130+

clients serviced in 20 global locations across 4 continents

100+

client engagements completed annually

200+

subject-matter experts with an average of 15+ years of industry experience

200

global clients across our solutions

200+

external data integrations

* As of June 30, 2025