Beyond customer satisfaction

BNY Mellon Investment Management

With over USD28.5 trillion in assets under custody and/or administration and USD1.6 trillion in assets under management, BNY Mellon is one of the top ten investment management firms in the world.

Gabriel has been working with BNY Mellon Investment Management in the UK for more than seven years, providing market and customer insights, strategic marketing support and copywriting services.

Among the services provided is a client experience research programme designed to inform the TCF (Treating Customers Fairly) board, other compliance requirements, marketing, product and client service teams.

Thousands of clients have been surveyed and many hundreds recruited to a proprietary client panel enabling BNY Mellon to undertake additional qualitative research, including product suitability testing, readily and cost-effectively.

Strategic marketing, content and copywriting services have covered a wide range of topics from BNY Mellon’s DC proposition to guides and articles for the website and private client investor magazine Money Matters.