Integrated Banking Services

Pairing forward-looking technology and unparalleled service to provide the next generation in banking

BNY Mellon’s significant investment in technology, commitment to innovation and broad industry expertise allow us to provide the sophisticated banking solutions your business demands.

As one of the world’s strongest and most innovative financial institutions, BNY Mellon offers a level of banking that matches the sophistication and customized service of BMS’ industry leading case administration software and technology platforms. Together, BMS and BNY Mellon provide integrated banking solutions that deliver real-time banking in an innovative and integrated approach that is unique in today’s marketplace.

We deliver technology, solutions and advice to our customers every day to help them:

• Manage estate funds efficiently through sophisticated banking and administration software services.
• Be more productive by accessing information for multiple accounts, view current daily balances, obtain detailed transaction reports, download account data, and perform a wide range of other essential banking services.
• Perform essential services with just a few clicks. Order checks, review copies of bank statements and paid checks, receive same-day delivery of interim statements, inquire about transactions, and a variety of other convenient self-services.
• Obtain answers quickly through the support of BMS’ experienced Banking Center, which provides the specialized banking services and expertise needed to help our customers succeed.

For a brochure on the banking features and functionality available through BMS, click here.