About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

BNY Mellon Asset Servicing Launches Workbench Mobile for the iPad

Subscribe to our newsletter

BNY Mellon, the global leader in investment management and investment services, announced the launch of Workbench Mobile, a new app enabling the firm’s institutional clients to authorize instructions and securely access key reports and account information from their iPad.

Workbench Mobile is available now for download to registered Workbench users at the App Store through BNY Mellon Connect Mobile. The new app will be accessible by more than 30,000 client users.

With Workbench Mobile, clients of BNY Mellon Asset Servicing will be able to easily view and monitor a wide range of account investment and performance data, industry news updates, and more. Available features include:

· Recent Reports – view Workbench reports run over the past 10 days in PDF format
· BNY Mellon Regulatory News – updates on industry regulations and thought leadership
· Valuation Dashboard1 – drill-down into account valuation changes and chart by manager, asset type, currency, country or security
· Lookup Exposure to Issuers1 – view portfolio exposure across accounts and asset classes
· Authorize Cash Instructions2 – for custody clients who manage cash through Workbench

“Plan sponsors and investment managers increasingly are using their mobile devices to stay informed, take action, and be more productive no matter where they happen to be,” said Dan Wywoda, Head of Global Product Management for BNY Mellon Asset Servicing. “From proprietary systems to web-based platforms and now mobile apps, we’re witnessing a revolutionary liberation of data that’s transformed how people do business and how industries like ours need to respond.

“We worked closely with our mobile technology client advisory group to design the new app, ensuring their feedback was built into the final product, including the vital need for maintaining a protected, secure environment,” Wywoda added.

Workbench Mobile was designed with crucial security features. BNY Mellon Connect Mobile is secured by multi-factor authentication through a combination of a user ID, password, and the mobile device identifier.  First time users with existing valid BNY Mellon web-based log-in credentials will be taken through an enrollment process.

New features will be added to Workbench Mobile in the next release.  Enhanced features will be delivered to users’ mobile device automatically through the App Store. Features planned for future release include an iPhone app – designed for smaller devices like iPhones, Droids and newer Blackberries – plus additional content.

BNY Mellon Asset Servicing offers clients worldwide a broad spectrum of specialized asset servicing capabilities, including custody and fund services, securities lending, performance and analytics, and execution services. BNY Mellon Asset Servicing provides services through BNY Mellon and other related companies.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, offering superior investment management and investment services through a worldwide client-focused team. It has $26.3 trillion in assets under custody and administration and $1.3 trillion in assets under management, services $11.8 trillion in outstanding debt and processes global payments averaging $1.7 trillion per day. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Hearing from the Experts: AI Governance Best Practices

9 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes The rapid spread of artificial intelligence in the financial industry presents data teams with novel challenges. AI’s ability to harvest and utilize vast amounts of data has raised concerns about the privacy and security of sensitive proprietary data and the ethical...

BLOG

Ensuring AI-Focussed Institutions Take out the Garbage: A-Team Group Webinar Preview

As data quality rises up institutions’ AI-implementation agendas, the next A-Team Group Data Management Insight webinar will take a deep-dive look into how they can ensure the information they feed into their models will give them accurate and valuable outputs. Avoiding Chaos The data management maxim of “garbage in, garbage out” can’t be more appropriate for artificial...

EVENT

AI in Capital Markets Summit London

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...