Scale and Reach CIBC Mellon commands significant scale in asset servicing with CAD 3.4 trillion in assets under custody and/or administration as of March 31, 2026, and access to the BNY Mellon network with USD 59.4 trillion under custody and/or administration. This scale and network enable cross-border, end-to-end custody solutions for Canadian and international institutional clients, presenting opportunities for expanding services to larger funds and new markets.

Tech Modernization Recent leadership change with a new Chief Information Officer and strategic collaborations with Microsoft and Duco signal a strong emphasis on technology-enabled operations. This creates sales opportunities for AI-powered data automation, cloud-based workflows, and enhanced data quality and reporting to modernize client post-trade processing.

Market Leadership Proven market credibility through top sub-custodian awards strengthens competitive positioning in RFPs across pension plans, funds, banks, and other institutional clients. Leverage this recognition in customer acquisition and expansion into new market segments that require reliable, award-winning asset servicing.

Ecosystem Advantage CIBC Mellon’s ecosystem—anchored by its joint ownership with BNY Mellon and strategic tech partnerships—opens avenues for co-sell and integrated front-to-back-office solutions. Potential to offer bundled asset servicing with data automation and cloud capabilities to attract clients seeking seamless, scalable operations across markets.

Talent and Trust Strong employee engagement exemplified by Great Place to Work Certification supports high service levels and client reliability. Use this as a differentiator in sales conversations around operating risk, continuity, and long-term partner stability.