The Big Deal with BYOD

The journey of BYOD policies in financial services

Wayne Mekjian, head of information services at Wells Fargo
Amy Sochard, senior director of advertising regulation at Finra
Mike DiPierro, vice president of client technology solutions at Pershing
Michelle Feinstein, director of product strategy and client engagement for technology solutions at Pershing
Lisa McCann, principal of IT at Vanguard
Kevin Cassidy, BNY Mellon CIO for digital workplace
Joe Price, senior vice president of advertising regulation and corporate financing at Finra
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It was sometime in 2010 when it first dawned on Lisa McCann: The time for some form of a bring-your-own-device (BYOD) policy was now.

The long-time Vanguard employee was frustrated with the endless juggling of her multiple mobile devices throughout the day. Any conversation with someone outside of work meant using her personal phone. But it wasn’t just the fact that every call or text led to a game of hot potato. The evolution of mobile technology meant her personal device had some features that

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