Case Study: BNY Mellon achieves faster contract generation and streamlined onboarding with Evisort

Bank of New York Mellon automated their custodial agreement generation process and simplified their contract review process with Evisort's AI

BNY Mellon faced a slow, email-driven custodial agreement process in which lawyers manually created, reviewed and circulated contracts, leading to gaps in version control, accountability and lengthy client onboarding. To address this, BNY Mellon engaged Evisort to apply AI-driven contract generation, review and management tools (leveraging ML and NLP) to automate and standardize the workflow.

Evisort customized its AI to auto-generate tailored first drafts, route approvals digitally, flag non‑standard language and automate decision-making (for example, entity-selection intake forms), while enabling real-time tracking and escalation. As a result, Evisort helped BNY Mellon create, tailor, update and track contracts in a fraction of the time, shorten onboarding, reduce manual back-and-forth and improve compliance visibility and accountability.

BNY Mellon

Mark Casady

Founder and General Partner