Bill.com's tailored wealth management offering allows you to manage bill pay for your high-net-worth clients with greater confidence: Efficient, end-to-end bill pay workflows, multiple payment options at your fingertips, to help pay bills quickly—all designed with your privacy and security in mind. Learn more about our offering below.
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To help you better understand the Millennial market, Kevin Au offers 6 sound tips for attracting the next-generation of clients and why it’s important to get in front of them now.
Become the trusted advisor that never misses a payment.
View the benefits of our Wealth Management bill pay offering in this easy access, digital brochure
In this whitepaper, we discuss why you should consider AP automation today for your high-networth clients and how it can help you support your clients’ bill pay needs.
Kevin Au, Senior Director at Bill.com, shares how to build strong, long-lasting client-advisor relationships.
Read this blog to see how firms that have mastered bill pay for HNW clients understand the necessity of combining top-tier service with a powerful technology platform.
What are the signs that your HNW clients require automated bill pay services? Start by looking at these key indicators.
Laura Blaire, COO, CCO and Managing Partner of JFS Wealth Advisors, explains how Bill.com helped cut 70% of time in a critical process, while simultaneously adding more value.
“Before Bill.com, bill pay was something to be avoided, now it is something to be marketed.”
Arc Business Management Shares How Bill.com Gave the Firm Confidence to Manage Bill Pay for Its High Net Worth Clients