IOFM Visibility, Control, Scalability Whitepaper - Wealth Management and Family Office

November 20, 2020

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. 

 

In summary, some of the key themes that will be covered in this whitepaper include:

• Visibility - Understanding where bills are in the process, what the next steps are and ensuring you have insight into your high-net-worth clients’ AP processes at all times

• Control – Minimizing operational risk and supporting the financial health of your clients’ organization

• Scalability – Your automation solution’s ability to grow and change with the needs of you and your clients’ businesses

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Case Study: Friedman+Huey
Case Study: Friedman+Huey

“Before Bill.com, bill pay was something to be avoided, now it is something to be marketed.”

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From Support to Superglue - How Bill Pay Activities Add Value to High-Net-Worth Clients
From Support to Superglue - How Bill Pay Activities Add Value to High-Net-Worth Clients

Become the trusted advisor that never misses a payment.