Whether your client has an existing expense management software in place or they're moving into the world of financial automation for the first time, you need to develop a plan you can guide them through and execute as quickly as possible. Generally, we recommend working through these 5 things with your client when onboarding them to BILL Spend & Expense.
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Key indicators that your high-net-worth clients need automated bill pay services
What are the signs that your HNW clients require automated bill pay services? Start by looking at these key indicators.
What you need is a tool that will give your firm real-time visibility and empower your clients to enforce their budgets and stay on top of spend.
Looking to discuss BILL with new and existing partners? Download this Overview presentation https://hqbill.box.com/s/5cw2saxmn9ov18rxj9fur1ydyebn82qj
