This step-by-step guide walks you through the process of referring one of your clients to BILL Spend & Expense, either through your partner referral link or through a self-serve application. Let’s dig in so you, and your clients, know what to expect.
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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
