When partnering with high-net-worth (HNW) individuals and families, wealth management firms and family offices are often on the lookout for innovative ways to create value and strengthen their relations with their clients. Deep loyalties tend to lead to referrals and grow the business.
One way firms can put themselves in a position to enhance their partnerships and increase client satisfaction is by offering bill pay services. Software platforms that manage financial workflows and process payments like Bill.com can provide meaningful interactions with clients and enable wealth management and family office firms to become more embedded with their clients.
