Executive Summary - How High-Touch Bill Pay Services Can Help Registered Investment Advisors

September 24, 2021 Stefanie Redmond

In an effort to deepen relationships with clients and distinguish themselves from competitors, financial advisors are looking to offer new high-touch services that resonate with clients. Among the most attractive services to clients, especially high net worth clients, are bill pay services.v

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Family Office and Wealth Management Firms
Family Office and Wealth Management Firms

Pay your clients’ bills quickly and efficiently, with less manual effort and lower risk, on a platform desi...

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Bill.com Pay By Card Product Guide
Bill.com Pay By Card Product Guide

How to enhance your client bill pay services by offering Bill.com Pay By Card