Family Wealth Report: Technology Traps Wealth Managers Must Avoid in 2023

The wealth management landscape continues to change as newer generations inherit wealth or create their own. The demand for digitization is also growing stronger for clients who expect convenience, speed, and transparency.

What can family offices, multi-family offices, and wealth management firms do to anticipate and exceed client expectations? Tate Henshaw, co-founder of Arc Business Management, speaks with Brandon Roth of BILL about looking beyond what you can do to what you should do and how Arc has leveraged bill pay services to uplevel the client experience. 

 

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The 2022 WealthStack Study
The 2022 WealthStack Study

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BILL Accounts Payable & Receivable Partner Program Benefits
BILL Accounts Payable & Receivable Partner Program Benefits