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Strengthen Client Loyalty in Times of Change for High Net Worth Clients with wealthmanagement.com
In this playbook, we offer practical tips for identifying the most important technology needs of family offices, and evaluating solutions.
Done right, managing bill pay for your high-net-worth clients will make them happier and more loyal.
Why Wealth Advisors and Family Office Firms Need to MakeThat Digital BusinessTransformation Now
No one expects disruption in their market, but when it happens, it can be hard for companies—even savvy technology companies—to understand what is happening and catch up with the trends.
While there are certain regulatory issues that financial advisors must consider, offering bill pay services to clients is not prohibited; it is a business decision.
Strengthen Client Loyalty in Times of Change: Why You Should Offer Bill Pay for Your High Net-Worth Clients
Pay your clients’ bills quickly and efficiently, with less manual effort and lower risk, on a platform designed with privacy and security in mind.
To help you better understand the Millennial market, Kevin Au offers 6 sound tips for attracting the next-generation of clients and why it’s important to get in front of them now.
Become the trusted advisor that never misses a payment.
In this whitepaper, we discuss why you should consider AP automation today for your high-networth clients and how it can help you support your clients’ bill pay needs.