Strengthen Client Loyalty in Times of Change

Why You Should Offer Bill Pay for Your High-Net Worth Clients

The wealth management industry is being disrupted, with significant changes along multiple dimensions.

• Technology plays an increasing role in wealth management, accelerated by the pandemic.
• Bill pay is an outstanding opportunity to build stronger client relationships and create greater efficiency.
• A bill-paying technology solution can address each of these stages of inefficiency.
• Virtual family office firms for high-net-worth clients leverage technological capabilities to benefit clients and firms.

Manage bill pay for your high-net-worth clients with greater confidence.

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How High-Touch Bill Pay Services Can Help RIAs
How High-Touch Bill Pay Services Can Help RIAs

While there are certain regulatory issues that financial advisors must consider, offering bill pay services...

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Why bill pay is the next big growth opportunity
Why bill pay is the next big growth opportunity