About the Author
Jeannie is the Director of Marketing at Bill.com. Jeannie has over 20 years in brand creation and strategy, design, social media development, demand gen and customer marketing. She has taken companies perceived as local businesses to attention-grabbing national and global brands. She's a tech geek at heart and loves finding ways to help customers solve problems. Jeannie is also an author and award-winning graphic designer.
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Brandon Roth, Sr. Product Marketing Manager, breaks down five traps RIAs often fall into when building a tech stack, how to avoid them, and how to build an excellent digital culture in your company.
Pay your clients’ bills quickly and efficiently, with less manual effort and lower risk, on a platform designed with privacy and security in mind.
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1:01:49Strengthen Client Loyalty in Times of Change for High Net Worth Clients with wealthmanagement.com
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.
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