Three Disruptive Trends Impacting Wealth Management in 2021

Pay your clients’ bills quickly and efficiently, with less manual effort and lower risk, on a platform designed with privacy and security in mind.

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

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.