[SECTION]Ondemand Webinars for Wealth Management Firms

September 2, 2021 Jeannie Ruesch
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About the Author

Jeannie Ruesch

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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Family Office and Wealth Management Firms
Family Office and Wealth Management Firms

Pay your clients’ bills quickly and efficiently, with less manual effort and lower risk, on a platform desi...

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Trust the Process: Strengthening client loyalty with the right mix of tech, security and automation
Trust the Process: Strengthening client loyalty with the right mix of tech, security and automation

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