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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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.
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.
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