Wealth advisors and family office firms have long attributed success to having that solid trust between a client and their firm, which leads to loyalty. The ever-changing financial/technology trends and the desire to be on top of what your clients need, and offering it before they ask for it, are more important than ever. Bill pay is one of those activities that is often very time consuming and cumbersome for high-net-worth clients. This value-added service can be offered to your clients if you use the right bill pay technology.
In this webinar, you will hear:
- What are the key trends and insights we’re hearing in the wealth management industry
- How technology needs and expectations are changing and how you can take advantage of this
- What are the key considerations and benefits to be aware of, especially when shifting from a manual to automated workflow
- How leveraging technology to automate bill pay will help increase efficiency, client retention and client satisfaction
Sponsored by
Kevin Au
Senior Director, Product Marketing
Bill.com
Robert Jacobson
Partner
Friedman & Huey Associates
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com