High net worth clients often have complex business structures that make manual, paper-based payment processes time-consuming, laborious and even risky.
With the right technology, advisors can offer their clients efficient, secure bill pay services that alleviate a common challenge for affluent clients. In addition to providing competitive differentiation targeted at attracting and retaining high-value clients, bill pay also can strengthen the traditional advisor-client relationship.
The result is a win-win situation that addresses an urgent client need and produces a loyal, stable client base for advisors.
Read this white paper to learn more.