Sponsored by Bill.com
High-net-worth (HNW) clients typically come with higher service expectations. They also come with exceptionally busy schedules—consumed with work, travel, business and investment activities.
Constraints on time can take attention away from important day-to-day tasks, such as management of bills and accounts reconciliation. This commonly leads to overlooked invoices, inaccurate account records and a litany of other financial tracking issues.
As their trusted advisor, you understand the value of ensuring your HNW clients are well taken care of at all levels. But how do you know when your clients need you to step in? What are the signs that they require automated bill pay services? Download this valuable white paper to help identify the key indicators.