Wealth Management

Strengthen client loyalty in times of change

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Wealth advisors and family office firms are pursuing client loyalty against a backdrop of rapidly technological and industry changes. Bill pay is a time-consuming activity for high-net-worth clients that represents a significant value-added service for advisors and family office firms to offer. Across a number of touchpoints, bill pay efficiency and security can be improved (by taking advantage of services such as BILL), resulting in a deeper relationship with clients.

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