Why offering bill pay services can help you retain or gain high net-worth clients.
With data showing a third of wealth management clients intend to switch providers or move their assets in the next year, retention is a priority for advisors. You can strengthen these relationships by providing services that offer value beyond investment advice. Bill pay services are especially attractive for high-net worth clients.
Download this whitepaper to learn how to manage bill pay for your high net-worth clients to make them happier and more loyal. You will find valuable information on:
Why bill pay is important to high net-worth clients
How bill pay services can help you stand out from the competition
How the right technology can make bill pay services a win-win for clients and advisors
Offered Free by: Bill.com See All Resources from: Bill.com