Complimentary White Paper

How to Strengthen Client Loyalty with Bill Pay
Done right, managing bill pay for your high-net-worth clients will make them happier and stickier.
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

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