How to Strengthen Client Loyalty with Bill Pay

How to Strengthen Client Loyalty with Bill Pay

 

 

How to Strengthen Client Loyalty with Bill Pay

Provide services that offer value beyond investment advice

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

White Paper from  BILL

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