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