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:
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