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MC-2565 From Support to Superglue - How Bill Pay Activities Add Value to HNW Client Relationships

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How Bill.com can strengthen long-term relationships Bill.com's offering for wealth management firms leverages all the benefits of its automated platform while addressing the unique needs of wealth management firms including: • Automated accounts payable: Bill.com auto-enters invoice details for review, saving 50 percent of time managing clients' bill pay. Easily route clients' bills and review notes through pre-determined approval workflows. • Pay bills quickly, with multiple payment options at your fingertips. Schedule and send payments with multiple payment options, including ACH, check, virtual cards and international wire transfers for business payments with the ability to make same-day or next-day payments for those bills that can't wait. • One secure platform for ease-of-mind: Designed with clients' security and privacy in mind, the Bill.com platform keeps all bank account information private from vendors by making digital payments through the Bill.com account enables easy access for clients from any device or location with 2-step verification where data in transit is encrypted using industry-standard Transport-Layer Security. Bill.com also offers premium support and resources, from white-glove setup and training to fast assistance when you need it.offer services in technology selection, implementation, and training. "I don't know what I'd do without you." Ah, the song of success, when your client wraps up a call or a meeting with an "I don't know what I'd do without you." Automating bill pay is a strong way to strengthen relationships with high-net-worth individuals and families. Before Bill.com, bill pay was something to be avoided, now it is something to be marketed." -Bob Jacobson, Partner, Friedman & Huey Associates LLP Interested in learning more? Visit bill.com/wealth-management.

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