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.
