The Definitive Guide: Successful Financial Planning
For financial professionals, quarterly, monthly, and daily dates are built into the cycle that act as fresh starts and ends. Even though the financial year is generally...
How to Strengthen Client Loyalty with Bill Pay
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...
Creating Stickiness with High-Net-Worth Clients
Building strong client-advisor relationships is the key to achieving the “sticky factor” with high-net-worth clients. Adding bill pay services is a proven...
Key Indicators That Your High-Net-Worth Clients Need Automated Bill Pay Services
High-net-worth (HNW) clients have exceptionally busy schedules and constraints on their time that can leave them struggling to take care of bills and accounts reconciliation....
How We Saved a Multinational Company $3 Million in Tax & Audit Costs Through Tax Co-Sourcing
Coupled with resource shortages and skills gaps, internal tax departments are finding it more challenging than ever to meet reporting demands.
Find out how this multinational...
Painful Challenges of Digital Transformation in Financial Services
Despite years of initiatives, the financial services industry still struggles to formulate a cohesive strategy for digital transformation. Although most financial institutions...