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Create Scale And Add Controls To Your Client Bill Payment Process

 

Superglue for Your High Net Worth Clients

Bill payment services are like superglue for your high net worth (HNW) clients. Our annual bill payment survey revealed bill payment services as the number one benefit firms can offer. Your clients want it and expect you to handle the complexities that come with managing and tracking the cash flow and bills associated with multiple entities, properties, household staff, insurance premiums and more.

Does your bill payment process look like this?


Firms are Worried About :

  • Needing more staff
  • Missing a bill or having to explain a mistake
  • Opening clients up to fraud
  • Facing an audit

With AgilLink your bill pay system can look like this


Firms Benefit from:

  • Increase scale without headcount
  • Better straight through processing
  • More control
  • Better Transparency

Our Secure Bill Pay Offers

Integrated Imaging

Electronically store all invoices and other important documents in the cloud. Invoice images can be attached to transactions making the approval and audit process simple and easy. 

Compliance & Transparency
AgilLink is designed to give your clients peace of mind, featuring role-based permissions, automated alerts and comprehensive audit trails.  
 
Approval Workflows

Configurable approval workflow with multiple levels including client approvals. Integration with City National Bank ensures payments cannot be released without proper sign-off.

Approval at their Fingertips

Our mobile application makes it easy for your clients to approve bill payments from anywhere, at any time from the convenience of their mobile phone.

 

Bank Level Security

HNW clients are often targeted, because of their notoriety. As an RBC company, AgilLink is held to the highest standard of security protocols and safeguards.

 

Treasury Management

Our integration with City National Bank provides complete treasury management capabilities. Streamline bank and credit card reconciliations, intra-day balances, and activity.


Learn More About Our Mobile Application

 

Ready to see AgilLink in Action?


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Media & Insights

The future is here with AgilLink

Learn more about the beginning of our rebranding and our new website.

 

 

Q and A with John McILwee

We sat down with John McILwee, founder and CEO of John McILwee & Associates, to see how the AgilLink and Exactuals integration is saving the firm 70%-80% of their payment processing time.