Secure Bill Payment and Client Accounting Solutions
AgilLink’s secure bill payment and specialized cloud accounting solution is a key component in helping Family Offices improve controls, scale their operations and provide more holistic services and reporting to their clients.
In our annual nationwide bill payment survey, Family Offices that offered bill payment services reported three clear benefits to their operations:
- Additional stickiness in client relationships – 62%
- Ability to provide better insights and planning – 41%
- Additional revenue – 31%
Firms that offer bill pay services become much more central to their client’s day to day financial health, which lowers the risk of a client leaving.
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