In just 30-minutes, we'll explore how firms with existing bill pay processes can streamline their operations using BILL, a trusted and secure solution tailored for firms serving high-net-worth families.
A widely recognized global trendspotter on ultra-high-net-worth, wealth management, and wealthtech trends, Rudin is also a sought-after speaker, contributor to Forbes Wealth Management, and the Founder and CEO of The Rudin Group, a leading global marketing consultancy for financial services firms for more than 15 years. Her co-authored book, "Wealth Management With A Difference - Your Guide To Achieving Client, Generational, And Business Success" is set to be published in early 2025.
A widely recognized global trendspotter on ultra-high-net-worth, wealth management, and wealthtech trends, Rudin is also a sought-after speaker, contributor to Forbes Wealth Management, and the Founder and CEO of The Rudin Group, a leading global marketing consultancy for financial services firms for more than 15 years. Her co-authored book, "Wealth Management With A Difference - Your Guide To Achieving Client, Generational, And Business Success" is set to be published in early 2025.
Andrew Thomas is a Strategic Account Executive at BILL who works with our family office partners to elevate their bill pay process by eliminating manual work, centralizing accounts, and placing internal controls around disbursements. His previous experience includes LPL Financial, where he worked as a Regional Director streamlining and standardizing family office services.
