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AgilLink Named Winner of WealthTech America’s Award 2024: Bill Pay

 

AgilLink is honored to be awarded the WealthTech America’s Award 2024 in the Bill Pay category.

The Third Annual Award shines an important light on a sector that has become integral to the wealth management, banking and family office world.

Commenting on the win, Erin Oremland, General Manager, AgilLink said, “In what has been a year of unprecedented growth and change, it is AgilLink’s clients that have handed us the winning edge. Each client has unique needs, and as such it has allowed us to demonstrate our ability to combine over 45 years of family wealth expertise, with our best-in-class bill pay and accounting platform, to meet and exceed their objectives. As an affiliate of City National Bank, the adaptability of our technology is what ultimately empowers AgilLink clients, but it’s our people that make success possible.”

WealthTech recognizes the rapid pace of change in technology. To keep ahead of competition requires relentless focus, imagination, and energy. The recognition this award provides is a testament to these qualities.

Looking ahead, Oremland comments, “Generational transitions are going to become a top concern for family offices. This transition will likely result in more accounting complexity, an increase in entities, and the number of bills family offices are responsible for paying. To succeed, this shift is going to require firms to meet the expectations of their new tech savvy clients. AgilLink is prepared to help family offices meet the needs of the next generation with our mobile app, scalable and efficient bill payment process, Application Program Interface (API) integrations with InvestLink and inAssist.”

We are honored by the win, and look forward to bringing innovation, security, scalability, and transparency to more of the family wealth industry.

Read Erin’s Interview with WealthBriefing

 

AgilLink is an RBC company and is an affiliate of City National Bank Member FDIC.

City National Bank is a subsidiary of Royal Bank of Canada. Deposit products and services are provided by City National Bank.

ClearView Financial Media is an independent company and is not affiliated with AgilLink, City National Bank or Royal Bank of Canada.

InAssist is an independent company and is not associated with AgilLink, City National Bank, or Royal Bank of Canada.

InvestLink is a service mark of Aspire Financial Services, LLC which is not affiliated with AgilLink, City National Bank, or Royal Bank of Canada.