Clients are increasingly looking for remote and digital solutions to their financial processes, and payments are no exception. Traditional methods are not suiting clients’ needs, and firms need to provide a service that will create a seamless and even delightful experience. In this webinar, Tyler Hickman will go over Veem and its integrated payment processes and highlight features that are solutions to many firms’ pain points. He will discuss how the platform can streamline processes for both you and your clients in everything from payment scheduling to troubleshooting and reconciliation.

Learning Objectives:

• Summarize how traditional methods are no longer suitable for clients' needs


• Determine how the platform can streamline processes for both you and your clients


• Identify features that are solutions to many firms' pain points