Award-winning positioning Leverage AgilLink’s recent WealthTech Americas Awards wins in Bill Pay and Client Accounting to approach senior decision-makers at family offices and wealth management firms as a trusted technology partner with validated industry recognition.

Bank-backed credibility Highlight AgilLink’s status as an RBC company and affiliate of City National Bank to reassure potential clients about financial stability, security, and trusted custodial relationships when pitching payables and accounting solutions.

Scale-focused value Position AgilLink as a scalable platform for family offices and boutique managers seeking to expand bill pay and client accounting operations while maintaining control, enabling cross-sell into larger multi-client setups.

Tech-forward play Emphasize the broad modern tech stack (AWS, Kafka, Informatica, Splunk, Alteryx) to appeal to tech-enabled firms prioritizing robust data integration, real-time processing, security, and analytics for improved financial operations.

Market leadership Leverage consistent industry recognition and a growing awards footprint to target competitors’ clients and peers who value best-in-class WealthTech capabilities and peer validation in client accounting and bill pay.