Relay Demo – Banking built for advisors and their clients
Dealing with your clients’ banks no longer has to mean broken bank feeds, access challenges, and liability for your firm. Relay is the only business bank designed for small businesses working with accountants and bookkeepers.
On this webinar, Yoseph West, co-founder and CEO of Relay will show how Relay’s modern business banking can unlock efficiency gains for your firm and help you deliver a smoother client experience. Some of Relay’s core features include:
Direct bank feeds to QBO which provide reliable, enriched, and real-time data
A single partner portal to access all your client banking
User permissions to securely control staff access to client accounts
Automatic bill pay with approval workflows
No-fee banking (no minimum balance, no monthly fees, no overdraft)
This free webinar is sponsored by Relay Financial. Once you register, your contact information will be shared with Relay Financial, but no one else!
