Alyssa Lang interviews Deanna Zubrickas, a rep from Relay Financial Bank, about their incredible banking platform and how it can help to streamline your client experience as a bookkeeper or accountant. In this episode Alyssa and Deanna dive into the newest features that Relay has released including Profit First auto transfer rules, 1% - 3% interest bearing savings accounts, Relay 2.0 and so much more.
In this episode you’ll hear:
- New Profit First auto transfer rules to easily allocate money across accounts
- New interest bearing savings accounts and how to encourage clients to get them
- In depth allocation process from a bookkeeping firm owner
- How to create a better client experience using this banking platform
- How to migrate clients and yourself from your old bank to Relay
About our guest:
Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna is the go-to product expert for business banking solutions and banking integrations with accounting software. She also recently completed the Profit First Professionals certification.
Connect with Relay:
Follow them on Instagram: https://www.instagram.com/bankwithrelay
Check out their Facebook Page: https://www.facebook.com/bankwithrelay
Email them: support@relayfi.com
Check out their website: https://relayfi.com/
Resources mentioned in this episode:
🏦 Sign up for Relay Accountant account
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