Success with Relay: Saving Time and Speaking the Client's Language

In this chapter, they discuss the success that some firms have had with Relay, with 50% of their clients using the platform and saving valuable time each month. They emphasize how speaking their clients' language and meeting them where they are is crucial in the accounting industry. They also mention the importance of understanding the immediate problems and needs of clients, such as managing cash flow, and how Relay helps with that by allowing clients to manage multiple bank accounts at no additional cost.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app