Building a Bank for Accountants and Small Businesses

Building a Bank for Accountants and Small Businesses

Blake Oliver & David Leary

About this episode

Yoseph West joins Blake and David to examine Relay Financial's background and their ambition to solve banking problems by becoming a bank themselves, designing the ideal user experience, and overcoming regulatory challenges. West also outlines Relay's redesigned accountant partner program, its many benefits, and upcoming features like receipt capture. The discussion turns to best practices for incorporating technology like Relay into accounting practices to solve client problems and the importance of understanding client pain points.

Meet Our Guest, Yoseph West


Learn more about the Relay Partner Program:

Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted

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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page