1 min read

Transitioning clients to collaborative banking

By Yoseph West

Co-Founder & CEO, Relay

In 2019, 55% of SMBs added or changed financial institutions. This simple decision can have a powerful waterfall effect on your firm. That's why accountants and bookkeepers need to be leading the conversation.

In this webinar, Yoseph West and Ian Vacin from Karbon explore how firms can deliver better financial visibility for their customers through collaborative banking.

Catch the recording below to learn:

  • How new banking options and trends in small business behavior can impact your firm

  • How legacy banking options compare to modern solutions

  • What your firm stands to gain from automation in banking

  • Positioning a banking solution