136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas

The Ambitious Bookkeeper Podcast

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In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants!

In this episode you’ll hear:

• The new Relay Partner Program
• How to position and convert clients to Relay
• All the things I love about Relay
• Profit First Friendly Bank

Resources mentioned in this episode:

• Become a Relay Partner

Meet Deanna
Deanna Zubrickas works directly with Relay’s Partners, accountants and bookkeepers, helping them deliver superior business banking to their clients. Deanna a certified Profit First Professional and is the go-to product expert for business banking solutions and banking integrations with accounting software. Before making the move into financial technology, Deanna supervised retail operations and managed customer relations at a number of enterprise and mid-sized retail brands, including OAK + FORT, Free People, and Urban Outfitters.
Connect with Deanna:
📧 Email: [e-mail]
📱 X: https://twitter.com/bankwithrelay
📱 IG: https://instagram.com/bankwithrelay
📱 LinkedIn: https://linkedin.com/company/bankwithrelay
Dislcaimer: Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance 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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• Visit our website: ambitiousbookkeeper.com
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• Podcast Editing: Sabr Media LLC
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Bölümler

1. 136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas (00:00:00)

2. Introduction (00:01:26)

3. What is Relay? (00:05:09)

4. Limitations of Relay (00:14:23)

5. Profit First (00:17:44)

6. The New Relay Partner Program (00:21:20)

7. Words of Wisdom (00:24:09)

8. Conclusion (00:27:08)