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 accountsNew interest bearing savings accounts and how to encourage clients to get themIn depth allocation process from a bookkeeping firm ownerHow to create a better client experience using this banking platformHow to migrate clients and yourself from your old bank to RelayAbout 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.comCheck out their website: https://relayfi.com/Resources mentioned in this episode:🏦 Sign up for Relay Accountant accountThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com