Transitioning your clients to connected, collaborative banking

In 2019, 55% of SMBs added or changed financial institutions. A simple decision such as clients’ banking can have a profound impact on your own practice, workflows, and tech stack. Which is why you need to be in control of the conversation.

As their accountant, you have a role to play in helping them select the best option for them and your firm, transitioning smoothly, and ensuring all workflows remain efficient.

In this video, Ian Vacin is joined by Yoseph West from Relay Financial to explore this in detail. Learn how to leverage collaborative banking with your clients to streamline workflows and improve their financial visibility.

Find out:

• What changes to the US banking landscape mean for your firm

• The differences between traditional banking and collaborative banking

• The outcome of automated banking, which connects clients, accountants, and systems

• The common characteristics of SMB clients, and how these impact their banking needs

• How to position the value of upgrading banks and handle common client objections

• The process for a smooth transition across any number of clients

• Best practices for assisting your clients through any transition remotely

Download the presentation slides.