Transitioning your clients to connected, collaborative banking

Ian VacinChief Customer Officer, Karbon
 

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.

Ian Vacin
Chief Customer Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Yoseph West
CEO & CO-Founder, Relay Financial

Yoseph is the co-founder and CEO of Relay, banking for growing businesses. Prior to founding Relay, Yoseph led marketing at Hubdoc from its early days to its acquisition by Xero.

Working closely with accountants and bookkeepers, Yoseph repeatedly saw the need for better business banking. That’s why he founded Relay, banking designed to enable growth, accelerate collaboration, and improve financial visibility.

Prior to Hubdoc, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting.