Become a Relay Certified Banking Partner to help clients make smarter decisions about their day-to-day banking services and cash flow — and build more financially healthy businesses.
Your client’s bank is the gatekeeper to a critical factor of the business’ health: cash flow. By becoming a Banking Partner, you can provide clients greater clarity into the financial health of their businesses at the banking services level.
What’s in the Banking Partner Certification
The Relay Banking Partner Certification is a self-guided program of 11 videos and 9 quiz questions. Once completed, you’ll receive a certification badge to promote your knowledge.
In the certification, you will learn:
What a Banking Partner is
The connection between banking and cash flow clarity
How to identify clients that need a banking partner
How to start a conversation with your clients about banking
How to transition a client onto Relay
A walkthrough of how Relay is built to support you as a banking partner
Become a Relay Certified Banking Partner today
The Relay Banking Partner Certification is designed for accountants and bookkeepers who want to help clients build more financially healthy businesses.
