Building a Bank for Accountants and Small Businesses
Yoseph West joins Blake and David to examine Relay Financial's background and their ambition to solve banking problems by becoming a bank themselves, designing the ideal user experience, and overcoming regulatory challenges. West also outlines Relay's redesigned accountant partner program, its many benefits, and upcoming features like receipt capture. The discussion turns to best practices for incorporating technology like Relay into accounting practices to solve client problems and the importance of understanding client pain points.
Meet Our Guest, Yoseph West
Meet Our Guest, Yoseph West
LinkedIn: https://www.linkedin.com/in/yosephwest/
Twitter: https://twitter.com/bankwithrelay
Facebook: https://www.facebook.com/bankwithrelay
Instagram: https://instagram.com/bankwithrelay
Twitter: https://twitter.com/bankwithrelay
Facebook: https://www.facebook.com/bankwithrelay
Instagram: https://instagram.com/bankwithrelay
Learn more about the Relay Partner Program:
https://www.relayfi.com/advisor-partner-program?referralcode=acctpod&utm_source=ab&utm_medium=podcast&utm_campaign=abpartnerprogram
Disclaimer:
Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are 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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Disclaimer:
Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are 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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Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Creators and Guests
Guest
Yoseph West
Yoseph West is the Co-Founder & CEO of Relay, an online banking and money management platform that puts small businesses, and their advisors—accountants and bookkeepers—in complete control of their cash flow. Before Relay, Yoseph led marketing at Hubdoc, joining the company when it was at zero revenue and leading its growth until Hubdoc’s eventual acquisition by Xero. Prior to that, Yoseph also co-founded Vuru, a financial analysis product that was acquired by Wave Accounting. He later joined Wave Accounting (now H&R Block) to lead the company's product engagement and monetization efforts.
