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.

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'll learn: 

The Relay Banking Partner Certification is designed for accountants and bookkeepers who want to help clients build more financially healthy businesses.

What’s in the Banking Partner Certification

• 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