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Description
Relay is a comprehensive online banking and financial management solution tailored for small enterprises, enabling them to maintain complete oversight of their cash flow through an integrated system for banking, expense tracking, bill payment, invoicing, and financial automation. This platform allows users to set up as many as 20 distinct checking accounts and two savings accounts, issue both physical and virtual debit or credit cards equipped with spending controls, and facilitates the sending and receiving of payments through various methods such as ACH transfers, wire transfers, and checks, including deposits from services like PayPal, Stripe, or Square. Additionally, Relay empowers businesses to categorize their income and expenses effectively, automate account transfers either by fixed dollar amounts or percentages, and manage fund allocation for taxes, payroll, savings, or profits automatically. The platform also enhances billing processes and vendor transactions by allowing users to upload or email their bills (or sync directly from accounting software), implement customizable approval workflows, and execute payments via ACH, wire, or check right from within the system. By utilizing Relay, small businesses can streamline their financial operations and improve overall efficiency in managing cash flow.
Description
Relay Network introduces the Business Feed Platform, an entirely new way for organizations to connect with customers through personalized, secure, and interactive feeds. Unlike traditional outreach tools such as email or portals, Relay’s feed format mirrors the usability and engagement of social media, delivering the right information at the right moment. Businesses initiate these personalized experiences with SMS invitations that guide users to their private feeds—no app downloads or credentials needed. Inside the feed, customers can access rich multimedia, complete forms, sign documents, or chat directly with businesses, all from one seamless interface. Relay’s compliance with HIPAA, SOC 2, TCPA, and HITRUST ensures enterprise-grade privacy and trust across industries. The platform empowers sectors like banking, healthcare, and membership associations to onboard new users, boost renewals, and drive participation in digital programs. Case studies highlight dramatic results, including 10x higher engagement than email and up to 46% increases in account funding. With its mix of personalization, automation, and security, Relay is reshaping how organizations build lasting, results-driven customer relationships.
API Access
Has API
API Access
Has API
Integrations
Desktop.com
Eloqua
Gusto
Hemi
Marketo
PayPal
Plaid
QuickBooks Online
Salesforce
Salesforce Service Cloud
Integrations
Desktop.com
Eloqua
Gusto
Hemi
Marketo
PayPal
Plaid
QuickBooks Online
Salesforce
Salesforce Service Cloud
Pricing Details
$30 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Relay Financial
Founded
2018
Country
Canada
Website
relayfi.com
Vendor Details
Company Name
Relay Network
Founded
2010
Country
United States
Website
www.relaynetwork.com
Product Features
Business Bank Accounts
Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management
Product Features
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Personalization
A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization