Relay Financial

Outstanding Support and Seamless Platform!

I had a wonderful experience setting up my business account with Relay. Their customer service is truly top-notch. A huge thank you to Irha from the support team, who was incredibly responsive and quickly approved my address verification. The platform itself is highly intuitive and perfect for business banking. Highly recommend!

William B Hinds Estate

Jin in customer service was Awesome!!!

Strength through automation

Relay delivers most of its value through automation, which I like. Over the years, the few times where human intervention was necessary, I found the staff friendly and efficient.

Customer service was very kind and…

Customer service was very kind and helpful. Agent even called me back for follow up.

It was easy to setup account and…

It was easy to setup account and support was great when I needed help.

Excellent service

Excellent service, I recommend it 100%.

Awesome option for business banking

Great option for business banking

Simple and user friendly

Rosie at Relay likes to misgender and use dead names -

Rosie at Relay Financial might be the most uncaring or unsupportive customer service agent I've encountered. Rosie contacted me to explain that my account had been frozen for a compliance review and asked I deposit money into the account to cover a small transaction. I tried, of course, through the app but found that since my account was frozen, I was unable to deposit, withdraw, close, or use the account at all. I replied to Rosie, explaining that since she froze the account, I was not able to complete the tasks she was requesting other than provide my EIN, invoices, and website URL. Great, I did that. I should mention that Rosie doesn't reply. She emails me instructions, freezes my account, then goes radio silent. After a week of silence and a frozen account, I reached back out to Rosie, explaining again that since she had frozen the account, there wasn't much I could do. She unfroze the account, requested that I make the deposit immediately, and then emailed her back to let her know I had done so. I did. This time, I guess Rosie read my email signature, which is signed with my middle and last name. Legal names on my birth certificate. Legal names I provided on my application. I go by my middle name, not my first. Rosie pounced on this, as if I were trying to scam her. She said my name doesn't match the person on the account, and Rosie wants the person on the account to reach out and confirm my position within the company. Rosie told me to have the account holder contact her and Relay. Rosie asked that 'she,' the 'account holder,' explain my role in the company. I told her to check the application I submitted when I opened the business account. Check the names, the SSN, the EIN, whatever. Even my website URL uses my middle name. Rosie, if you or another agent had done a little bit of research, you would have discovered all the information you were berating me for. THEN - Rosie dares to email me back. She continued to use my first name when addressing me, thanking me for clearing up the misunderstanding and asking me to reach out if I ever had any other questions. Thanking me again for being a customer, using my first name. After arguing with this "customer service" agent and telling her I use my middle name, she purposefully continued to misgender me and call me by my first name. I was named after my father, who, well... I have PTSD because of this name, which is why I never, ever use it and recoil when I hear it. I asked to be respectfully addressed using my legal middle name, and the agent refused. I closed my account. Relay Financial, if you read this - Rosie is, well, rude to put it mildly.

Love Relay- PF & customer service is…

Love Relay- customer service is responsive- platform is solid and works well. The fact they support profit first-solution makes things simple .

I had some challenges setting up an…

I had some challenges setting up an account. Charles was excellent in recommending solutions and assisting me in completing the registration process. Thank you for your patience.

Great service...Human touch

Great service. Easy to establish account. Human touch even with it being a FinTech / Online Bank.

Great Service

The customer service was thorough and the agent was very friendly and helpful.

I recently had a fantasticExceptional Customer Support and Smooth Onboarding! experience…

I recently had a fantastic experience setting up my business account with Relay. Their platform is incredibly user-friendly, but what truly sets them apart is their outstanding customer service. A special shoutout to Irha from the support team! She was extremely professional, responsive, and quickly completed the manual review of my personal address verification to get everything sorted. It is rare to find business banking with such a supportive and human touch. I highly recommend Relay to any business owner looking for a reliable banking partner!

User Friendly Interface

They have been very helpful and the desktop app is so user friendly. Much better than many others on the market. From Bill Pay to getting your invoice paid all of it is tracked and easy to use. thank you

We run a small e-commerce business and…

We run a small e-commerce business and moved our banking to Relay earlier this year. The experience has been outstanding. Sina K. in particular went above and beyond for us -- helped verify a wire transfer, flagged a compliance review to speed things up, and followed up proactively every step of the way. As a small business, it makes all the difference when your banking team actually cares about your success. We're planning to keep growing with Relay for the long haul.

Great customer service!

I had an excellent experience with this agent Lessie. I reached out through chat because I needed to upload a DBA document to update my business account. We had been receiving checks made out to both business names, and I wanted to make sure future deposits wouldn't be returned. She made the entire process incredibly easy. I simply uploaded the document through the chat, explained my concern about a check we had already deposited a few days earlier, and she assured me she would do everything she could to help make sure there wouldn't be any issues. What really stood out was her follow-up. I wasn't expecting to hear back after our chat ended, but about an hour later she emailed me to let me know that my document had been reviewed, my account had been updated, and everything was complete. She also confirmed that going forward we would be able to deposit checks under either business name without any problems. The whole experience was smooth, efficient, and completely hassle-free. Her proactive communication and willingness to follow up made a great impression. I'm very grateful for her excellent customer service and truly appreciate how easy she made the entire process.

Relay makes being a business owner easier.

I have been using Relay for the past year and a half for my private practice/business. I have found their system to be user friendly, the staff is very helpful, and honestly I prefer this bank than my personal bank. Relay makes being a business owner simpler. Thank you.

Verification Issue

I had a verification issue while signing up for Relay. I contacted support and they were very responsive. Acee and Vince did a great job of getting me access quickly!

Good So Far

So far, things look good. I love the offers for such opportunities such as online or physical cards and more tools for managing my business.