Good customer service experience
The customer service specialist Jelly was very kind, and even though my English wasn't perfect, she was able to help me with all my questions. Thank you.

Relay Financial is a financial technology company that offers an all-in-one business banking and money management platform tailored for small businesses. The platform enables users to gain clear visibility into their cash flow by providing tools for tracking earnings, expenditures, and savings. Relay's services are designed to simplify financial management, making it easier for business owners to implement cash flow strategies such as the "Profit First" methodology. Targeting small to medium-sized enterprises, Relay Financial aims to empower its customers with features that include multiple account setups, no hidden fees, and competitive interest rates on savings accounts. The company partners with Thread Bank to provide banking services, ensuring security and reliability for its users. By focusing on clarity and control in business finances, Relay Financial supports entrepreneurs in making informed financial decisions.
Relay Financial receives a mix of feedback from its users, with many praising the helpful and responsive customer service. Reviewers frequently highlight the professionalism and patience of staff members like Jelly and Katherine, who provide efficient assistance and resolve issues quickly.
The platform is noted for being easy to use, with a smooth setup process and fast services. However, a significant number of customers express frustration over account management issues, including account freezes and difficulties accessing funds. Some users report technical problems with the website, leading to broken links and unresponsive pages. Despite these challenges, many customers appreciate the overall service quality and communication. Overall, Relay Financial is viewed positively, though there are notable concerns regarding account stability and technical reliability.
Summary generated with AI from recent reviews
Each source counts by its number of reviews. Only reviews written by people are scored.
| Source | Rating | Reviews | Weight | 6-mo | Fake risk |
|---|---|---|---|---|---|
Trustpilot Imported Trustpilot reviews | 4.1 | 20 | 100% | ● Medium |
Monthly average rating from reviews written by people · latest review Oct 2026.
| Month | Average | Reviews |
|---|---|---|
| Sep 26 | 4.2 | 18 |
| Oct 26 | 3.0 | 2 |
Share of positive (4–5★) and negative (1–2★) reviews mentioning each topic · based on the 20 most recent reviews.
“Great costumer support, Jelly was very helpful and efficient”
“Relay dropped my account when I tried to activate my business card”
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Banks.
| Company | Overall | Legit | Service | Trend | Reviews |
|---|---|---|---|---|---|
| 4.1 out of 5 (good) | 100 out of 100 | 4.3 out of 5 (good) | — | 20 | |
| 4.9 out of 5 (good) | 100 out of 100 | 5.0 out of 5 (good) | +1% | 321 | |
| 1.8 out of 5 (poor) | 100 out of 100 | 1.9 out of 5 (poor) | — | 25 | |
| 4.2 out of 5 (good) | 100 out of 100 | 3.3 out of 5 (fair) | — | 1,200 | |
| 4.7 out of 5 (good) | 100 out of 100 | 4.7 out of 5 (good) | — | 1,060 |
Bottom line: Relay Financial is #4 of 5 on overall rating in this group. On service, Ben S. Digital Change scores higher (5.0 vs 4.3).
20 reviews of Relay Financial. Filter by what matters to you.
The customer service specialist Jelly was very kind, and even though my English wasn't perfect, she was able to help me with all my questions. Thank you.
I had a great experience working with Katherine during the process of opening our business account with Relay. She was extremely helpful, responsive, and professional throughout the process, and she made everything much easier to navigate. I really appreciated her willingness to answer my questions and help us get everything set up successfully. Her support made a very positive first impression of Relay. Thank you, Katherine, for your excellent assistance!
The quickest answer I have never receibed from other companies. The pacience and knowledge, and just know what I need and solve exactly what I needed. I really apreciate the exactly words and comments, also help & solutions. Thanks!!
easy to use,good and fast services.
I had a great experience with Relay’s support team. Julian was friendly, patient, and clear in answering my questions. I appreciate the time he took to help me.
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The person I spoke with resolved my issue within a very short few minutes. He was very kind and helpful.
Excellent communication and assistance!
I have been with Relay Bank for approximately three years. I do all of my two businesses banking here and I love it. They are very quick to assist when I have questions or issues, I've had a fraud issue with my account in the past and they expedited my new card and helped to resolve the charges. I am very happy with Relay and their communication.
The staff were very professional, patient and proactive. My issue was solved Thank you
The ease of the initial setup and no cost. Cards delivered quickly. Transaction history with receipts is top notch as well.
Banking was easy, however I had some fraudulent charges happening in new York when I live in ohio and began to get afraid to use the accounts, I called and got a new card and the same thing happened almost right away with the new card! I had never used it at all. So I closed the accounts. A lot I liked about this, the idea of it, but I felt it was not safe for my money due to what happened, not sure who is on the other end doing that? It was super fast after I had my card delivered so seems like an inside fraudulent act to me. Person who closed my accounts was kind and it was fast to do.
Was help and cooperative to solve my problem.
Easy go platform, has everything I need
Fast review and top level customer service!
Relay Financial is a financial technology company that offers an all-in-one business banking and money management platform tailored for small businesses. The platform enables users to gain clear visibility into their cash flow by providing tools for tracking earnings, expenditures, and savings. Relay's services are designed to simplify financial management, making it easier for business owners to implement cash flow strategies such as the "Profit First" methodology. Targeting small to medium-sized enterprises, Relay Financial aims to empower its customers with features that include multiple account setups, no hidden fees, and competitive interest rates on savings accounts. The company partners with Thread Bank to provide banking services, ensuring security and reliability for its users. By focusing on clarity and control in business finances, Relay Financial supports entrepreneurs in making informed financial decisions.
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