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Building a Winning Small Business Bank

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Additional Resources

In addition, we've provided the resources below to help you better understand the evolving small business market so that you can better serve and monetize your small business relationships. 

If you would like to schedule time with our team, please scroll to the bottom and click the invitation link.

Podcast: SMBs are stuck in a banking problem that they need help solving

Autobooks' Co-founder and CEO Steve Robert joined Tearsheet's Zack Miller to discuss how SMBs are stuck in a banking problem.  

It’s really hard running a small business — owners have to wear many hats. Frequently, they’re taking care of sales, operations, customer service and finance all at the same time. You know the expression around kids — that it takes a village to raise them? Well, for a small business, it takes an ecosystem to support it. And that ecosystem should involve its bank.

 

Read the blog post

Podcast: Embedded fintech: The new product future for financial institutions

Autobooks' Vice President of Marketing Derik Sutton spoke with Zack Miller of Tearsheet to discuss the topic of embedded fintech.  What is it, and what are the benefits for financial institutions?   

With APIs and embedded finance, it’s getting easier for software firms to integrate financial products into their offerings. So, software used by the construction industry, for example, can incorporate payments via a tie-up with a fintech company.

 

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Podcast: How nbkc gets more out of the fintech partner selection process

The old paradigm of banks versus fintechs is getting tired. The truth is, both sides of the industry have been partnering successfully for years and they’re finding new ways to partner. Finding ways to collaborate that bring the best each has to offer. That creates value to both parties beyond what each can do alone.   

Evan Ashcraft, Vice President of Product Strategy at nbkc, joins the Tearsheet podcast to discuss how banks can get more out of the partner selection process, avoid common pitfalls, and prepare for a successful launch.

 

Read the full article

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Starter Kit Video Library

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We deployed the Autobooks invoicing and account management tool within our bank in a matter of weeks.  

On day one of launch, literally within minutes (22 to be exact), we saw one of our business customers sign up for Autobooks, send out an invoice, AND receive their first payment.  

This is indeed a game-changer. 

Melissa Eggleston

Chief Deposit Office at nbkc

Melissa Eggleston Headshot

What is the $370 Billion Opportunity in Banking?

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CELENT Reinventing Small Business Banking 2021

The report from Celent — a leading researcher focused on fintech — includes the analysis and recommendations you need to become a pacesetter in small business banking.  

Download the report

Autobooks Small Business Report 2020

Small businesses need an upgraded banking experience. Your financial institution can provide that by transforming your existing online banking application. In this report, you will learn how with our insights and recommendations.

Download the report

Why TD Bank Decided to

Upgrade Small Business Banking.

Watch the Webinar

Webinar: Breaking Down the CELENT Reinventing Small Business Banking Report

If you've read our new report, Reinventing Small Business Banking: Pacesetters in Embedded Finance, you know that financial institutions now face an onslaught of non-bank tech players — all vying to capture the small business market. 

Watch the webinar

Webinar: Why Would an SMB Hire Your FI?

Your SMB customers strive to make progress every day, but it's never easy. And it's not always clear how your FI can help. Join us in this upcoming webinar as we delve into the four major struggles (or Jobs to Be Done) of small business, and how they can help you better understand — and serve — your customers. 

Watch the webinar

Would you like to talk with someone about Autobooks for your financial institution?  

 

Schedule time with our team