CSI + Autobooks Launch Workshop

How to Launch Autobooks at Your Institution, in Just Two Weeks

We’ve made it easy for CSI Financial Institutions to launch Autobooks!
Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!”

Along with the two live, one-hour sessions, all attendees will receive ongoing support and resources —
including scheduled deep dive sessions, project plan and checklists, promotional marketing materials, and more.

The 2-week launch plan:

Along with the two live, one-hour sessions, all attendees will receive ongoing support and resources — including scheduled office hours, a project plan and checklists, promotional marketing materials, and more.

Week 1
Access and Positioning

Workshop Session: 
Tuesday, May 14, 11 a.m. – Noon ET

Deep Dive Session:
Thursday, May 16, 11 a.m. – Noon ET

Week 2
Prepare Your Team and
Promote Your Launch

Workshop Session: 
Tuesday, May 21, 11 a.m. – Noon ET

Deep Dive Session:
Thursday, May 23, 11 a.m. – Noon ET

Week 3
Announce Your Launch & Go Live
Tuesday, December 5
11 a.m. – Noon ET

Office hours:
Thursday, December 7, 1 – 3 p.m. ET

Registration for the current session is now closed.

Want to be notified when registration opens for the May session?
Join the waitlist: 
Register Now 
Our Autobooks Growth Team will provide you the guidance and step-by-step resources you need to quickly test the product, train your team, market your launch, and manage your program — so you can:
Launch Autobooks now to compete with 3rd party disruptors, grow deposits, and earn NII
Provide a no-commitment invoicing and digital payment acceptance option to your small business customers
Get a quick win by upgrading your digital banking experience with Autobooks — all with minimal effort from your FI team