Autobooks Growth Workshop

The Fast Way to Grow Autobooks
at Your Institution

Ready to unlock the potential for your existing program AND build a solid foundation for the future?

Autobooks Growth Workshop

Re-imagining Small Business Checking

Our two-week workshop will provide your financial institution with everything you need to take your checking to the next level — so you can quickly increase your enrollments and the total payment volume processed through Autobooks.

Autobooks Growth Workshop

The 3-Week Growth Plan:
How to Accelerate Your Autobooks Program

Ready to make your Autobooks program a focus this quarter?
Our three-week workshop will provide your financial institution with best practices and resources to establish a healthy program and report on its success.  Additionally, you will receive the latest training materials including product updates as well as the latest kits for promoting these features to your small businesses, non-profits, and sole proprietors.

Wondering if our workshop is for you?

If you’ve already launched Autobooks, but you’re still asking yourself these questions, then the answer is a big YES:

  • How is the small business market changing (and as a result, how does Autobooks help us to compete)?
  • How should we position Autobooks alongside our existing business services (and promote it most effectively)?
  • How do we best manage our program to keep up with existing users and prospects (without draining resources)?

Registration for the February session is closed.

Want to be notified when registration opens for the next session?
Join the waitlist: 
Register now!
Week 1
Program Health Check

Workshop:
Tuesday, February 13, 2:30 – 3:30 p.m. ET

Deep Dive Session:
Thursday, February 15, 2:30 – 3:30 p.m. ET

Week 2
Program Growth Flywheel

Workshop:
Tuesday, February 20, 2:30 – 3:30 p.m. ET

Office Hours:
Thursday, February 22 2:30 – 3:30 p.m. ET

The 2-week growth plan:

Along with the two live, one-hour Zoom sessions, all attendees will receive ongoing support and resources including a pre-course video intro, a list of best practices, a framework for positioning small business checking offerings,  promotional resources, scheduled office hours, and more.

Registration for the December session is closed.

Want to be notified when registration opens for the next session?
Join the waitlist: 
Register now!
Week 1
Shaping Modern
Small Business Checking

Workshop: Tuesday, December 5, 2 – 3 p.m. ET

Office Hours: Thursday, December 7, 2 – 4 p.m. ET

Week 2
Shipping Modern
Small Business Checking

Workshop: Tuesday, December 12, 2 – 3 p.m. ET

Office Hours: Thursday, December 14, 2 – 4 p.m. ET

The 3 session, 3-week growth plan:

Along with the three live, one-hour Zoom sessions, all attendees will receive ongoing support and resources including a pre-course video intro and invite, a list of best practices, an internal program reporting template, seasonal promotional resources, scheduled office hours, and more.

Registration for the November
session is now closed.

Want to be notified when registration opens for the next session?
Join the waitlist: 
Register now for the November Growth Workshop
Week 1
Program Health Check
& Review of Best Practices

Session Complete
Week 2
Autobooks Template
for Program Reporting
Session Complete

Office Hours: Thursday, November 9, 2 – 4 p.m. ET

Week 3
Q4 Marketing and Training Kit
Tuesday, November 14
2 – 3 p.m. ET

Office Hours: Thursday, November 16, 2 – 4 p.m. ET

Our Autobooks Growth Team will provide you the guidance and step-by-step resources you need to quickly scale up your program, so that your program enrollments and revenue meet or exceed your ongoing institutional goals.

Learn how you can build a successful Autobooks program that grows deposits and non-interest income without burdening your team or requiring significant resources. 

Rely on our off-the-shelf resources and project plan that have been approved by hundreds of marketing, compliance, and risk teams at partnering financial institutions. 

Gain access to tools and best practices used by FIs like your that consistently perform and hit/exceed processing and enrollment benchmarks.