Autobooks Growth Workshop

The Fast Way to Grow Autobooks
at Your Institution

Ready to unlock the potential for your 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)?
Your Program Health Check and Growth Flywheel

Workshop Session: 
Tuesday, April 15, 2025
1 – 2 p.m. ET / 12 – 1 p.m. CT

Deep Dive Session:
Thursday, April 17, 2025
1 – 2 p.m. ET / 12 – 1 p.m. CT

Registration for the current workshop session is closed.

Want to be notified when registration opens for the next session?
Join the waitlist: 
Register now!
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 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.