Autobooks Launch Workshop
The 3-Week Plan for Launching or Accelerating Autobooks at Your Institution
We’ve made it easy to launch (or reboot) Autobooks at your financial institution!
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!” in just three weeks.
On-Demand Resources
Autobooks Launch & Growth Workshops
Everything your team needs to build and grow your Autobooks program.
Week 1
Accessing and Mass Enabling Autobooks
Workshop Session Recorded:
September 8, 2026
Download presentation
Deep Dive Session:
Thursday, September 10, 2026
1 p.m. ET / Noon CT

Week 2
Your Program Health Check and Growth Flywheel
Workshop Session Recorded:
September 15, 2026
Deep Dive Session:
Thursday, September 17, 2026
1 p.m. ET / Noon CT
