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
We’ve made it easy to launch and grow Autobooks at your financial institution!
Week 1
Accessing and Mass Enabling Autobooks
Workshop Recorded:
March 10, 2026
Deep Dive Session:
March 12, 2026
Week 2
Your Program Health Check and Growth Flywheel
Workshop Session:
Tuesday, March 17, 2026
1 – 2 p.m. ET / 12 – 1 p.m. CT
Deep Dive Session:
Thursday, March 19, 2026
1 – 2 p.m. ET / 12 – 1 p.m. CT