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 Session Recorded:
April 7, 2026

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Deep Dive Session Recorded:
Thursday, April 9, 2026
1 – 2 p.m. ET / 12 – 1 p.m. CT


Week 2
Your Program Health Check and Growth Flywheel

Workshop Session Recoded:
April 14, 2026

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Deep Dive Session:
Thursday, April 16, 2026
1 – 2 p.m. ET / 12 – 1 p.m. CT