Autobooks Launch Workshop
How to Launch Autobooks at Your Institution, in Just Two Weeks
We’ve made it easy to launch 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!”
Autobooks Launch Workshop
The 3-Week Plan:
How to Launch or Accelerate 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.
Along with the two live, one-hour sessions, all attendees will receive ongoing support and resources —
including scheduled deep dive sessions, training resources, promotional marketing materials, and more.
Week 1
Accessing and Mass Enabling Autobooks
Workshop Session:
Tuesday, February 11, 2025
1 – 2 p.m. ET / 12 – 1 p.m. CT
Deep Dive Session:
Thursday, February 13, 2025
1 – 2 p.m. ET / 12 – 1 p.m. CT
Week 2
Your Program Health Check and Growth Flywheel
Workshop Session:
Tuesday, February 18, 2025
1 – 2 p.m. ET / 12 – 1 p.m. CT
Deep Dive Session:
Thursday, February 20, 2025
1 – 2 p.m. ET / 12 – 1 p.m. CT
Register now for the February workshop
Registration for the current session is now closed.
Want to be notified when registration opens for the March session?
Join the waitlist:
Week 1
Internal Testing & Preparation
Tuesday, December 5
1 – 2 p.m. ET
Office hours:
Thursday, December 7, 11 a.m. – 1 p.m. ET
Week 2
Train Your Team
Tuesday, December 12
1 – 2 p.m. ET
Office hours:
Thursday, December 14, 11 a.m. – 1 p.m. ET
Week 3
Announce Your Launch & Go Live
Tuesday, December 19
1 – 2 p.m. ET
Office hours:
Thursday, December 21, 11 a.m. – 1 p.m. ET
Register Now for the December Workshop
Registration for the December session is now closed.
Want to be notified when registration opens for the next session?
Join the waitlist:
Our Autobooks Growth Team will provide you the guidance and step-by-step resources you need to quickly test the product, train your team, market your launch, and manage your program — so you can:
or accelerate your current program — to compete with 3rd party disruptors, grow deposits, and earn NII
November Workshop — In Progress
Registration is closed.
Week 1
Internal Testing & Preparation
Session complete
Week 2
Train Your Team
Session complete
Week 3
Announce Your Launch & Go Live
Tuesday, November 14
1 – 2 p.m. ET
Office hours:
Thursday, November 16, 11 a.m. – 1 p.m. ET