Autobooks Launch Workshop
How to Launch or Accelerate Autobooks at Your Institution, in Just Two Weeks
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!”
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, project plan and checklists, promotional marketing materials, and more.
Week 1
Access and Positioning
Workshop Session:
Tuesday, May 14, 2024
1 – 2 p.m. ET / Noon – 1 p.m. CT
Deep Dive Session:
Thursday, April 16, 2024
1 – 2 p.m. ET / Noon – 1 p.m. CT
Week 2
Prepare Your Team and
Promote Your Launch
Workshop Session:
Tuesday, May 21, 2024
1 – 2 p.m. ET / Noon – 1 p.m. CT
Deep Dive Session:
Thursday, May 23, 2024
1 – 2 p.m. ET / Noon – 1 p.m. CT
Register now for the May workshop
Registration for the current session is now closed.
Want to be notified when registration opens for the next 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