Banker Perspectives on
Launching Autobooks
Finalizing your Autobooks launch plan, but still have questions?
Watch the videos below to hear how other financial institutions prepared their teams, overcame internal hurdles, and successfully launched their programs.
Preparing to Go Live with Autobooks
How important is small business at your institution?
How did you prepare your team for launch?
What were your expectations bringing Autobooks to market?
Does Autobooks compete with Merchant Services?
Configuration & Testing
What was the set-up and launch prep process like?
How easy was it to launch Autobooks?
Announcing Your Launch
How did the go-to-market and training process go?
Did you leverage the Autobooks marketing kits?
How did you initially launch to your customers?
How many clients have you made Autobooks available for?
What motivated you to make this available to all your customers?
How did you roll out the solution broadly after your soft launch?
Managing Your Program
What has made your rollout successful?
What was the impact of your launch on your frontline staff?
How easy is the self-enrollment experience for users?
How did you maintain customer attention after launch?
How has the launch of Tap to Pay on iPhone impacted your program?
Featured Voices:
Tramaine Robison
Treasury Specialist
Diana Owen
AAP Treasury Specialist
Tim Coleman
Dir. Wealth Management
