Modernizing Small Business Banking
Autobooks product updates and Q2 Digital Banking integration enhancements for your small business banking experience.
Wednesday, March 4
2:00 PM ET / 1:00 PM CT
Catch up on what is new in Autobooks, the latest Q2 integration enhancements, and how we are better equipping financial institutions to serve and monetize small business relationship.
Why attend
- Get an update on Autobooks product enhancements and how they support micro and small business workflows.
- Understand the latest Q2 composable dashboard integration improvements designed to help you offer a purpose-built destination for micro and small businesses.
- Learn how Autobooks can help you reimagine business checking to attract and retain small business deposits.
Register now
What you will see
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Product updates
A walkthrough of recent Autobooks enhancements across payments, accounting, lending, and business payables, including our most recent feature updates like bulk invoicing and external signal deposit alerts in the Autobooks Hub. -
Smart Checking: you provide the account, Autobooks provides the technology
Upgrade business checking from a deposit-only product into a day-to-day financial operating account for micro and small businesses. Tailor functionality by customer account type to maximize the customer’s experience and your service fee income. -
New: Small Business Dashboard in digital banking
A purpose-built dashboard experience for micro and small businesses, enabled by our latest Q2 integration updates. This creates a destination for business owners to manage their business inside of digital banking. -
Autobooks Hub: a small business CRM for your financial institution
A banker-facing view that helps you understand which small businesses are enrolled, what products they are using, third party competitors they have connected, and where adoption support is needed. Create a curated list of small business opportunities for sales and service.
Agenda
- Autobooks product progress: what is new and what matters
- Q2 integration updates, including the Small Business Dashboard
- Smart Checking: packaging and positioning for micro and small businesses
- Autobooks Hub overview
- Q&A
Panelists
Daniel Campelo
Business Treasury Officer
Keri Wise
Head of Retail Sales
Mary Chetwynd
SVP, Director of Business Banking Sales
