WEBINAR | Q2 + AUTOBOOKS

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
  1. 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.

  2. 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.

  3. 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.

  4. 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

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Keri Wise

Head of Retail Sales

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Mary Chetwynd

SVP, Director of Business Banking Sales

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Abeer Thomson

Director, Partner Engineering & Operations

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