On-Demand Recordings
Get your Autobooks deployment across the finish line
This on-demand webinar features two Treasury team members from South Georgia Banking Company, Tramaine Robinson and Diana Owen, who recently led a successful Autobooks deployment at their institution.
Tramaine and Diana share their experiences deploying Autobooks and how they were able to do so without derailing existing projects at the bank. They also share their early experiences with the program and best practices for a successful launch. Learn how to overcome typical roadblocks, re-prioritize your project, and fast-track your Autobooks deployment before the year’s end.
Autobooks 101:
An Introduction to Autobooks
Is supporting small businesses becoming a priority at your institution? Are you evaluating new digital banking tools for small businesses? Or maybe you're looking for a walkthrough and demo of the Autobooks solution to see if it addresses your customers' needs.
If any of these questions resonate with you, Autobooks 101 is an on-demand webinar where we’ll cover the following:
- The small business market and its evolving payment needs
- A tour of the Autobooks application
- Autobooks integration options with digital banking platforms
- Best practices from financial institutions currently offering Autobooks to businesses and non-profits
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Catching Up with Autobooks:
Checkout Pages Deep Dive
It’s all about the small business experience here at Autobooks — and what we can do to make it better for your customers! That’s why we’re putting our user research and customer feedback into action, as we continue to improve our products and services.
Watch the September installment of our monthly webinar series to find out more about our latest updates — and how they positively impact your institution and your customer base.
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Serve Your Clients Better, Interpret Key Data, and Grow your Autobooks Program
Are you ready to take your Autobooks program to the next level? Join our upcoming webinar designed to walk you through the ins and outs of the Autobooks Hub.
This session focuses on three key topics:
- Ways to serve your clients better
- How to interpret key data
- Strategies to grow your Autobooks program
Resources & links:
Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates – August 2024
Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates – July 2024
Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates – June 2024
Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates – April 2024
Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates – March 2024
Watch the first installment of our new, monthly webinar series to find out more about our latest updates, such as:
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How we’ve streamlined the onboarding process for applicants, making it easier for your institution to track customer enrollments and usage
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What we’ve updated to make our solution easier and more convenient to use, and how it impacts your SMB customer base
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How we’ve revamped Autobooks Hub data to improve customer visibility, and what you need to do to take advantage of new dashboards
Resources & links:
Autobooks Onboarding Upgrades: What Your Institution Needs to Know
Our onboarding process has been updated — for the better!
Based on extensive user behavior data and feedback, Autobooks has made major updates to the onboarding/enrollment process. This is good news! In addition, the Autobooks Hub has also been updated to reflect these changes — allowing your business team deeper visibility into how users are interacting with our solution and what you can do to help them continue to make meaningful progress.
Resources & links:
A Roadmap for 2024:
How to Refine Your Digital Strategy to Re‑Engage Your SMB Audience
It’s been a busy year full of valuable learnings! Join the Autobooks team as they share some of their top insights as well as some practical pointers gained from ongoing consultations with financial institutions like yours — all designed to help your bank re-engage more small business customers and build a winning SMB strategy in 2024.
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Get Up to Speed with Autobooks:
What’s New, What’s Improved & Where We’re Going
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We’ve been busy in 2023! We’ve launched new products, shipped multiple updates, revamped existing programs and resources, and more. Join us as we highlight some of our most recent changes — and just as importantly, learn how you can best leverage them as a financial institution to compete and even thrive in the small business market.
Join the waitlist for an upcoming workshop:
Launch Workshop
Growth Workshop
Launching Tap to Pay on iPhone
Tap to Pay on iPhone is now available to financial institutions. This new function works seamlessly with Autobooks, a digital payment acceptance solution that integrates with your digital banking platform. It allows small business customers to accept in-person, contactless payments right on their iPhone — directly inside your mobile banking app. No extra terminals or hardware needed.
Autobooks representatives will walk you through how Tap to Pay on iPhone works and what your financial institution needs to know.