AUTOBOOKS WEBINARS

On-Demand Recordings

NEW
Maximize Small Business Banking | October 3, 2024

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.

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Get Started Webinar | October 1, 2024

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

Resources & links:

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Monthly Product Update Webinar | September 2024

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.

Resources & links:

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Autobooks Hub Training | September 18, 2024

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:

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Webinar | August 27, 2024

Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates August 2024

Watch the August 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.

Resources & links:

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Webinar | July 30, 2024

Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates July 2024

Watch the July 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.

Resources & links:

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Webinar | June 20, 2024

Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates June 2024

Watch the June 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.

Resources & links:

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Webinar | May 29, 2024

Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates May 2024

Watch the May 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.

Resources & links:

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Webinar | April 25, 2024

Catching Up With Autobooks: A Monthly Webinar Focused on Product Updates – April 2024

Watch the April 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.

Resources & links:

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Webinar | March 27, 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: 

  • How we’ve streamlined the onboarding process for applicants, making it easier for your institution to track customer enrollments and usage 

  • What we’ve updated to make our solution easier and more convenient to use, and how it impacts your SMB customer base 

  • 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:

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Webinar | February 7, 2024

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:

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Webinar | November 29, 2023

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. 

Click here to watch in a new window.

Resources & links:

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2024 Q1 Training Kit:
Download the Kit

Transform your small business checking:
Learn more

Register for an upcoming workshop: 
Launch Workshop
Growth Workshop

Webinar | September 14, 2023

Get Up to Speed with Autobooks: 
What’s New, What’s Improved & Where We’re Going  

Click here to watch in a new window.

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. 

Resources & links:

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Download the Q4 Autobooks Training Kit:
Training Kit
Training Kit (with Tap to Pay)

Join the waitlist for an upcoming workshop: 
Launch Workshop
Growth Workshop

Webinar | July 13, 2023

Launching Tap to Pay on iPhone

Click here to watch in a new window.

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.

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Webinar | November 3, 2022

Threats & Opportunities in Small Business Banking

In this webinar, Derik Sutton, CMO of Autobooks, presents an analysis of the transactional data that will help financial institutions better understand the opportunity and threats in small business banking. These industry insights will guide your game plan to stay ahead of the competition. 

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