AUTOBOOKS WEBINARS

On-Demand Recordings

NEW
Hub Training | February 19, 2025

Make the Most of the Autobooks Hub

This on-demand session will focuses on three key topics:  

  • Serving Your Clients Better  
    Equip yourself with the knowledge to assist small businesses and non-profits effectively. From enrollment and underwriting to maximizing application value, we've got you covered.
  • Interpreting Key Data
    Discover how to read and make sense of the data within the Hub. Learn to identify important metrics that drive your Autobooks program.
  • Growing Your Autobooks Program
    Gain actionable insights on best practices for expanding your Autobooks install. Learn to identify key customers, help them get underwritten, and ensure they find value in your services. 

Resources & links:

Download the Webinar Slides

Intro Webinar | February 4, 2025

Getting Started with 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, Getting Started is an on-demand webinar where we cover:

  • The small business market and its evolving payment need
  • 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:

Download the Webinar Slides

Product Update Webinar | January 28, 2025

What's New With Autobooks: 
A Monthly Webinar Focused on Product Updates

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 next 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:

Download the Webinar Slides

Hub Training | January 22, 2025

Serve Your Clients Better, Interpret Key Data, and Grow Your Autobooks Program

This on-demand session will focuses on three key topics:  

  • Serving Your Clients Better  
    Equip yourself with the knowledge to assist small businesses and non-profits effectively. From enrollment and underwriting to maximizing application value, we've got you covered.
  • Interpreting Key Data
    Discover how to read and make sense of the data within the Hub. Learn to identify important metrics that drive your Autobooks program.
  • Growing Your Autobooks Program
    Gain actionable insights on best practices for expanding your Autobooks install. Learn to identify key customers, help them get underwritten, and ensure they find value in your services. 

Resources & links:

Download the Webinar Slides

Intro Webinar | January 7, 2025

Getting Started with 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, Getting Started is an on-demand webinar where we’ll cover the following:

  • The small business market and its evolving payment need
  • 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:

Download the Webinar Slides