Webinars - FI Growth Series
How to Activate Your Small Businesses
| ### On-Demand Recordings & Resources |
Session 1 | January 31, 2023
Starting a Healthy Autobooks Program
In this webinar, we explored how to build a strategy that sets your financial institution up for success. Kim Reher, Director of Product Training at Autobooks, presented the tools available — and where to start.
Session 1 Resources
30-day Task List & Best Practices
A Healthy Program Start begins with proper setup and taking action. Complete our 30-day Challenge to kickstart your Autobooks program.
Presentation Slides
Access the presentation deck referenced during the January 31 session.
Session 2 | February 28, 2023
Leveraging Autobooks Data & Assets
This webinar outlined how to use Autobooks data to measure the outcomes of your strategy and ensure customer success. Kim Reher, Director of Product Training at Autobooks, will walk through the resources available to you—and how to navigate them.
Session 2 Resources
30-day Task List & Best Practices
Leverage Autobooks’ Data and Assets to complete our next 30-day Challenge to kickstart your Autobooks program.
Presentation Slides
Access the presentation deck referenced during the February 28 session.
Session 3 | March 28, 2023
Prioritizing Impactful Ongoing Initiatives
This webinar focused on how you can maintain and increase the activity from small business customers and nonprofits. Kim Reher, Director of Training at Autobooks, and Derik Sutton, CMO, discuss the proven ways other financial institutions have found long-term success—and what you should prioritize.
Session 3 Resources
Task List & Best Practices
We’ve gathered together our recommended tasks into a handy project plan so you can increase your Autobooks program activity.
Presentation Slides
Access the presentation deck referenced during the March 28 session.