Banker Perspectives on Launching Autobooks 

Banker Perspectives on Launching Autobooks

Finalizing your Autobooks launch plan, but still have questions? Watch the videos below to hear how other financial institutions prepared their teams, overcame internal hurdles, and successfully launched their programs.

Preparing to Go Live with Autobooks

How important is small business at your institution?

Bell Bank clip 1 | HubSpot Video

Bell Bank clip 8 | HubSpot Video

How did you prepare your team for launch?

Centier Bank - Clip 2 | HubSpot Video

What were your expectations bringing Autobooks to market?

Re-Engagement Webinar Clip 1 | HubSpot Video

Does Autobooks compete with Merchant Services?

Bell Bank clip 2 | HubSpot Video

Centier Bank - Clip 3 | HubSpot Video

Re-Engagement Webinar Clip 3 | HubSpot Video

Configuration & Testing

What was the set-up and launch prep process like?

Bell Bank clip 3 | HubSpot Video

Centier Bank - Clip 5 | HubSpot Video

How easy was it to launch Autobooks?

Re-Engagement Webinar Clip 4 | HubSpot Video

Announcing Your Launch

How did the go-to-market and training process go?

Re-Engagement Webinar Clip 5 | HubSpot Video

Did you leverage the Autobooks marketing kits?

Centier Bank - Clip 4 | HubSpot Video

How did you initially launch to your customers?

Bell Bank clip 4 | HubSpot Video

How many clients have you made Autobooks available for?

Centier Bank - Clip 6 | HubSpot Video

What motivated you to make this available to all your customers?

Re-Engagement Webinar Clip 2 | HubSpot Video

How did you roll out the solution broadly after your soft launch?

Bell Bank clip 5 | HubSpot Video

Managing Your Program

What has made your rollout successful?

Centier Bank - Clip 1 | HubSpot Video

Re-Engagement Webinar Clip 6 | HubSpot Video

What was the impact of your launch on your frontline staff?

Centier Bank - Clip 7 | HubSpot Video

How easy is the self-enrollment experience for users?

Re-Engagement Webinar Clip 7 | HubSpot Video

How did you maintain customer attention after launch?

Bell Bank clip 6 | HubSpot Video

How has the launch of Tap to Pay on iPhone impacted your program?

Bell Bank clip 7 | HubSpot Video

Featured Voices:
Tramaine Robison Treasury Specialist
Diana Owen AAP Treasury Specialist
Tim Coleman Dir. Wealth Management
Laura Orcutt SVP/Director of Product