Embedded Solution

A solid foundation

Get your small business
program off to a great start.

Autobooks comes with a set of tools that help your financial institution work smarter. Leverage program reporting, customer service capabilities, and on-demand resources to grow your small business portfolio.    

Enterprise-filled

Unlock opportunities with strategic insights and proven resources.

With our Embedded tools you can track your Autobooks program, monitor customer adoption, ensure your team is trained, and access professional marketing campaign resources.

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FINANCIAL INSTITUTION REPORTING

Better information helps you build a better game plan.


Move quickly with the essential data and insights your team needs. With our standard reporting capabilities, you can learn from customer behavior and then apply those insights to optimize and grow your SMB program. 

Includes:
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Customer enrollment activity
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Quarterly revenue share report 
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Real-time signup alerts sent to a single FI email address* 
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Transaction summary report 

*Available upon request

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CUSTOMER SERVICE FEATURES

Training should never stop — access resources throughout the year.


Coach your in-branch team to better guide customers. Get access to a wide range of training resources — videos, guides, webinars, and more — with new materials produced regularly.

Includes:
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Access to on-demand training videos & webinars
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Access to downloadable training content
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GROWTH MARKETING FEATURES

Assets and resources that are proven to get you results.


Put your best foot forward with professionally produced assets —  from email campaigns to digital ads, and more. Our marketing webinars and related guides will keep you informed about the small business space, including trends, challenges, and success stories.

Includes:
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Marketing assets and templates available for download
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QFI-branded marketing assets*
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SMB checking account marketing best practices guide
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Access to monthly marketing best practices webinars

*Available upon request

Find out about additional capabilities.