With FIS Small Business Embedded Finance, powered by Autobooks, financial institutions can protect and grow business relationships by enabling businesses to get paid and manage their finances directly from your digital banking channels.
Join us for a discussion with Tara Campbell, EVP & Director of Operations, to learn about the decision-making process and Dallas Capital's launch experience.
Webinars & Client Case Studies
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Register: Live Webinar
How to Help Your Small Business Customers Thrive: Dallas Capital Bank's Experience with SMB Embedded Finance
NEW POPULAR Jun 29, 2022Join us for a discussion with Tara Campbell, EVP & Director of Operations, to learn about the decision-making process and Dallas Capital's launch experience.
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On-Demand Webinar
FIS Embedded Finance 101: Pitching & Implementing to Your Organization
Learn how to deploy a digital-first solution, empower customers, and win over small business relationships using SMB Embedded Finance Powered by Autobooks.
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On-Demand Webinar
How to Fill the 'Small Business Gap:' Exploring the Changing Needs of Small Business with First Bank (MO)
As part of an FIS pilot program, First Bank (MO) launched SMB Embedded Finance with high expectations. In this webinar, they share their findings.
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On-Demand Webinar
Addressing an Underserved Market: A Conversation with Grasshopper Bank
To find out how Grasshopper Bank plans to thrive in the SMB space, be sure to listen to this short, insight-filled conversation.
Need live training? We’ve got you covered.
Let your team members sign up and learn firsthand about our invoicing and online payment upgrades for FIS and hear how they benefit your small business customers.
Best Practices
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Guide
Understand the Challenges, Know the Solution - Executive Pitch for FIS Small Business Embedded Finance
What is SMB Embedded Finance? This document provides you with the executive pitch.
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Guide
Training Guide for Financial Institutions - FIS Small Business Embedded Finance
This is our recommended training plan, which will help you assign our pre-built resources to your organizational needs.
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Guide
Frequently Asked Questions - FIS Small Business Embedded Finance
Browse our most frequently asked questions about SMB Embedded Finance.
Product Videos & Documentation
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Documentation
Getting to Know SMB Embedded Finance: Tour of Basic Features
Ready for a guided tour of the SMB Embedded Finance experience? This document will walk you through it..
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Documentation
FIS BST Configuration Guide for Autobooks Receivables Module
View how to enable the Autobooks service to the bank, company, and company user.
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Documentation
Autobooks Terms of Use and End User License Agreement
Read our terms and conditions.
Still have questions?
Go-to-Market Resources
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Guide
Go-to-Market Guide for SMB Embedded Finance Powered by Autobooks
This document provides simple steps to help your institution get started with our go-to-market collateral and resources.
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Resource
Go-to-Market Project Plan for Financial Institutions
NEW POPULARWhen it's time to communicate to your organization and market to your customers, we outlined your next steps for you in this easy-to-follow guide.