Autobooks Hub

A data-driven platform for all things small business.

Easily track Autobooks usage, ROI, and third-party competitor activity inside your financial institution.

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What can the Autobooks Hub help your financial institution do?  

Autobooks Hub serves as a direct connection between your small business customers and your financial institution — allowing you to anticipate customer needs and take action with tailored messaging and contextually-relevant support. 

Hub Dashboard

Hub Dashboard

Take action knowing that you have the vital, up-to-date information you need — all found at the top of the screen.

Log in every day to manage performance and support enrollments. Plus, easily track small business customers who have recently enrolled in Autobooks — or are attempting to do so but need your assistance. 

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Reporting

Reporting

Stay in the loop when it comes to your small business customers.

View a wide range of updated, on-demand reports, all focused on your small business customer base and their ongoing activity. Step up to Identity Intelligence reporting — featuring account names to make the data even more actionable. 

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Marketing Tools

Marketing Tools

Strengthen your Autobooks outreach with turnkey resources. 

Find all the Autobooks resources you need here. Get access to a variety of plug-in widgets and templated copy for your website, plus targeted email and social campaigns ready to be shared with new and prospective Autobooks customers. 

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Training & Support

Training & Support

Better support in-branch sales with our proven approach. 

Need to prep your in-branch sales teams on all things Autobooks? This growing section houses our various training modules, as well as a knowledge base of supporting articles. Does your small business customer need help? Fill-out a quick ticket to get direct support from an Autobooks expert. 

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See which customers are at risk of leaving your institution.

With our premium Competitive Displacement suite of reports, you can do something about it. 

Find out who’s shopping for a third-party payment solution by tracking typical micro-deposits inside your entire customer base. 

See which specific small businesses have been using third party processors to accept payments — so you can reach out and win them back. 

Export raw competitor data so you can customize and build your own analysis. Manipulate the data and drill down into the numbers as desired. 

Receive real-time alerts every time a customer connects to a third-party processor. Be ready with targeted, in-the-moment messaging. 

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Grow smarter with marketing tools and training resources.

The Autobooks Hub is quickly becoming the destination for all your small business customer resources.