Find everything you need to successfully launch and maintain your Autobooks program right here, on this page. To get started, just follow the four steps below.
Prepare to Go Live
Start here by learning the ins-and-outs of the Autobooks dashboard and its various features. Also, you’ll want to set your program up for success with an Autobooks Hub account.
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Autobooks Hub Features
Everything you need to stay on top of small business customer activity at your financial institution
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Autobooks Training Resources for NCR
Get your staff trained up with a wide range of proven resources, including a plan of action.
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Request Access
Autobooks + NCR operational form
Provide the critical information we need to help you effectively operationalize Autobooks.
Configure & Test
Your Autobooks program is almost ready to go live — refer to the resources here to ensure a smooth launch.
Announce Your Launch
Drive Autobooks feature awareness, engagement, and activation with your small business audience. Make it easy with these ready-made marketing materials.
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Resource Kit
Autobooks Availability Marketing Kit
You've launched Autobooks. Let your small business customers know with our free resources.
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Annual Marketing Calendar
Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution.
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Go-to-Market Resources
Evergreen Marketing Materials & Campaign Kits
Convey the value of Autobooks year-round with resources and assets that can easily fit into new or existing campaigns.
Manage Your Program
Once your Autobooks program is up and running, you have the opportunity to monitor progress and optimize it for broader engagement and adoption.
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Download
30-Day Task List
Kickstart your Autobooks program with our 30-day checklist, and take it to the next level with our best practice recommendations.
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Log in now
Access the Autobooks Hub
Gain access to Hub to easily track Autobooks usage, ROI, and third-party competitor activity inside your financial institution.
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Autobooks Product Updates
Learn about the latest product enhancements, including customer feedback and data insights that influenced each update.
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Partner Success Center
Have a question? Refer to our partner knowledge base to access information on all things Autobooks.
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On-Demand Webinar
How to Activate Your Small Businesses: Starting a Healthy Autobooks Program
In this on-demand webinar, you can learn how to build a strategy that sets your financial institution up for success.
Webinars
Go deeper and learn from your peers. These on-demand webinars and case studies will help to answer questions.
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Webinar Series | Register Now
How to Activate Your Small Businesses Session 3: Prioritizing Impactful Ongoing Initiatives
NEW Mar 28, 2023Learn the proven ways other financial institutions have found long-term success—and what you should prioritize.
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On-Demand Webinar
How to Activate Your Small Businesses Session 2: Leveraging Autobooks Data & Assets
POPULARReady to successfully engage your small business customers? Built for financial institutions, this three-part webinar series will cover what you need to know to get the most out of your Autobooks program.
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On-Demand Webinar
Getting Ready for Your Small Business Banking Upgrade
NEWWith integrated invoicing and online payment acceptance soon to be a part of NCR's digital banking platform, it's time for your financial institution to prepare for launch. Get an overview of the product, training and operational resources designed to prepare your financial institution for the upcoming Autobooks and NCR integration.
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On-Demand Webinar
How to Activate Your Small Businesses Session 1: Starting a Healthy Autobooks Program
POPULARReady to successfully engage your small business customers? Built for financial institutions, this three-part webinar series will cover what you need to know to get the most out of your Autobooks program.
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On-Demand Webinar
Cornerstone Advisors: The $370 Small Business Banking Opportunity
POPULARJoin Ron Shevlin from Cornerstone Advisors and Derik Sutton from Autobooks as they discuss Ron's small business banking report: The $370 Small Business Banking Opportunity.
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On-Demand Webinar
CELENT: Reinventing Small Business Banking
POPULARLearn how Small Business Banking is being reinvented. Join Derik Sutton from Autobooks as he breaks down the CELENT report: Reinventing Small Business Banking.