Autobooks directly integrates into your existing Q2 online and mobile banking in two seamless ways: direct integration or marketplace integration.
Webinars & Client Case Studies
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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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Banking Story
Bank of Tennessee: Adding a digital solution to complement a full-service customer experience
POPULARBank of Tennessee has experienced a 366% increase in sign-ups since launching and customers who are enthusiastic about new technology features that are integrated into their business accounts.
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Banking Story
Five Star Bank: Leveraging fintech technology in the service of community banking
POPULARWith Autobooks, Five Star Bank leaned into their digital channels to reframe the power of community banking.
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Webinar
Q2 Marketplace Training Series - The Basics
Join the Autobooks team to learn more about the Online Payment Features. You'll learn how to talk to your small business clients about the benefits of the tools.
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Webinar
Q2 Training Series - Driving Enrollments
Join the Autobooks team to learn how to identify opportunities and drive enrollments.
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Webinar
Q2 and Autobooks Upgrade Small Business Banking
Upgrade small business banking via the Q2 Marketplace to include the digital banking tools a small business needs to accept and manage online payments.
Best Practices
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Guide
The disruption of small business banking
POPULARWhy is small business banking undergoing disruption? Learn how your FI can fend off fintech competition and continue to attract small businesses.
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Guide
How to reposition small business checking
POPULARWhen it comes to checking, how have the needs of small business owners changed? Learn how to reposition small business checking so that you can stay ahead of the competition.
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Report
CELENT: Reinventing Small Business Banking
POPULARCELENT Report: Reinventing Small Business Banking. Includes the analysis and recommendations you need to become a pacesetter in small business banking.
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Report
Cornerstone Advisors: The $370 Small Business Banking Opportunity
POPULARCornerstone Advisors Report: The $370 SMB Banking Opportunity. Includes analysis on the receivables & accounting functionality small businesses want to receive from their bank rather than non-bank providers.
Product Videos & Documentation
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Documentation
Merchant Onboarding Tour
Take a tour of the end user workflow during initial onboarding.
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Documentation
Merchant Onboarding Documentation
Review the field details captured during the merchant onboarding process.
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Video
Payment Form with Autobooks
A marketing video designed to help you communicate the value of the Autobooks Payment Form to your small businesses.
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Video
Invoicing with Autobooks
A marketing video designed to help you communicate the value of Autobooks Invoicing to your small businesses.
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Video
Invoicing and Payment Link
POPULARA professional marketing video about Autobooks. Free to download and use in your own marketing campaigns.
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Documentation
Autobooks Solution Overview
POPULARAn overview of the Autobooks Solution. A side-by-side comparison of the features and services offered to financial institutions through our Embedded and Enterprise Solutions.
Go-to-Market Resources
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Email
Jack Henry Launch Email 1
Download sample launch email 1.
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Email
Jack Henry Launch Email 2
Download sample launch email 2.
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Email
Jack Henry Launch Email 3
Download sample launch email 3.
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Email
Jack Henry Launch Email 4
Download sample launch email 4.
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Resource
Landing Page: Guide & Samples
View a sample landing page.
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Video
Invoicing and Payment Link
Watch this video to learn more about the Autobooks Invoicing and Payment Link tools.
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Video
Meet Lauren - Autobooks Invoicing
Use this video in your go to market initiatives to spread the word to spread the word about Autobooks.
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Resource
Digital Ad Inventory
Download these digital ads to start promoting the Banno Plugins.