The Autobooks Hub is a platform for financial institutions to manage their Autobooks program, track performance, access reports and use marketing tools to promote it.
Key Sections of the Autobooks Hub:
Home Screen:-
- Provides an overview of recent Autobooks performance with insights into:
- Total enrollments
- Active SMBs and nonprofits in the last 30 days
- Number of businesses that processed payments in the last 30 days
- Offers quick access to reports like:
- Small Business Report (running journal of enrolled businesses)
- Payment Report (running journal of processed payments)
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- Enables management of enrolled businesses with three dedicated tabs:
- Missing Info: Lists businesses that are blocked from processing payments due to incomplete information in their underwriting application. Financial institutions can update this information directly in the hub to facilitate the approval process.
- Approved: Displays businesses that have been approved and assigned a velocity limit (the maximum transaction amount they are authorized to process).
- Activated: Showcases businesses that have successfully enrolled and processed a payment. This tab helps identify successful users and potential high-value business opportunities.
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- Provides a range of ready-to-use marketing resources to promote Autobooks to business customers. These resources include:
- Pre-written email templates
- Printable branch flyers
- Teller buck slips
- Social media post templates
- Calling scripts
- Example: The "tax season resource kit" provides a comprehensive set of materials for financial institutions to educate their business clients about relevant Autobooks features during tax season.
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- Acts as a knowledge base with detailed articles explaining various aspects of the Autobooks program, the hub itself and its functionalities.
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- Enables users to submit queries or requests directly to the Autobooks team through a ticketing system. Users can categorize their requests (product issues, billing issues, feature requests, fraud reports) for efficient resolution.
Important Quotes from the Source:
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- On the Missing Info Tab: "This is a very important screen. This is essentially all the businesses and nonprofits that have come through and they're blocked from accepting payments with the application because there's something missing within their underwriting application."
- On the Approved Tab: "The idea and the intention behind this report and this view is to help you understand who's come in, who's been approved and to what limit we've approved them."
- On the Activated Tab: "I really like this section here because these are the business owners that have come in. They've once again made progress on their own. These are great individuals to reach out to."
- On Marketing Tools: "Marketing tools is a great place for your marketing team and even your your product and digital teams to come in and have new ideas um on a regular basis to send out marketing communications to your business owners around a tool and a product that your organization now offers that can help them um manage and really run their business."
In Conclusion:
The Autobooks Hub empowers financial institutions to effectively manage and promote their Autobooks program. By providing real-time performance data, simplified business management tools and comprehensive marketing resources, the hub streamlines operations and maximizes the program's reach and impact.