BLOG | Transforming Digital

The Hub builds the list. The Kit writes the email.

Key takeaways:
  • Signal in the Hub added three new views on August 10. They turn on by themselves, with nothing to configure.
  • Signal Leads is the one to start with. It's an outreach list you can filter and export, with contact names and emails included.
  • The new Signal Feed Email Kit gives your team a written email for specific signal categories, so nobody starts from a blank page.
  • Together they answer the two questions that stall outreach. Who do we call, and what do we say?

 

What's new in the Hub?

Signal used to be one feed of notable activity across your small business customers. Now it's four views.

Signal Summary groups 60 days of activity by category, so you see the patterns instead of scrolling a list.

Top Counterparties names the outside companies showing up in your customers' transactions. It ranks them by how many of your customers are involved, not by dollar volume. That's how you spot a processor quietly serving 40 of your businesses.

Signal Leads is the outreach list. One row per business, filterable by category, exportable to CSV with contact name and email.

If your institution uses the Hub, all of it is already in your left navigation.

 

What's in the Email Kit?

A written email for key types of signals.

Cash and check deposits that could be electronic. Volume running through an outside processor. Payments arriving through consumer apps. A newly enrolled customer who hasn't started. A first payment worth congratulating.

Each one reads like a note from a banker, not a campaign. Your team drops in your name, your rates, and your links, and it's ready to send.

 

How does your team use both?

Open Signal Leads. Filter to one category. Export it. Pull the matching email out of the Kit, add your details, and send.

That's an afternoon, not a project. It's also the step that usually doesn't happen. Seeing the opportunity was never the hard part. Writing the email was.

 

Why start with customers you already have?

Because that's where the fastest return is, and the software companies serving small businesses already worked this out. Intuit's fiscal 2026 revenue per customer grew 15%. Three quarters of its mid-market customer additions came from upgrades or migrations of customers it already had.

You're sitting on the same kind of opportunity. Only 18% of small businesses invoice through their bank, so most of the businesses worth calling are already yours. Plenty of them are already enabled and just haven't started.

And the outreach works. Financial institutions that engage with Autobooks marketing and training content average 19 times more enrollments. They also see 39 times more small businesses actively getting paid.

Same tools. Same portfolios. The difference is whether anyone reached out.

 

Related questions

Do we have to turn anything on?

No. The new views activate automatically for institutions using the Hub.

Which list should we work first?

The businesses that are enabled to accept payments and have never taken one. Signal Leads will build it.

How is a signal different from a report?

A report tells you what happened. A signal tells your team what to do next, and the Kit tells them what to send.

 

What to do next

Open Signal Leads, filter to one category, and send the first round this week.

The Signal Feed Email Kit has the emails. The Signal product update has the full detail on the new views.

 

 

Sources

 

Autobooks

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