OUR MISSION

Everyone Deserves Access
To Financial Capital

Anytime, Anywhere.

We continue to innovate and champion accessibility, making financial empowerment a reality for everyone.

Conversations Powered
100 M
Eltropians
100 +
Customers
100 +

VISION & MISSION

The World Will Change, But Our Focus Remains.

We are driven by a relentless commitment to empower Credit Unions and Community Banks to connect deeply with America’s communities. We develop cutting-edge technology and forge impactful partnerships that ensure people have access to financial products and services in the moments they need them. Every product we offer plays a part in building these connections.

OUR VALUES

What Brings Us Together
Guides Us Forward!

From the day we opened our doors, our focus on our core values drove every decision. It fueled our growth, powered our customers’ success, and continues to be our guiding light.

Transparency

No Fear. Tell The Truth.

Unwavering Focus

Customers Are Our Northstar

purpose-driven

Team Of Owners

Our People

Our Team

Meet the Eltropy team driving our mission to create a world where millions of people can access the best financial products & services – anytime, anywhere. We’re innovators, Credit Union and Community Bank alumni, fintech experts, and technology strategists that aim to make everlasting impact on our communities. 

Ashish Garg

Co-Founder, CEO

Chandra Bhople

Co-Founder, Chief Talent Officer

Richard Steinhart

Chief Revenue Officer

Dave Ginsburg

Chief Customer Officer

Arun Rao

Chief Technology Officer

Kavitha Nalla

SVP, Finance and HR

Prasad Shrotri

SVP, Solutions Engineering

Jim Cairns

VP, Customer Success

Mark Damon

VP, Sales

Greg Lander

VP, Sales

Nandita Verma

VP, Marketing

Jason Smith

VP, Partnerships

Michael Pupil

VP, Collections

Ashish Rathi

Head of M&A and Eltropy Japan

Kaitlin Ramos

Director, Customer Success

Kayla Silva Schroeder

Director, HR

Laura Re

Director, Marketing

Dave Ginsburg

Chief Customer Officer

Subhra Bhattacharya

Sr. Director, Customer Success

Jim Cairns

VP, Professional Services

Kaitlin Ramos

Director, Customer Success

George Choe

Director, Professional Services

Pete Sung

Director, CS Operations

David Pfannenstiel

Head of Technical Support

Allie Warner

Sr. Customer Success Manager

Matt Lindley

Sr. Customer Success Manager

Brianne Gumper

Sr. Customer Success Manager

Subham Thakur

Sr. CS Operations Manager

Erika Holloway

Sr. Customer Success Manager

Bimas Chhetry

Customer Success Manager

Kayleigh Gaddor

Customer Success Manager

Melissa Perrell

Customer Success Manager

Ryan Jimenez

Customer Success Manager

Kendall Swenson

Customer Success Manager

Heather Klewin

Customer Success Manager

Evens Louis

Customer Success Manager

Ali Rank

Customer Success Manager

Will Trunk

Customer Success Manager

Mia Pendon

Customer Success Manager

Chiannon Pauley

Customer Success Manager

Sarita Verma

Customer Success Manager

Swethashree Kanthan

Customer Success Manager

Lisa Hong

Senior Manager, Implementation

Tran Lai

Senior Implementation Manager

Richard Steinhart

Chief Revenue Officer

Prasad Shrotri

SVP, Solutions Engineering

Mark Damon

VP, Sales

Greg Lander

VP, Sales

Jason Smith

VP, Partnerships

Chris Harline

Sr. Director, Solution Engineering

Micheal Vasquez

Director, Solutions Engineering

PC Choudhury

Director, Solutions Engineering

Phillip Duncan

Sr. Account Executive

Alma Osmanovic

Account Executive

Brian Gilmour

Account Executive

Mike Mares

Account Executive

Sasha Bordonaro

Account Executive

Brian Beach

Account Executive

Dan Black

Account Executive

Theo Atkinson

Account Executive

Jordan Greenberg

Account Executive

Joe Cameron

Account Executive

Sam Stuckart

Account Executive

Cody Willis

Account Executive

Richard Brown

Account Executive

Nandita Verma

VP, Marketing

Mark Johnson

Director, Partner Marketing

Laura Re

Director, Marketing

Akhil Ahuja

Head of Growth Marketing

Amita Aggerwal

Head of Content Marketing

Johneh Shankar

Head of Design

Bhavini Joshi

Events & Community Marketing Lead

Laura Chambers

Senior Manager, Demand Gen

Arun Rao

Chief Technology Officer

Shivakumar Karajagi

Sr. Director, Engineering

Piyush Ranjan

Director, Engineering

Sarala V

Director, Engineering

Saahil Kamath

Head of Product (AI)

Rahul B Prakash

Head of Engineering (AI)

Michel Jamati

Head of Engineering (Collections)

Joe Jenin

Director, Engineering

Lakshmi Mohan

Senior Manager, Product

Utkarsh Shankar

Product Manager

Zad P

Engineering Manager, Devops

Anjali Kukreja

Lead UI/UX Designer

Chandra Bhople

Co-Founder, Chief Talent Officer

Kavitha Nalla

SVP, Finance & HR

Ashish Rathi

Head of M&A and Eltropy Japan

Kayla Silva Schroeder

Director, HR

Noah Okamoto

Director, FP&A

Discover Your Future With Eltropy

Explore our current openings and find out how you can contribute to revolutionizing the community financial services industry. Join us in making a difference and empowering communities through technology and innovation.

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Texting Strategy Playbook for
Credit Union Leaders

Eltropy Networking Dinner
at Temenos Regional Forum 2025

THURSDAY, 29 MAY 2025

Eltropy Networking Dinner
at Temenos Regional Forum 2025

WEDNESDAY, 28 MAY 2025

How to Download & Set Up ?

  1. To get started, Download & Run App Installer File.
  2. Follow the on-screen instructions to complete the installation process.
  3. Add your Eltropy instance links.
  4. Log in and start using the app.

Claim Your AI Certificate!

Powering Your Workforce
Internal AI Assistants & Intelligence

Web to Wow
Designing Member-Facing AI Agents

Powering Your Workforce
Internal AI Assistants & Intelligence

📅 Date: April 25, 2025
Time: 10:00 AM – 11:00 AM 

Take your AI skills to the next level by turning the focus inward. Discover how internal AI assistants can empower your teams with real-time answers, content generation, and knowledge support. 

Why You Can’t Miss This Session?

Firsthand look at how Eltropy’s AI Intelligence tools can automate quality assurance and provide compliance-ready evaluations across all member interactions.

TL;DR: Build AI Assistants for employees and AI-based QA tools for supervisors and management.

Session Breakdown:

    • Optimizing Internal AI Strategy Tools, Use cases, and Eltropy’s roadmap for credit unions – Saahil Kamath
    • Hands-On: Configure Your Internal AI Toolkit – Dheeraj Anikar & Anay Deshpande
    • Safe & Smart: Pitfalls to Avoid: Guardrails and governance for internal AI use Rahul B Prakash
    • Q&A + Certification Wrap-Up!

Takeaways:

✅ AI Certification (yes, a real certificate!)
🎥 Training Video Access
📘 Safe AI eBook
🎁 Exclusive AI Offers (yup, still a surprise!)

Web to Wow
Designing Member-Facing AI Agents

📅 Date: April 22, 2025
Time: 4:00 PM – 5:00 PM 

Begin your AI journey by exploring how Generative AI can transform member engagement. Learn how to build smart, self-updating external AI agents that can ingest your website content and respond to member inquiries across channels like Online Banking and Telephony. 

Why You Can’t Miss This Session?

You’ll get hands-on with Agentic AI, Retrieval-Augmented Generation (RAG), and prompt engineering—then bring it to life in our interactive BYOB (Build Your Own Bot… with a twist!) session.

TL;DR: Build AI Agents for Website, Online Banking, and Telephony.

Session Breakdown:

  • The AI Landscape Today: What is Generative AI, LLMs, Agentic AI, and RAG?
    Saahil Kamath
  • Hands-On: Build Your Member-Facing Bot
    Dheeraj Anikar & Anay Deshpande
  • Responsible AI in Action: Avoiding pitfalls, hallucinations, and unsafe practices
    Rahul B Prakash
  • Q&A + What’s Next? 

Takeaways:

✅ AI Certification (yes, a real certificate!)
🎥 Training Video Access
📘 Safe AI eBook
🎁 Exclusive AI Offers (psst… it’s a surprise!)

Giants Game – Giants vs. Brewers at Oracle Park

Sunset Cruise on the Bay – A Breathtaking Evening on the Water

Secret Food Tour – San Francisco’s Hidden Culinary Gems

Skyline Soirée: Emerge 2025 Opening Night at Cavaña"

Giants Game – Giants vs. Brewers at Oracle Park

📅 Date: April 23, 2025
Time: 6:45 PM – 10:00 PM 
📍 Location: Oracle Park, 24 Willie Mays Plaza, San Francisco, CA 94107

Baseball, Bay views, and ballpark bites – what more could you ask for? Experience San Francisco sports culture at its finest as the Giants take on the Milwaukee Brewers in one of MLB’s most iconic stadiums.

Why You Can’t Miss This:

⚾ Premium group seating with the best views
🌭 Classic stadium eats – garlic fries, anyone?
🎉 Unforgettable game-day energy with fellow attendees

Grab a drink, cheer for the home team, and make unforgettable memories under the stadium lights!

Bollywood Rodeo: Where East Meets West

📅 Date: April 24, 2025
Time: 6:00 PM Onwards
📍 Location: Pacific Terrace, InterContinental San Francisco Rooftop

🔥 It’s time for the ultimate Bollywood Cowboy Bash! 🤠✨

  • Stroll through the streets of an Indian bazaar, shop handcrafted gifts, get a stunning henna tattoo, snap Insta-worthy pics at our immersive photo booth, and much more.
  • Savor bold Indian spices fused with Western comfort food, paired with signature Bollywood & cowboy-inspired cocktails.
  • Groove to a high-energy Bollywood performance, a celebrity DJ spinning the hottest Bollywood, EDM & country beats, and a dance floor that won’t stop until you drop!
  • Arrive early for an exclusive speed networking session before the festivities take over! 

Don’t Miss The Grand Finale Of Emerge 2025!

Bringing a spouse or guest? – Sign them up here!

Skyline Soirée: Emerge 2025 Opening Night at Cavaña

📅 Date: April 22, 2025
Time: 6:00 PM – 9:00 PM 
📍 Location: Cavaña Rooftop, 100 Channel Street 17th Floor, San Francisco

Kick off Emerge 2025 in style!

Join us for an unforgettable Opening Night Reception at Cavaña Rooftop – one of San Francisco’s most breathtaking venues. Enjoy panoramic views of the Bay, handcrafted cocktails, and an electric atmosphere as you connect with industry leaders, innovators, and fellow attendees before the conference begins.

Why You Can’t Miss This Event:

Spectacular rooftop views of the SF skyline & Bay Bridge
🍹 Crafted cocktails & gourmet bites to elevate your evening
🎶 Music & networking in an upscale, relaxed setting
🤝 Exclusive access to top industry professionals & thought leaders

Co-sponsored by Origence, this evening promises the perfect blend of inspiration, connection, and celebration — setting the stage for an incredible conference ahead.

Register Now and get ready for an evening of innovation, conversation, and stunning views!

Sunset Cruise on the Bay – A Breathtaking Evening on the Water

📅 Date: April 23, 2025
Time: 6:00 PM – 8:30 PM 
📍 Departure:  43 1/2 , Fisherman’s Wharf, San Francisco, CA 94133

Set sail on a private yacht and experience San Francisco’s skyline like never before. This exclusive Sunset Cruise on the Bay offers a front-row seat to the city’s most breathtaking sights, complete with craft cocktails and great company.

What Awaits You:

🌉 Breathtaking views of the Golden Gate Bridge, Alcatraz, and SF skyline


Feel the ocean breeze, sip on a crafted cocktail, and raise a toast to new connections as you experience San Francisco at its most magical.

Secret Food Tour – San Francisco’s Hidden Culinary Gems

📅 Date: April 23, 2025
Time: Group 1 5:30 PM & Group 2 6:00 PM 
📍 Location: 1268 Valencia Street, Group 1 no later than 5:20 PM, Group 2 no later than 5:50 PM

Indulge in an exclusive Secret Food Tour through San Francisco’s best-kept culinary secrets. From legendary sourdough bread to underground speakeasies and authentic dim sum, this tour will introduce you to flavors that define the city.

✔ Taste your way through historic neighborhoods
✔ Discover family-owned eateries and hidden food spots
✔ Sip on local wines & craft cocktails

Get ready to eat like a local while networking with fellow attendees in an unforgettable, immersive setting.

Let's Talk