Eltropy AI Agent Showcase

Call 1-408-461-3140 to speak with Kaitlin - Eltropy's virtual agent

Kaitlin can answer 100s of common member’s & customer’s questions and connect to a human agent when needed. See how Eltropy IVA can help automate over 30% of your calls and answer questions 24/7. Let’s talk!

Try asking...

What is my account balance?
What’s my net worth?
I would like to know my last 5 transactions
How can I order checks?
What is the status of my checks on a specific account?
I want to make a loan payment
What is my next loan payment due date?
What is my outstanding loan amount?
How do I view my loan history
How can I add another cardholder to my account?
How do I check my account history?
How to transfer funds to another member of the credit union?
Skip-a-payment information
Where can I find ATMs that won’t charge me a fee?
How do I check the balance on my Credit Union Visa Debit Card?
Can I receive a text message when my balance gets low?
How many transfers can I make from my savings account each month?
Is my CU account federally insured?
How can I update my name, address and phone number?
How do I get immediate service?
What is the legal age to open a checking account?
Why should I join a credit union instead of a traditional bank?
Can I join and get a loan at the same time online?
What’s the difference between a credit union and a bank?
Is there a minimum deposit required to become a member?
What are your service charges?
Do you offer free checking?
How do I change the beneficiary on an account?
What is the IBAN number for credit union?
What is the benefit of becoming a member?
Who is eligible to become a member?
Can I join the credit union online?
What can this bot do?
Can I become a member with a low credit score?
Secure Login
How do I lower the interest rate on my credit card?
Can I add a joint owner on the account?
I want to add Mother/Father to my account
Who do I call with a question?
How do I pay bills in the mobile app?
Is the Mobile App free?
Can I have multiple savings account?
How do I find my tax statements?
How do I change my loan due date?
Is there a cost for online bill pay?
What type of children’s account do you offer?
What are your membership restrictions?
Are debit card available for youth and teen accounts?
How many accounts can I have?
How do I calculate how much equity I have?
Is Mobile Text secure?
How can I setup my digital wallet?
Can I use the same username on multiple accounts?
Can I open a checking account without a savings account?
What is the difference between a credit card and a debit card?
What holidays are you closed?
What are all the benefits of e-statement?
How do I set up automatic bill pay?
How do I setup wire transfer?
Can I stop a payment on a visa card?
If I lose my debit or credit card, can I turn off my card to prevent any fraud from occurring?
What kind of credit cards do you have?
How do I increase my Credit Limit?
How do I update my pin? (Credit/Debit Cards)
What is a credit card?
Do you have a credit card rewards program?
How long does it take to recieve a credit card after being approved?
What is the maximum limit on the credit card?
How do i activate my credit card?
Do I have to be a current member to apply for a credit card?
Do you have loan calculator?
What is Online Deposit?
Can I refinance my auto loan?
Are there new fees for refinancing my home loan?
Does credit union offer a college scholarship?
What should I do if my personal or account information is compromised?
Does the credit union offer PPP (Paycheck protection Program) loans?
Does Credit Union offer home loans in all states?
What are your current auto loan rates?
If my credit is not very good, does that mean my interest rate will be higher?
Does the credit union offers an extension on loans?
How long do I have to accept the loan offer?
If I live out of state, can I still get a loan?
what happens if loan rate changes during my approval period?
How does credit union determine my interest rate?
what is gauranteed asset protection?
What documents are required to apply for a business loan?
What types of personal loans do you offer?
When will I know if my loan has been approved?
How are my taxes paid?
What is the difference between traditional IRA and Roth IRA?
When will my property taxes be paid by the credit union?
Where is my tax refund?
Do I need to send credit union a copy of my tax bill?
Can I deduct the interest I pay on my home equity line of credit from my taxes?
Why do I need a tax id number?
Can I access my tax forms online?
What is the limit on withdrawing money from the ATM?
Is there a limit on how much I can transfer?
Can I use Credit Union service center to do transactions?
How can I cancel or stop a visa recurring debit card transaction?
What are the ATM fees?
Is there a dollar limit on debit card transactions in 24 hours period?
How do I modify or delete a scheduled transaction?
What should I do if I suspect fraud on my account?
My card was lost/stolen what should I do?
What is fraud alert management?
How can I protect my accounts from fraud?
What do I do if my credit card statement shows a charge I did not make?
What do I do if my checkbook is stolen?
How do I dispute a charge appear on my credit card?
My card is being declined what should I do?
How does credit union protect me from fraud?
What if I get a phone call or text asking for a personal information?
Find ATM/Branch
When will my tax forms be available?
Where can I get a free credit report?
What happens to my money if something like Hurricane hits this area?
Where can I find the credit union’s privacy statement?
Where can I find the credit union’s terms of use?
Who owns a credit union?
What is meant by a “continuation of subordination agreement”?
Can I get your mobile app?
I would like to share my feedback
Is my information protected in the app?
How is my credit score calculated?
Is the credit union FDIC insured?
I want to refer a new member
Can I choose what notifications are sent to me?
Help me with retirement planning and investment
How can I see job and career options with your Credit Union?
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Eltropy Intelligent Virtual Agent - Know your ROI

See how much your Financial Institution can save by using Eltropy Intelligent Virtual Agent to handle routine calls.

Tell us more about your Financial Institution below

*Industry average cost per call considered is $7. This calculator provides a rough estimate of the amount your financial institution can save annually using Eltropy Intelligent Virtual Agent. Please contact us today for a detailed estimate and proposal.

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Eltropy AI Certification

Powering Your Workforce
Internal AI Assistants & Intelligence

Beginner Friendly | All Departments | All Roles

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!)

BYOB [Build Your Own Bot]
Designing Member-Facing AI Agents

Beginner Friendly | All Departments | All Roles

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!)

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