Agentic AI FOR YOUR CONSUMERS

AI Chat That Resolves Request, End to End

Your consumers are already on your website, mobile app, and online banking. Eltropy AI Chat Agents meet them there, answer instantly, complete simple tasks, and resolve issues end to end. No wait. No transfer. No follow-up needed.

Trusted by 750+ CFIs

Don’t Take Our Word For It

34 sec

Average wait times
dropped

70%

Increase in the automation of AI interactions from day one

30%

Reduction in routine
call volume

"We saw roughly a 20% decrease in calls almost right out of the gate, and by the time we got Ruth our AI agent into digital banking, it was significant."

Jill Schaffler
SVP of Enterprise Applications - TruStone Financial

"Integrating Sam [our AI agent] into our chatbot interface was a natural extension of our brand, it created an immediate connection with our members while reinforcing Sam's role as the friendly face of CME's service offerings. When a conversation requires more detail than the bot can provide, it seamlessly transitions the member to a live associate via text, allowing them to continue the conversation without staying at their computer and fostering a deeper connection with the associate."

Brandy Roy
VP Information Technology

Beyond Chatbots, An AI Agent That Completes The Job

Chatbots answer FAQs. AI Chat Agents resolve requests. Eltropy’s Agentic AI understands what a consumer needs, connects to your core in real time, and completes simple task without a human in the loop.

Conversational

Higher satisfaction, zero friction

Conversational

Higher satisfaction, zero frictio

Consumers type in plain language and get an instant, accurate response. No menus to navigate, no dead ends, no wait.

Agentic

Simple requests closed on the spot

Agentic

Simple requests closed on the spot

Payments processed, accounts updated, inquiries resolved, and more, all completed inside the chat session, without a human in the loop.

Connected

Accurate answers, every time

Connected

Accurate answers, every time

Live integrations with 10+ core banking systems mean the AI always has the right data before it responds. No stale information, no guesswork.

Secure

Safe by design

Intelligent

Safe by design

Multi-layer authentication keeps consumers verified before any sensitive action is taken. Every response is grounded in approved content and live data. SafeAI guardrails keep the AI on-script, on-brand, and within regulatory boundaries.

Agentic AI That Completes Simple Tasks, Every Time

Generative AI produces responses. Eltropy Agentic AI produces outcomes. This is the shift from AI that talks to AI that works, transactions completed, issues resolved, consumers served, without a human closing the loop.

01

Every message answered instantly

No consumer waits, no message goes unanswered. The AI identifies intent, pulls context, and begins working toward resolution before the next message arrives.

02

Identity confirmed in the chat

Fraud risk drops before any sensitive action is taken. Multi-layer authentication completed within the conversation. Secure, fast, no separate login required.

03

Live data pulled before the response

The AI connects to your core, retrieves live account data, and executes the task: payment processed, balance confirmed, transfer complete. Real action, every time.

04

Confirmed in chat, no follow-up

The consumer receives a clear confirmation. The request is complete. No ticket created, no callback scheduled, no follow-up email needed.

05

Every escalation arrives with full context

Agent efficiency goes up the moment they take the escalation. The consumer never repeats themselves.

06

Every call scored automatically

QA overhead disappears, and coverage expands to every single chat. Supervisors see what worked, what did not, and how to improve without manual review.

The Requests Your Team Answers Every Day, Handled Automatically

From routine inquiries to real transactions, AI Chat Agents resolve the conversations that consume your team’s time, so your people focus on the ones that need them.

Automate Balance and History Inquiries in Chat

Live balances, transaction history, and account details delivered instantly, no agent needed.

Process Payments Directly in Chat

Loan payments, transfers, and bill pay completed in chat, confirmed on the spot.

Support Account Opening Through Chat

Guide consumers through the application process, answer questions, and collect information in real time.

Deliver 24/7 Chat Support

The AI is always on. Consumers get answers and complete transactions at 2 AM, on any day.

Let Consumers Book Appointments Without Calling In

Book, reschedule, or cancel branch and virtual appointments without involving staff.

Serve Product Info and Rates Automatically

Current rates, product details, and eligibility information served accurately and on demand.

Why Eltropy + AI

AI is only as strong as the system behind it.

Anyone can build agents. Very few have the data, context, and trust to make them work. Eltropy already operates at the center of your institution, handling conversations, integrating systems, and managing workflows.

Eltropy is already embedded in 750+ CFIs

Powering millions of conversations.

Integrated across your systems

Serving all teams and departments

Leading the conversations about Human x AI

And we’re leading the shift to Human × AI, defining how people and AI work together in real financial institutions, not in isolation.

See It In Action

See a live demo of Eltropy AI Chat Agents and watch what your consumers will experience – a chat that listens, understands, and gets it done.

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Enhanced PDF Viewing and Smarter Dictation in AI Assistants

October  2025

AI Assistants now offer a better user experience with scrollable PDF viewing (no more page-by-page clicking), expanded AI notes that display in one screen, language translation labels showing the original language at a glance, and smarter dictation that appends input instead of replacing existing text.

These updates make daily workflows smoother, more intuitive, and more efficient for staff relying on AI-powered support.

Zendesk link here

Eltropy AI Certification

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

Claim Your AI Certificate!

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