Agentic AI FOR YOUR CONSUMERS

AI Voice That Picks Up, Understands, & Gets It Done

No hold music. No press-1 menus. Eltropy AI Voice Agents pick up instantly, understand what consumer needs, and handle routine requests end to end, at the pace of a real conversation.

Trusted by 750+ CFIs

Don’t Take Our Word For It

1.15 Million

Incoming calls
automated

88%+*

Containment rate on
11.8M consumer questions

60%

Agent calls deflected,
(human time freed)

*Containment rates vary depending on configuration, implementation, and use cases.

Our IVR Routes. AI Resolves.

Eltropy AI Voice Agents listen, understand, connect to your core in real time, and complete simple requests end to end, no human required.

Conversational

Higher satisfaction, zero frustration

Conversational

Higher satisfaction, zero frustration

Consumers speak in plain language and get an instant, accurate response. The AI listens, understands, and moves toward resolution, at the pace of a real conversation.

Agentic

Calls resolved, queue load down

Agentic

Calls resolved, queue load down

Payments, transfers, and account updates completed on the call, without an agent. Your team’s time stays focused on complex conversations that need a human.

Connected

Accurate answers before the consumer finishes speaking

Connected

Accurate answers before the consumer finishes speaking

Live integrations with 10+ core banking systems mean the AI already has the consumer’s account, balance, and history the moment the call begins.

Intelligent

Compliance covered, performance improving automatically

Intelligent

Compliance covered, performance improving automatically

SafeAI guardrails ensure every response is verified, accurate, and on-brand. AI quality scoring evaluates every interaction and surfaces improvements without manual review.

Revenue

Routine calls become relationship moments

Revenue

Routine calls become relationship moments

A consumer checking their balance can be offered a loan prequalification. One reporting a lost card can be guided to a fraud-protected upgrade. AI surfaces the right offer at the right moment.

From The First Ring To A Resolved Call

This is the shift from AI that talks to AI that works. AI handles the routine, humans handle what matters, and when a human steps in, they step in with full context.

01

Calls answered on the first connection

Every caller gets an answer the moment they connect, no queue, no hold music. The consumer speaks naturally, gets a response immediately, and if wait times are high, the AI offers a callback so they never sit on hold.

02

Identity confirmed in seconds

Fraud risk drops before a single sensitive action is taken. Multi-layer authentication completed in seconds. Secure, fast, frictionless.

03

Task executed and complete

The AI reads the intent, connects to your core in real time, and executes the task: payment processed, balance confirmed, transfer complete.

04

Confirmed on the call, no follow-up

The consumer hears a clear, human-sounding confirmation. The interaction is complete. No callback needed, no ticket created.

05

Agents step in with the full picture

When a human steps in, they step in ready. The call transfers with full conversation context and a real-time sentiment summary already on screen. The agent knows what happened and how the consumer is feeling, before saying a single word.

06

Every call scored automatically

QA overhead disappears, and coverage expands to every single call. Supervisors see what worked, what didn’t, and how to improve. No manual review required.

The Calls Your Team Is Tired Of Answering

The most common CFI call types are supported out of the box. Configured, tested, and ready to deploy, so your team can focus on the conversations that actually need a human.

Automate Balance and Transaction Calls

Account balances, recent transactions, and available credit, answered instantly, 24/7.

Handle Payments and Transfers Over the Phone

Internal and external transfers, loan payments, and scheduled transfers, completed mid-call.

Automate Skip-a-Pay Over the Phone

Consumer requests verified, processed, and confirmed end to end, no agent required.

Resolve Account Updates Without a Representative

Stop checks, address updates, account inquiries, and more, handled without a wait.

Offer 24/7 Phone Support Without Added Staff

Consumers get real answers at 11 PM, not a voicemail. The AI is always on.
And much more, across every call type your team handles today.

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 the Platform in Action

Explore how Human x AI works across your institution

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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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