Appointments Made Simple
Easy for Your Members, Efficient for Your Team
Make appointment scheduling effortless for both members and staff with Eltropy’s Omnichannel Appointment Management —for both in-branch and virtual meetings.
Appointment Management
Designed for Credit Unions & Community Banks
Omnichannel Appointment Scheduling
Eltropy Appointment Management enables your members to schedule appointments with your organization as per their channel and staff preferences.
Improve Appointment Booking Experience
- Give members the freedom to make appointments on their preferred channel – video, in-branch, or the phone — with their choice of staff, including Spanish-speaking agents, without multiple follow-ups.
AI-Powered Appointment Scheduling
- Enable members to book appointments seamlessly through an AI-Powered chatbot, ensuring a quick and user-friendly experience.
Remove Barriers for Spanish-Speaking Members
- Offer a fully customizable scheduling experience in Spanish to make it easier for members to book appointments without language barriers.
Reduce Member Fraud Risk
- Ensure that only verified members can schedule appointments to prevent resource blocking for fake appointments with OTP verification. Leverage secure, face-to-face video interactions that require no extra downloads on the member end, ensuring safe interactions.
Reduce Costs & Expand Availability
- Centralize Subject Matter Experts (SMEs) and agents with virtual or in-branch appointments to lower overhead costs & increase service availability.
Improve Nearby Branch Availability
- Let members view available slots at nearby branches and help them find the next best option if their desired time is unavailable.
Easy Group Scheduling
- Allow members to add up to two more attendees for their appointments, such as co-account holders or lawyers, to ensure all relevant parties can join the appointment.
Maximize Agent Availability
- Enable agents to serve multiple branches at different times – remotely or in-person – to ensure efficient use of their time and skills.
User Calendar View
- The User Calendar View gives branch managers better control over scheduling by allowing them to view agent availability, block time slots, and book appointments—all in one place. Managers can add key details, such as service type and contact info, and agents receive instant notifications to stay updated.
Appointment Shortcut Links
Eltropy Appointment Management allows your staff to send customized appointment links for members to schedule appointments with pre-selected options, allowing them to quickly book appointments in just a few clicks.
Improve Appointment Booking Experience
- Enable members to conveniently schedule appointments with integrated booking links across touchpoints (Texts, Emails, Social Media, Websites, QR codes, and more).
Enhance Member Experience
- Let members book quickly and conveniently - via a smooth, intuitive booking system with pre-selected fields.
Increase Conversion Rates
- Offer members personalized booking options tailored to their unique service needs, appointment types, and agent preferences.
Real-Time Calendar Sync
Eltropy Appointment Management streamlines scheduling with a two-way calendar sync that automatically updates changes across your team’s calendars to prevent scheduling conflicts.
Avoid Double Bookings & Missed Meetings
- Prevent confusion and scheduling errors for both members and staff with automatic calendars syncing across MS Exchange, Outlook, Office 365, and Google Calendar.
Reduce Walkouts & Improve Experience
- Keep your staff prepared for upcoming appointments with timely, accurate updates, and ensure all the members are served and satisfied.
Maximize Appointment Availability
- Ensure that once an appointment is canceled, both staff and the system are updated, freeing up the staff time slot for new bookings.
Boost Staff Productivity
- Save time and reduce manual efforts for your team by eliminating manual updates for missed appointments – everything syncs automatically.
Enhanced Visibility
- Give agents complete visibility into all member-provided details in the calendar invite, reducing time spent searching for information.
Skill Based Routing [SBR]
Eltropy Appointment Management’s SBR automatically allocates the incoming appointment to the best-qualified available agent – equipped with the right skill set and knowledge to deliver the best service.
Improve Conversion Rates
- Enable automatic skill-based routing of the incoming appointments to the most qualified available agents that can deliver seamless member service and reduce drop-offs.
Improve Appointment Experience
- Connect members to the right agent from the start without unnecessary hop-offs to deliver high-quality, effective service and boost member satisfaction.
Streamline Resource Utilization
- Efficiently allocate your staff availability to your members based on their skills, language preferences, and service requirements to boost productivity and experience.
Real Stories, Real Success
“We’ve been doing In-branch Video for about seven months and started using Eltropy’s Appointment Management and Chat for about nine months now. And we started using Bank From Anywhere (Video Banking) just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“The ability for our customers to connect with subject matter experts – who are centrally located – is a win-win for customers and for us.”
Alex Masse
Executive Vice President, Chief of Operations & Innovation
“Eltropy helped us digitally connect members with branches, lending, collections, and contact center using one singular solution across all channels.”
Kent Lugrand
President & CEO
Automated Reminders and Follow-Ups
Eltropy Appointment Management keeps all appointment participants informed—both members and agents—through automated updates and custom reminders.
Reduce Missed Appointments
- Send automated appointment reminders to ensure members stay prepared and show up for the appointments on time.
Boost Staff Productivity
- Automate manual reminders so your team can focus on high-value interactions with members and not reminders.
Improve Member Feedback
- Use post-appointment reviews and surveys to gather actionable insights, improve service quality, and boost member satisfaction.
Maximize Member Engagement
- Empower agents to customize reminder timings, ensuring that both staff and members receive updates at the perfect time to boost engagement.
Seamless Timezone Conversion
Eltropy Appointment Management enables appointment booking across locations and time zones, removing any appointment scheduling conflicts and discrepancies.
Improve Appointment Booking Experience
- Make it easy for members to book meetings from different locations to drive more convenience and adoption.
Reduce Scheduling Conflicts
- Automatically adjust for time zone differences to prevent confusion and ensure every meeting starts on time—whether remote or in-person.
Boost Staff Utilization
- Enable your staff to focus on delivering exceptional service and not fixing the time zone conflicts.
Customizable Branded Experience
Eltropy Appointment Management creates a seamless, branded appointment scheduling experience with customizable UX that integrates directly into your system.
Strengthen Brand Engagement
- Offer a branded appointment scheduling experience with customized colors, logos, and font adjustments that align with your brand identity to provide a seamless and consistent experience.
Improve Conversions
- Leverage a branded, intuitive appointment scheduling system that minimizes friction and encourages members to book appointments.
Reporting & Analytics
Eltropy Appointment Management provides real-time and historical insights into your appointment trends, agent utilization, and branch productivity for improved experiences.
Optimize Workforce Utilization
- Identify the most booked appointment days, services, underused resources, and more, to allocate staff effectively as and when needed.
Reduce Appointment Gaps
- Implement data-driven staffing adjustments based on analysis of appointment trends, staff availability, and member requests.
Increase Member Retention
- Analyze trends and behavioral patterns to improve service quality and deliver a personalized experience that meets member expectations.
Reduce Operational Costs
- Identify bottlenecks and make targeted improvements to service offerings for greater impact.
Enhance Staff Training & Performance
- Access detailed leaderboard and branch metrics to recognize high-performing staff, foster motivation, and ensure skilled agents are available during peak periods.
Improve Appointment Booking Experience
- Track the complete member journey, including metrics like the number of clicks, drop-offs, and time spent on each scheduler page with Eltropy-Google Analytics Integration.
Power of Total Branch Solution
Eltropy Appointment Management integrates with Lobby Management, Reputation Management, In-Branch Video Banking, and so much more to provide a seamless, all-in-one Total Branch Solution.
Improve Waiting Experience
- Enable virtual check-ins, streamline visitor flow with virtual queue and updates, and strategically allocate staff to meet the demand during peak hours [Lobby Management].
Improve Branch Reputation
- Boost your branch’s online reputation by turning member satisfaction into glowing Google reviews with quick, text-based review links [Reputation Management].
Expand Beyond Physical Branch
- Serve members anytime, anywhere by expanding services beyond your branch’s physical limits with remote video banking services [Video Banking].
Experience The Unified Impact
$3.7 M
Overall drop in delinquency from December 2023 to March 2024
(Alltru Credit Union)
300%
Faster member authentication 45 Seconds to authenticate
(Idaho Central Credit Union)
20%
Faster lending process, 3 days reduction in loan approval time
(Patelco Credit Union)
40X
Higher response rate with Text than other modes of communication
(Family Savings CU)
60%
Increase in number of accounts opened with In-branch Video
(Xplore Federal Credit Union)
95%
Reduction in loan approval times, application completion <10 mins
(Natco Credit Union)
