Smarter Integrations, Sharper Conversations, Stronger Control

Eltropy Unified Platform

Enterprise-Grade Voice Integrations with SIP Inbound & Outbound

Eltropy Voice+ now supports full SIP Inbound and Outbound calling, giving financial institutions the power to integrate their existing PBX, VoIP, or AI systems directly into the platform. Admins can configure SIP domains, manage whitelisted IPs, and create SIP IDs tied to specific call flows; all while maintaining the full agent experience, reporting, and security of traditional PSTN calls.

This release also introduces SIP Outbound support with custom headers, allowing organizations to pass critical metadata like Consumer ID or session status with each outbound call. Whether you’re leveraging AI routing, authentication workflows, or legacy systems, these enhancements provide the flexibility and control needed for complex, enterprise-level deployments.

For larger CFIs or those with existing infrastructure, this marks a major step toward unified, intelligent voice interactions, without disrupting what already works.

Take Control of IDV Data with Configurable Retention Settings

Financial institutions can now configure how long identity verification (IDV) documents and selfie media are retained, directly within Eltropy’s Conversation Settings. Once the set retention period is reached, all associated IDV data is automatically and permanently deleted. No manual cleanup needed.

This update helps CFIs manage sensitive information more responsibly, aligning with data retention policies and minimizing the risk of unauthorized access. The setting is optional and fully configurable, giving institutions the flexibility to align document retention with their internal policies and regulatory requirements.

Compose Clearer, Faster Messages in Chat

Agents can now compose messages more efficiently with improvements to the chat composer. Paragraph spacing is preserved, making messages easier for consumers to read, while quick responses can now be appended to drafted text without overwriting it, saving agents time and reducing back-and-forth.

These updates ensure that agents can send polished, well-formatted replies while working faster under pressure. Multiple quick responses can be added in one message, and formatting is preserved across all devices. It’s a small but meaningful enhancement that improves consistency, response time, and the overall quality of digital conversations.

For CFIs, that means stronger agent performance and a more professional, consumer-friendly experience with every chat conversation.

Capture the Full Story with Multi-Service Updates in Appointments & Lobby

Agents can now add multiple services to an ongoing appointment or walk-in, ensuring every topic discussed during a visit is recorded in real time. This update makes it easier to capture the full scope of each interaction, whether a consumer comes in for a loan inquiry but also needs help with digital banking or a new card.

Branch teams no longer need to create separate appointments for every service, giving consumers a smoother, one-stop experience. At the same time, managers gain more accurate insight into what’s really happening in-branch, helping with staffing, resource planning, and cross-sell tracking.

Every added service is logged, reported, and visible in consumer history, making it easier to maintain continuity across visits.

Eltropy AI

AI Assistants Just Got Smarter and More Strategic

Your AI Assistant can now think for itself, literally. With this release, it becomes agentic, meaning it independently decides how to approach each question, whether that means pulling from internal knowledge, searching trusted sources, or combining both.

Instead of requiring staff to select where or how to search, the assistant now evaluates the best path forward automatically. It decides what tools to use, when to pull from multiple sources, and how to structure responses, all behind the scenes. The result is more accurate answers, less back-and-forth, and a smoother experience for your team.

For CFIs, this means better support, smarter automation, and a more scalable way to handle growing complexity, without increasing workload.

Real-Time CI Alerts and Summaries, Delivered to Your Inbox 

Supervisors and agents can now receive automated email notifications from Conversation Intelligence, keeping them informed about key events and insights without having to monitor dashboards manually. From real-time alerts about escalations or flagged language to scheduled summaries with AI scores and topic trends, the right people stay in the loop when it matters most.

These notifications reduce the need for constant oversight while improving response times, team coaching, and service consistency. Whether you’re managing large teams or aiming to catch issues early, this update turns insight into action — fast.

Integrations

Faster Answers, More Insight with IML 2.0 Enhancements

IML 2.0 now supports expanded transaction visibility, allowing AI Voice Agents to retrieve and share up to 10 transactions in a single interaction. This reduces follow-up prompts and helps consumers get the full picture of their account activity in one seamless conversation. It’s a small change that makes a big difference in efficiency and satisfaction.

In addition, AI Voice Agents can now pull loan payment details directly from IML, including the due amount, so consumers can call in and hear what they owe without logging in or waiting for an agent. These updates streamline common inquiries, speed up resolution times, and strengthen self-service capabilities for both consumers and staff.

Seamless Video Banking in a New Tab for Apiture OLB

Consumers using Apiture’s Online Banking can now launch video calls in a new browser tab, giving them more control and flexibility during digital interactions. Whether they’re on web or mobile browsers, this option allows users to stay connected with an agent via video while keeping their original banking session open.

This enhancement ensures a smoother, less disruptive experience, especially for consumers multitasking or navigating multiple steps during a support call. It’s a subtle but impactful improvement that prevents accidental session timeouts and supports uninterrupted, high-quality service.

Smarter, More Flexible Biometric Authentication with IDgo

CFIs now have more control over the biometric authentication experience during live AI Voice Agents calls, thanks to new configuration options for IDgo authentication links. Institutions can customize the link template, set timeout durations, and define retry behavior, ensuring that the experience is clear, branded, and reliable for every consumer.

This update also introduces smarter session handling and expanded support for authentication beyond SSNs, reducing friction and repetitive steps for returning users. With session reuse, improved timeout settings, and intelligent retry logic, CFIs can offer a smoother, more secure identity verification process without overcomplicating the experience.

For domain managers, these new settings translate into fewer expired links, fewer failed login attempts, and greater confidence in the end-to-end authentication journey.