In this listicle, we explore the trends and innovations shaping the future of appointment management in credit unions and highlight how embracing these advancements benefits both institutions and members.
In the world of digital banking, trust and security are paramount. Consumers want assurance that their financial transactions are protected
Eltropy’s Text-to-Talk feature allows lenders and collections teams at credit unions and community banks to seamlessly integrate Text and voice to enhance efficiency, personalization, and resolution speed
The world of commerce has transformed significantly in recent years, with digital transactions becoming the norm. While this shift has made transactions faster and more convenient, it has also increased the risk of fraudulent activity.
Fraud is an ever-pressing issue in our world today, and with digital capabilities (ChatGPT anyone?) only growing, it’ll continue to head in that direction.
We all know how widespread fraud is. Fraudsters regularly get access to personal information through various methods, including phishing scams, hacking, stealing mail or trash, or simply purchasing information from other criminals.
The rise of the pandemic in early 2020 brought with it a number of challenges, especially for community financial institutions.
Financial institutions are constantly looking for ways to speed up their loan processes, and there are several ways in which
Staffing challenges aren’t new for financial institutions. According to The Financial Brand, 4 out of 5 financial institutions have expressed
With the ability to add new users and phone numbers no longer being possible on ZipWhip, Credit Unions are actively
© 2025 Eltropy, Inc. All Rights Reserved.
📅 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:
Takeaways:
✅ AI Certification (yes, a real certificate!)
🎥 Training Video Access
📘 Safe AI eBook
🎁 Exclusive AI Offers (yup, still a surprise!)
📅 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:
Takeaways:
✅ AI Certification (yes, a real certificate!)
🎥 Training Video Access
📘 Safe AI eBook
🎁 Exclusive AI Offers (psst… it’s a surprise!)
📅 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!
📅 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! 🤠✨
Don’t Miss The Grand Finale Of Emerge 2025!
Bringing a spouse or guest? – Sign them up here!
📅 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!
📅 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.
📅 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.
