CUSTOMER VOICES
Our North Stars
Our customer stories do more than inspire – they carve the way for a financial future where everyone has access to financial capital anytime, anywhere.
“It’s really been a lifeline for our branches, especially during Covid when it was a struggle to keep branches open. Since then we’ve even found that more and more members prefer doing business with us this way!”
Jeremy Deamer
Branch Technology & Innovation Manager
“The product is truly amazing. The ease of connecting with members, sharing screens and documents during conversations, and guiding them through website difficulties with screen sharing has been a game changer. “
Iwona Leatherberry
Digital Banking Manager
“From day one, Eltropy’s leadership team actively listened to our specific requests, demonstrating their remarkable receptiveness and adaptability. They seamlessly accommodated all our needs, allowing us to test functionalities in a demo environment and promptly addressing our questions.”
Iwona Leatherberry
Digital Banking Manager
“We all know wire fraud has been on the rise. The video banking platform allows us to visually identify all of our customers who want to perform a wire transfer, thus basically eliminating the chance of wire fraud.”
Maria Nephew
AVP Video Connect
“Video Banking has taken digital services to the next level. What we do with Eltropy’s video solution is offer a full branch experience to our members.”
Sarah Kuesel
Director
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“It was like walking up to a window, but I didnʼt leave my home! Perfect to allow me to keep banking with Clearview since I moved out of the state.”
Lynn
Clearview Live® User
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“If a customer lives out of the area or says that they have trouble getting into the branch, it’s no problem. We refer them in a minute to the video channel, where we can assist customers from all segments, be it a deposit, something loan-related, or whatever they need. Customers can get personalized service from their trusted banker, and they can do it from anywhere, even in the UK or Europe.”
Donna Driscoll
VP Branch Administration
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“You can tell Eltropy cares about us, and they really are all about listening to us. When there’s something in the system that maybe doesn’t fit our needs, they’ll try to understand the why behind it and actually do something about it.”
Melissa Wrycha
Chief Experience Officer
“From a product standpoint, I really believe in Eltropy products and they are effective. They have that ‘it factor’ that many other organizations strive for but haven’t quite been able to put their thumb on it.”
Eryka Ragsdale
VP of Member Services
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“Everybody knows how to use their cell phone. Having the ability to text someone and offer assistance has been a game changer. We can send them a link to our loan extension request via Text to get the conversation flowing.”
Leticia Amado
VP of Collections
“Time is one of our most precious resources, and this tool will allow our customers to manage and use their time more effectively. They can now hop on a call and resolve their banking needs in just a few minutes.”
Donna Driscoll
VP Branch Administration
“We scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”
Lilly Megias
COO
“The generative AI solution from Eltropy gives our employees information right at their fingertips. It helps us achieve first call resolution more often because our contact center staff don’t have to chase down info or follow up repeatedly with members.”
Brad Shafton
SVP, IT & Digital
“Within three months of implementing Eltropy, we saw a huge drop in delinquencies. When I saw the numbers, I almost couldn’t believe it. It was mind-blowing – We knew we made the right choice.”
Katie Bendyk
Director of eServices & Payment Solutions
“The Friday text reminder is where we see the most payments. Members often tell us it’s convenient for them to get the reminder right before the weekend.”
Cynthia Moreno
Collections Officer
“The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done.
Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“The way MeridianLink and Eltropy work together has been remarkable. We’re seeing loan officers close deals faster because they can text right from within the loan file. When a member needs to submit additional documentation or sign something, our team can send a quick text and often get a response within minutes rather than days. The efficiency gains have been incredible.”
Tony Sanches
VP of Lending
“Bringing in Video Banking has proven immensely successful in not only reducing wait times at our busiest branches but also efficiently addressing staffing needs at our remote locations.”
Jeremy Deamer
Branch Technology & Innovation Manager
“We saw a significant drop in routine calls, allowing our associates to focus on deeper, more meaningful conversations with members instead of handling basic self-service inquiries.”
Brandy Roy
VP of Information Technology
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“With Eltropy, we were able to offer our members convenience and access to be able to do banking when they want to do their banking, not when we want them to do their banking.”
Carmen Sanchez
VP of Virtual Delivery
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“Texting has been a great asset during this time when we have employees working from home. The members have been very responsive and feel safe sharing information because of the verification feature.”
Donna Berringer
President
“Introducing the Eltropy system to our E-Services team who do all our online account opening, collections team, and now our contact center, has really helped our operations. Texting is the way people communicate in today’s world. It’s fast, it’s efficient, it’s easy.”
Mary Burruel
Credit Union Efficiencies Manager
“We saw roughly a 20% decrease in calls almost right out of the gate, and by the time we got Ruth into digital banking, it was significant.”
Jill Schaffler
SVP of Enterprise Applications
“MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple.”
Kimberley Davis
Director of Sales and Service
“Eltropy is a great partnership for Sharetec because it allows our Credit Unions the power to connect with their members and stay competitive in a world where quick service is so important. This platform is easy to use and comes with so many benefits: workflows, automations, compliance and security all in one.”
Carrie Heck
Senior Account Executive
“In one year on the Eltropy platform, Video Banking became our top channel for account and loan originations. Since we require non-branch wires to be verified over Video Banking, our number of incidents of fraudsters impersonating our members has decreased to zero.”
Ron Winter
CTO
“Pandemic or not, 70% of our members said they plan to never come back to a branch for their banking needs. Eltropy helped us digitally connect members with branch, lending, collection, and contact center associates using one singular solution across all channels. We evaluated many of the top vendors in this market, and only Eltropy could deliver what we were looking to provide.”
Kent Lugrand
President and CEO
“Eltropy has been a great partner in helping us come up with solutions. The entire Eltropy team was vested in making sure we were successful. I think that’s also the benefit of working with smaller firms who are engaged and really believers in their solution and what they’re selling. The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done. Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“Some collectors don’t like change. But as soon as they started using it, they realized how helpful Texting can be. It’s an easier way to communicate. And the collectors are happy that they can actually make contact with people.”
Leticia Amado
VP of Collections
“Our members who would never pick up our collection’s calls opened up their hearts on Text. I continue to be blown away with how effective Text Messaging is for loss mitigation.”
Shawn Spratte
SVP of Loss Mitigation and Communication Center
“Using Eltropy texting for our Collections and Recovery departments, we’re collecting way more than ever before. By sending delinquent payment reminders with secure payment links, we had a record-breaking collections year in 2021, collecting $48.3 million and recovering $9.9 million in principal from charged-off loans, and we continue to see these positive results year after year.”
Lisa Weinstein
VP of Member Relationship Product Management
“Email is becoming archaic in lending. To stay relevant today, you have to have text messaging capabilities. Without Eltropy, we would be struggling to meet our members’ expectations for modern communication.”
Tony Sanches
VP of Lending
“Texting as a method of communication has been very effective not only in the late-stage collection but also reaching some of our members in the earlier stages of collections. We are very satisfied with this process.”
Bert Jones
Collections Manager
“As soon as we started using Text with Eltropy, we saw an immediate difference in our response rates. We have such high volumes of collections, and the bottom line is that people are more likely to respond to Text.”
Leticia Amado
VP of Collections
“Through our video banking team, we run about 2000 to 3000 video calls per month. We are constantly on calls with engaging with our members from where they need to be.”
Chasmine McIntosh
VP of Digital Banking
“People who never responded before are responding now. It’s like we’ve suddenly started speaking their language, and they’re actually listening. It’s amazing. In my 20 years in the credit union industry, this is the most game-changing innovation I’ve seen.”
Art Sookazian
VP of Collections and Risk Management
“We wanted to communicate better with our members. We saw an opportunity with Eltropy to do that in a way that was flexible.”
Matthew Schenk
VP of Enterprise Architecture
“What Eltropy is doing with its Unified Conversations Platform will only magnify and highlight all the other technology enhancements that we’re currently making for our members across all departments of the organization. In the end, we’re improving our financial and communications technology to help our employees first, so they can in turn help our members have a better banking experience.”
Carter Pope
CEO
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“Our journey towards digital transformation led us to Eltropy’s AI chat solutions, and we’re starting to see remarkable results. What sets Eltropy apart is not just their technology but also their dedication to understanding the credit union industry and their commitment to community financial institutions like ours. They continue to evolve, and that’s why we consider them a long-term partner, including for AI.”
Brad Shafton
SVP, IT and Digital
“Voice+ will make a big difference in how we serve our members. Our agents can now use voice alongside text, video, co-browsing, and AI help. This means we can solve problems faster and better, all in one place. It’s a real improvement for our members.”
Howie Meller
President and CEO
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“We wanted to communicate better with our members. We saw an opportunity with Eltropy to do that in a way that was flexible.”
Matthew Schenk
VP of Enterprise Architecture
“People who never responded before are responding now. It’s like we’ve suddenly started speaking their language, and they’re actually listening. It’s amazing. In my 20 years in the credit union industry, this is the most game-changing innovation I’ve seen.”
Art Sookazian
VP of Collections and Risk Management
“As soon as we started using Text with Eltropy, we saw an immediate difference in our response rates. We have such high volumes of collections, and the bottom line is that people are more likely to respond to Text.”
Leticia Amado
VP of Collections
“Texting as a method of communication has been very effective not only in the late-stage collection but also reaching some of our members in the earlier stages of collections. We are very satisfied with this process.”
Bert Jones
Collections Manager
“Email is becoming archaic in lending. To stay relevant today, you have to have text messaging capabilities. Without Eltropy, we would be struggling to meet our members’ expectations for modern communication.”
Tony Sanches
VP of Lending
“Using Eltropy texting for our Collections and Recovery departments, we’re collecting way more than ever before. By sending delinquent payment reminders with secure payment links, we had a record-breaking collections year in 2021, collecting $48.3 million and recovering $9.9 million in principal from charged-off loans, and we continue to see these positive results year after year.”
Lisa Weinstein
VP of Member Relationship Product Management
“Our members who would never pick up our collection’s calls opened up their hearts on Text. I continue to be blown away with how effective Text Messaging is for loss mitigation.”
Shawn Spratte
SVP of Loss Mitigation and Communication Center
“Some collectors don’t like change. But as soon as they started using it, they realized how helpful Texting can be. It’s an easier way to communicate. And the collectors are happy that they can actually make contact with people.”
Leticia Amado
VP of Collections
“Eltropy has been a great partner in helping us come up with solutions. The entire Eltropy team was vested in making sure we were successful. I think that’s also the benefit of working with smaller firms who are engaged and really believers in their solution and what they’re selling. The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done. Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“Pandemic or not, 70% of our members said they plan to never come back to a branch for their banking needs. Eltropy helped us digitally connect members with branch, lending, collection, and contact center associates using one singular solution across all channels. We evaluated many of the top vendors in this market, and only Eltropy could deliver what we were looking to provide.”
Kent Lugrand
President and CEO
“MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple.”
Kimberley Davis
Director of Sales and Service
“Introducing the Eltropy system to our E-Services team who do all our online account opening, collections team, and now our contact center, has really helped our operations. Texting is the way people communicate in today’s world. It’s fast, it’s efficient, it’s easy.”
Mary Burruel
Credit Union Efficiencies Manager
“The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done.
Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“Within three months of implementing Eltropy, we saw a huge drop in delinquencies. When I saw the numbers, I almost couldn’t believe it. It was mind-blowing – We knew we made the right choice.”
Katie Bendyk
Director of eServices & Payment Solutions
“The way MeridianLink and Eltropy work together has been remarkable. We’re seeing loan officers close deals faster because they can text right from within the loan file. When a member needs to submit additional documentation or sign something, our team can send a quick text and often get a response within minutes rather than days. The efficiency gains have been incredible.”
Tony Sanches
VP of Lending
“Everybody knows how to use their cell phone. Having the ability to text someone and offer assistance has been a game changer. We can send them a link to our loan extension request via Text to get the conversation flowing.”
Leticia Amado
VP of Collections
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“The Friday text reminder is where we see the most payments. Members often tell us it’s convenient for them to get the reminder right before the weekend.”
Cynthia Moreno
Collections Officer
“We scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”
Lilly Megias
COO
“Our journey towards digital transformation led us to Eltropy’s AI chat solutions, and we’re starting to see remarkable results. What sets Eltropy apart is not just their technology but also their dedication to understanding the credit union industry and their commitment to community financial institutions like ours. They continue to evolve, and that’s why we consider them a long-term partner, including for AI.”
Brad Shafton
SVP, IT and Digital
“Voice+ will make a big difference in how we serve our members. Our agents can now use voice alongside text, video, co-browsing, and AI help. This means we can solve problems faster and better, all in one place. It’s a real improvement for our members.”
Howie Meller
President and CEO
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“What Eltropy is doing with its Unified Conversations Platform will only magnify and highlight all the other technology enhancements that we’re currently making for our members across all departments of the organization. In the end, we’re improving our financial and communications technology to help our employees first, so they can in turn help our members have a better banking experience.”
Carter Pope
CEO
“Pandemic or not, 70% of our members said they plan to never come back to a branch for their banking needs. Eltropy helped us digitally connect members with branch, lending, collection, and contact center associates using one singular solution across all channels. We evaluated many of the top vendors in this market, and only Eltropy could deliver what we were looking to provide.”
Kent Lugrand
President and CEO
“Eltropy is a great partnership for Sharetec because it allows our Credit Unions the power to connect with their members and stay competitive in a world where quick service is so important. This platform is easy to use and comes with so many benefits: workflows, automations, compliance and security all in one.”
Carrie Heck
Senior Account Executive
“We saw roughly a 20% decrease in calls almost right out of the gate, and by the time we got Ruth into digital banking, it was significant.”
Jill Schaffler
SVP of Enterprise Applications
“Introducing the Eltropy system to our E-Services team who do all our online account opening, collections team, and now our contact center, has really helped our operations. Texting is the way people communicate in today’s world. It’s fast, it’s efficient, it’s easy.”
Mary Burruel
Credit Union Efficiencies Manager
“We saw a significant drop in routine calls, allowing our associates to focus on deeper, more meaningful conversations with members instead of handling basic self-service inquiries.”
Brandy Roy
VP of Information Technology
“The generative AI solution from Eltropy gives our employees information right at their fingertips. It helps us achieve first call resolution more often because our contact center staff don’t have to chase down info or follow up repeatedly with members.”
Brad Shafton
SVP, IT & Digital
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“From a product standpoint, I really believe in Eltropy products and they are effective. They have that ‘it factor’ that many other organizations strive for but haven’t quite been able to put their thumb on it.”
Eryka Ragsdale
VP of Member Services
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“Time is one of our most precious resources, and this tool will allow our customers to manage and use their time more effectively. They can now hop on a call and resolve their banking needs in just a few minutes.”
Donna Driscoll
VP Branch Administration
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“Through our video banking team, we run about 2000 to 3000 video calls per month. We are constantly on calls with engaging with our members from where they need to be.”
Chasmine McIntosh
VP of Digital Banking
“Pandemic or not, 70% of our members said they plan to never come back to a branch for their banking needs. Eltropy helped us digitally connect members with branch, lending, collection, and contact center associates using one singular solution across all channels. We evaluated many of the top vendors in this market, and only Eltropy could deliver what we were looking to provide.”
Kent Lugrand
President and CEO
“Introducing the Eltropy system to our E-Services team who do all our online account opening, collections team, and now our contact center, has really helped our operations. Texting is the way people communicate in today’s world. It’s fast, it’s efficient, it’s easy.”
Mary Burruel
Credit Union Efficiencies Manager
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“With Eltropy, we were able to offer our members convenience and access to be able to do banking when they want to do their banking, not when we want them to do their banking.”
Carmen Sanchez
VP of Virtual Delivery
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“You can tell Eltropy cares about us, and they really are all about listening to us. When there’s something in the system that maybe doesn’t fit our needs, they’ll try to understand the why behind it and actually do something about it.”
Melissa Wrycha
Chief Experience Officer
“Bringing in Video Banking has proven immensely successful in not only reducing wait times at our busiest branches but also efficiently addressing staffing needs at our remote locations.”
Jeremy Deamer
Branch Technology & Innovation Manager
“It’s really been a lifeline for our branches, especially during Covid when it was a struggle to keep branches open. Since then we’ve even found that more and more members prefer doing business with us this way!”
Jeremy Deamer
Branch Technology & Innovation Manager
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“The product is truly amazing. The ease of connecting with members, sharing screens and documents during conversations, and guiding them through website difficulties with screen sharing has been a game changer. “
Iwona Leatherberry
Digital Banking Manager
“From day one, Eltropy’s leadership team actively listened to our specific requests, demonstrating their remarkable receptiveness and adaptability. They seamlessly accommodated all our needs, allowing us to test functionalities in a demo environment and promptly addressing our questions.”
Iwona Leatherberry
Digital Banking Manager
“Video Banking has taken digital services to the next level. What we do with Eltropy’s video solution is offer a full branch experience to our members.”
Sarah Kuesel
Director
“It was like walking up to a window, but I didnʼt leave my home! Perfect to allow me to keep banking with Clearview since I moved out of the state.”
Lynn
Clearview Live® User
“If a customer lives out of the area or says that they have trouble getting into the branch, it’s no problem. We refer them in a minute to the video channel, where we can assist customers from all segments, be it a deposit, something loan-related, or whatever they need. Customers can get personalized service from their trusted banker, and they can do it from anywhere, even in the UK or Europe.”
Donna Driscoll
VP Branch Administration
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“We wanted to communicate better with our members. We saw an opportunity with Eltropy to do that in a way that was flexible.”
Matthew Schenk
VP of Enterprise Architecture
“As soon as we started using Text with Eltropy, we saw an immediate difference in our response rates. We have such high volumes of collections, and the bottom line is that people are more likely to respond to Text.”
Leticia Amado
VP of Collections
“Using Eltropy texting for our Collections and Recovery departments, we’re collecting way more than ever before. By sending delinquent payment reminders with secure payment links, we had a record-breaking collections year in 2021, collecting $48.3 million and recovering $9.9 million in principal from charged-off loans, and we continue to see these positive results year after year.”
Lisa Weinstein
VP of Member Relationship Product Management
“Some collectors don’t like change. But as soon as they started using it, they realized how helpful Texting can be. It’s an easier way to communicate. And the collectors are happy that they can actually make contact with people.”
Leticia Amado
VP of Collections
“Eltropy has been a great partner in helping us come up with solutions. The entire Eltropy team was vested in making sure we were successful. I think that’s also the benefit of working with smaller firms who are engaged and really believers in their solution and what they’re selling. The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done. Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“We scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”
Lilly Megias
COO
“Within three months of implementing Eltropy, we saw a huge drop in delinquencies. When I saw the numbers, I almost couldn’t believe it. It was mind-blowing – We knew we made the right choice.”
Katie Bendyk
Director of eServices & Payment Solutions
“In one year on the Eltropy platform, Video Banking became our top channel for account and loan originations. Since we require non-branch wires to be verified over Video Banking, our number of incidents of fraudsters impersonating our members has decreased to zero.”
Ron Winter
CTO
“Texting has been a great asset during this time when we have employees working from home. The members have been very responsive and feel safe sharing information because of the verification feature.”
Donna Berringer
President
“We all know wire fraud has been on the rise. The video banking platform allows us to visually identify all of our customers who want to perform a wire transfer, thus basically eliminating the chance of wire fraud.”
Maria Nephew
AVP Video Connect
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“The unified platform is so helpful to my team. We can start a conversation in one place and continue it somewhere else. Even if we have to go reach out to somebody else for an answer, at least they can see that we’re working on their problem, and we just haven’t put them into a black hole.”
Howard Meller
President & CEO
“What Eltropy is doing with its Unified Conversations Platform will only magnify and highlight all the other technology enhancements that we’re currently making for our members across all departments of the organization. In the end, we’re improving our financial and communications technology to help our employees first, so they can in turn help our members have a better banking experience.”
Carter Pope
CEO
“What I love about Eltropy is that it’s about a partnership. They really want to partner with community financial institutions and credit unions to bring forward what we really need. They listen to us, they partner with us, and it’s collaborative. It’s not just a product, but a partnership.”
Brad Shafton
SVP, IT & Digital
“What I like best about Eltropy is the CSM support. Whenever I have a question or get stuck, or even when I have a new idea for how to use the system, I can reach out and get a response within an hour. If we can’t resolve something over text, we just jump on a quick Zoom call. Any issues we’ve had have been resolved the same day. It’s been the best integration we’ve had with any of our vendors.”
Nik Dokic
Business Analyst/Project Manager
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“I think it can’t hurt to try it, just because of the fact that your staff will control how much it’s really used by promoting the product, and then also actually utilizing it.”
Colin Poe
Business Development Manager
“Having a unified platform really helps that employee experience. It gives them one screen to go to communicate with our members, whether it’s coming in via Chat, Text Message, whatever it may be. It gives the employee that one pane of glass to really simplify the entire process and make their day-to-day a lot easier.”
Brad Shafton
SVP, IT & Digital
“We can’t wait to utilize the Eltropy offerings at an even higher level. Having so many options to seamlessly switch from one method of communication to another is exciting!”
Iwona Leatherberry
Digital Banking Manager
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“Honestly, it’s been the best vendor relationship I’ve ever experienced. From the start, they laid everything out clearly, and every wish list item we had was clearly outlined. If something wasn’t on the roadmap, we put it there—something no other competitor was able to do.”
Eryka Ragsdale
VP of Member Services
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“The Eltropy platform itself has really helped us have that next level of communication with our members. Having the speed and the ability to have a quick conversation with our members takes our operations to the next level.”
Ken Barr
Director of Marketing
“Eltropy is a forward thinker, and we loved their vision. They’re helping us automate processes and improve the member experience on the back end. We’re truly taking care of our members on a platform that lets us do it efficiently and effectively—and we leave our members saying, wow.”
Buddy Bennett
Chief Operating Officer
“Our journey towards digital transformation led us to Eltropy’s AI chat solutions, and we’re starting to see remarkable results. What sets Eltropy apart is not just their technology but also their dedication to understanding the credit union industry and their commitment to community financial institutions like ours. They continue to evolve, and that’s why we consider them a long-term partner, including for AI.”
Brad Shafton
SVP, IT and Digital
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“What Eltropy is doing with its Unified Conversations Platform will only magnify and highlight all the other technology enhancements that we’re currently making for our members across all departments of the organization. In the end, we’re improving our financial and communications technology to help our employees first, so they can in turn help our members have a better banking experience.”
Carter Pope
CEO
“We wanted to communicate better with our members. We saw an opportunity with Eltropy to do that in a way that was flexible.”
Matthew Schenk
VP of Enterprise Architecture
“People who never responded before are responding now. It’s like we’ve suddenly started speaking their language, and they’re actually listening. It’s amazing. In my 20 years in the credit union industry, this is the most game-changing innovation I’ve seen.”
Art Sookazian
VP of Collections and Risk Management
“The adoption by the members has been quick and successful as we immediately started getting text messages on a variety of issues, including inquiries about obtaining a loan.”
Jason Ford
President/CEO
“Text communication or meeting a member on their most comfortable channel of communication is key to a successful lending relationship. We are completing some loan applications in as little as 10 minutes. Nobody can hold a candle to what Eltropy has.”
Kristen Shambro
AVP of Operations
“As soon as we started using Text with Eltropy, we saw an immediate difference in our response rates. We have such high volumes of collections, and the bottom line is that people are more likely to respond to Text.”
Leticia Amado
VP of Collections
“Through our video banking team, we run about 2000 to 3000 video calls per month. We are constantly on calls with engaging with our members from where they need to be.”
Chasmine McIntosh
VP of Digital Banking
“In one year on the Eltropy platform, Video Banking became our top channel for account and loan originations. Since we require non-branch wires to be verified over Video Banking, our number of incidents of fraudsters impersonating our members has decreased to zero.”
Ron Winter
CTO
“Texting as a method of communication has been very effective not only in the late-stage collection but also reaching some of our members in the earlier stages of collections. We are very satisfied with this process.”
Bert Jones
Collections Manager
“It has actually cut down quite a bit of lag time in between the members waiting for their documents and wondering where they sent it and when it is happening.”
Stephanie Dulaney
Director of Loan Operations
“Email is becoming archaic in lending. To stay relevant today, you have to have text messaging capabilities. Without Eltropy, we would be struggling to meet our members’ expectations for modern communication.”
Tony Sanches
VP of Lending
“Using Eltropy texting for our Collections and Recovery departments, we’re collecting way more than ever before. By sending delinquent payment reminders with secure payment links, we had a record-breaking collections year in 2021, collecting $48.3 million and recovering $9.9 million in principal from charged-off loans, and we continue to see these positive results year after year.”
Lisa Weinstein
VP of Member Relationship Product Management
“Our lead generation for loans is stronger than it’s ever been before. We process 1200 more digital leads per month ever since. In fact, we’ve had to expand and build out two teams to meet the increasing demand.”
Robert Blake
VP of Digital Marketing
“Our members who would never pick up our collection’s calls opened up their hearts on Text. I continue to be blown away with how effective Text Messaging is for loss mitigation.”
Shawn Spratte
SVP of Loss Mitigation and Communication Center
“Some collectors don’t like change. But as soon as they started using it, they realized how helpful Texting can be. It’s an easier way to communicate. And the collectors are happy that they can actually make contact with people.”
Leticia Amado
VP of Collections
“Eltropy has been a great partner in helping us come up with solutions. The entire Eltropy team was vested in making sure we were successful. I think that’s also the benefit of working with smaller firms who are engaged and really believers in their solution and what they’re selling. The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done. Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“We were inundated with loan applications…we weren’t making contact with approved applicants for 30 days. Now were able to get to those applications far more efficiently with Eltropy’s auto reminders.”
Mary Burruel
Credit Union Efficiencies Manager
“Having the speed or the ability to have a quick conversation with our members really takes our operations to the next level. Most of us are not waiting around for email. Texts are what people are checking. It was really the next evolution for us as a credit union to move forward with our technology journey.”
Ken Barr
Director of Marketing
“In one year on the Eltropy platform, Video Banking became our top channel for account and loan originations. Since we require non-branch wires to be verified over Video Banking, our number of incidents of fraudsters impersonating our members has decreased to zero.”
Ron Winter
CTO
“Eltropy is a great partnership for Sharetec because it allows our Credit Unions the power to connect with their members and stay competitive in a world where quick service is so important. This platform is easy to use and comes with so many benefits: workflows, automations, compliance and security all in one.”
Carrie Heck
Senior Account Executive
“MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple.”
Kimberley Davis
Director of Sales and Service
“We saw roughly a 20% decrease in calls almost right out of the gate, and by the time we got Ruth into digital banking, it was significant.”
Jill Schaffler
SVP of Enterprise Applications
“Texting has been a great asset during this time when we have employees working from home. The members have been very responsive and feel safe sharing information because of the verification feature.”
Donna Berringer
President
“The efficiency is just phenomenal. Now it takes 10 seconds to analyze and look at a message rather than getting the call, listening to the voicemail, calling back, and possibly getting another voicemail if they’re sleeping.”
Tiffany Stephens
Talent Acquisition and Employee Relations Manager
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“With Eltropy, we were able to offer our members convenience and access to be able to do banking when they want to do their banking, not when we want them to do their banking.”
Carmen Sanchez
VP of Virtual Delivery
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“We saw a significant drop in routine calls, allowing our associates to focus on deeper, more meaningful conversations with members instead of handling basic self-service inquiries.”
Brandy Roy
VP of Information Technology
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“The product is truly amazing. The ease of connecting with members, sharing screens and documents during conversations, and guiding them through website difficulties with screen sharing has been a game changer. “
Iwona Leatherberry
Digital Banking Manager
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“It seemed so simple and intuitive to use! All the steps made sense. We had an easy time envisioning how it would integrate with our other platforms and improve our member service experience.”
Iwona Leatherberry
Digital Banking Manager
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“From day one, Eltropy’s leadership team actively listened to our specific requests, demonstrating their remarkable receptiveness and adaptability. They seamlessly accommodated all our needs, allowing us to test functionalities in a demo environment and promptly addressing our questions.”
Iwona Leatherberry
Digital Banking Manager
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“Video Banking has taken digital services to the next level. What we do with Eltropy’s video solution is offer a full branch experience to our members.”
Sarah Kuesel
Director
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“It was like walking up to a window, but I didnʼt leave my home! Perfect to allow me to keep banking with Clearview since I moved out of the state.”
Lynn
Clearview Live® User
“We chose Eltropy based on the fact that they were a partner with our core, Sharetec. Just because we wanted to be able to reach our members another way, rather than just over the phone or through Email.”
Colin Poe
Business Development Manager
“We all know wire fraud has been on the rise. The video banking platform allows us to visually identify all of our customers who want to perform a wire transfer, thus basically eliminating the chance of wire fraud.”
Maria Nephew
AVP Video Connect
“Everybody knows how to use their cell phone. Having the ability to text someone and offer assistance has been a game changer. We can send them a link to our loan extension request via Text to get the conversation flowing.”
Leticia Amado
VP of Collections
“It really helps just to be there for our members in a different way, just based on the fact that evolution is happening every day. Texting is just becoming more of the language that we use. So just being able to offer that to someone, whether they’re looking for a mortgage, car loan, or just wanting to know what their balance is – we can offer that to them.”
Colin Poe
Business Development Manager
“If a customer lives out of the area or says that they have trouble getting into the branch, it’s no problem. We refer them in a minute to the video channel, where we can assist customers from all segments, be it a deposit, something loan-related, or whatever they need. Customers can get personalized service from their trusted banker, and they can do it from anywhere, even in the UK or Europe.”
Donna Driscoll
VP Branch Administration
“The Friday text reminder is where we see the most payments. Members often tell us it’s convenient for them to get the reminder right before the weekend.”
Cynthia Moreno
Collections Officer
“I was able to Text this member and get through the application two mornings in a row between 6:30 and 8:00 a.m., and get him approved. He came in at 8:05 that second day and signed the paperwork. That was the moment for our entire credit union—it really was: Yeah, this is worth it.”
Colin Poe
Business Development Manager
“You can tell Eltropy cares about us, and they really are all about listening to us. When there’s something in the system that maybe doesn’t fit our needs, they’ll try to understand the why behind it and actually do something about it.”
Melissa Wrycha
Chief Experience Officer
“We scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”
Lilly Megias
COO
“We’ve texted thousands of members — maybe two or three have opted out on the lending piece. I love seeing the amount of contacts that are enhanced and improved since we’ve started with Eltropy.”
VP of Lending
VP of Lending
“The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done.
Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“Within three months of implementing Eltropy, we saw a huge drop in delinquencies. When I saw the numbers, I almost couldn’t believe it. It was mind-blowing – We knew we made the right choice.”
Katie Bendyk
Director of eServices & Payment Solutions
“In early ’22, we implemented Eltropy to really enhance communication between members and our staff, especially for collecting documents. Once we saw the pain point – members struggling to hear from us, and us struggling to hear from them – switching to Eltropy made all of that go away.”
Sean Manion
VP of Lending
“The way MeridianLink and Eltropy work together has been remarkable. We’re seeing loan officers close deals faster because they can text right from within the loan file. When a member needs to submit additional documentation or sign something, our team can send a quick text and often get a response within minutes rather than days. The efficiency gains have been incredible.”
Tony Sanches
VP of Lending
“From a product standpoint, I really believe in Eltropy products and they are effective. They have that ‘it factor’ that many other organizations strive for but haven’t quite been able to put their thumb on it.”
Eryka Ragsdale
VP of Member Services
“The Eltropy platform itself has really helped us have that next level of communication with our members. Having the speed and the ability to have a quick conversation with our members takes our operations to the next level.”
Ken Barr
Director of Marketing
“Time is one of our most precious resources, and this tool will allow our customers to manage and use their time more effectively. They can now hop on a call and resolve their banking needs in just a few minutes.”
Donna Driscoll
VP Branch Administration
“On a scale of 1-10, the competitors we saw might’ve been a 5, and Eltropy was a 10+. For us, it was so easy to use, we just turned it on and were off and running”.
Pete VanGraafeiland
Chief Member Experience Officer
“Bringing in Video Banking has proven immensely successful in not only reducing wait times at our busiest branches but also efficiently addressing staffing needs at our remote locations.”
Jeremy Deamer
Branch Technology & Innovation Manager
“The generative AI solution from Eltropy gives our employees information right at their fingertips. It helps us achieve first call resolution more often because our contact center staff don’t have to chase down info or follow up repeatedly with members.”
Brad Shafton
SVP, IT & Digital
“The very first thing we do once a loan is approved is send them a congratulations text. We also send over an email, but what we’ve found is overwhelmingly, people respond back via text.”
Pete VanGraafeiland
Chief Member Experience Officer
“It’s really been a lifeline for our branches, especially during Covid when it was a struggle to keep branches open. Since then we’ve even found that more and more members prefer doing business with us this way!”
Jeremy Deamer
Branch Technology & Innovation Manager
“Our journey towards digital transformation led us to Eltropy’s AI chat solutions, and we’re starting to see remarkable results. What sets Eltropy apart is not just their technology but also their dedication to understanding the credit union industry and their commitment to community financial institutions like ours. They continue to evolve, and that’s why we consider them a long-term partner, including for AI.”
Brad Shafton
SVP, IT and Digital
“What Eltropy is doing with its Unified Conversations Platform will only magnify and highlight all the other technology enhancements that we’re currently making for our members across all departments of the organization. In the end, we’re improving our financial and communications technology to help our employees first, so they can in turn help our members have a better banking experience.”
Carter Pope
CEO
“We saw roughly a 20% decrease in calls almost right out of the gate, and by the time we got Ruth into digital banking, it was significant.”
Jill Schaffler
SVP of Enterprise Applications
“We saw a significant drop in routine calls, allowing our associates to focus on deeper, more meaningful conversations with members instead of handling basic self-service inquiries.”
Brandy Roy
VP of Information Technology
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“We wanted to communicate better with our members. We saw an opportunity with Eltropy to do that in a way that was flexible.”
Matthew Schenk
VP of Enterprise Architecture
“People who never responded before are responding now. It’s like we’ve suddenly started speaking their language, and they’re actually listening. It’s amazing. In my 20 years in the credit union industry, this is the most game-changing innovation I’ve seen.”
Art Sookazian
VP of Collections and Risk Management
“The adoption by the members has been quick and successful as we immediately started getting text messages on a variety of issues, including inquiries about obtaining a loan.”
Jason Ford
President/CEO
“Text communication or meeting a member on their most comfortable channel of communication is key to a successful lending relationship. We are completing some loan applications in as little as 10 minutes. Nobody can hold a candle to what Eltropy has.”
Kristen Shambro
AVP of Operations
“As soon as we started using Text with Eltropy, we saw an immediate difference in our response rates. We have such high volumes of collections, and the bottom line is that people are more likely to respond to Text.”
Leticia Amado
VP of Collections
“Texting as a method of communication has been very effective not only in the late-stage collection but also reaching some of our members in the earlier stages of collections. We are very satisfied with this process.”
Bert Jones
Collections Manager
“It has actually cut down quite a bit of lag time in between the members waiting for their documents and wondering where they sent it and when it is happening.”
Stephanie Dulaney
Director of Loan Operations
“Email is becoming archaic in lending. To stay relevant today, you have to have text messaging capabilities. Without Eltropy, we would be struggling to meet our members’ expectations for modern communication.”
Tony Sanches
VP of Lending
“Using Eltropy texting for our Collections and Recovery departments, we’re collecting way more than ever before. By sending delinquent payment reminders with secure payment links, we had a record-breaking collections year in 2021, collecting $48.3 million and recovering $9.9 million in principal from charged-off loans, and we continue to see these positive results year after year.”
Lisa Weinstein
VP of Member Relationship Product Management
“Our lead generation for loans is stronger than it’s ever been before. We process 1200 more digital leads per month ever since. In fact, we’ve had to expand and build out two teams to meet the increasing demand.”
Robert Blake
VP of Digital Marketing
“Our members who would never pick up our collection’s calls opened up their hearts on Text. I continue to be blown away with how effective Text Messaging is for loss mitigation.”
Shawn Spratte
SVP of Loss Mitigation and Communication Center
“Some collectors don’t like change. But as soon as they started using it, they realized how helpful Texting can be. It’s an easier way to communicate. And the collectors are happy that they can actually make contact with people.”
Leticia Amado
VP of Collections
“Eltropy has been a great partner in helping us come up with solutions. The entire Eltropy team was vested in making sure we were successful. I think that’s also the benefit of working with smaller firms who are engaged and really believers in their solution and what they’re selling. The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done. Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“We were inundated with loan applications…we weren’t making contact with approved applicants for 30 days. Now were able to get to those applications far more efficiently with Eltropy’s auto reminders.”
Mary Burruel
Credit Union Efficiencies Manager
“Having the speed or the ability to have a quick conversation with our members really takes our operations to the next level. Most of us are not waiting around for email. Texts are what people are checking. It was really the next evolution for us as a credit union to move forward with our technology journey.”
Ken Barr
Director of Marketing
“Eltropy is a great partnership for Sharetec because it allows our Credit Unions the power to connect with their members and stay competitive in a world where quick service is so important. This platform is easy to use and comes with so many benefits: workflows, automations, compliance and security all in one.”
Carrie Heck
Senior Account Executive
“MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple.”
Kimberley Davis
Director of Sales and Service
“Texting has been a great asset during this time when we have employees working from home. The members have been very responsive and feel safe sharing information because of the verification feature.”
Donna Berringer
President
“The efficiency is just phenomenal. Now it takes 10 seconds to analyze and look at a message rather than getting the call, listening to the voicemail, calling back, and possibly getting another voicemail if they’re sleeping.”
Tiffany Stephens
Talent Acquisition and Employee Relations Manager
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“We chose Eltropy based on the fact that they were a partner with our core, Sharetec. Just because we wanted to be able to reach our members another way, rather than just over the phone or through Email.”
Colin Poe
Business Development Manager
“Everybody knows how to use their cell phone. Having the ability to text someone and offer assistance has been a game changer. We can send them a link to our loan extension request via Text to get the conversation flowing.”
Leticia Amado
VP of Collections
“It really helps just to be there for our members in a different way, just based on the fact that evolution is happening every day. Texting is just becoming more of the language that we use. So just being able to offer that to someone, whether they’re looking for a mortgage, car loan, or just wanting to know what their balance is – we can offer that to them.”
Colin Poe
Business Development Manager
“The Friday text reminder is where we see the most payments. Members often tell us it’s convenient for them to get the reminder right before the weekend.”
Cynthia Moreno
Collections Officer
“I was able to Text this member and get through the application two mornings in a row between 6:30 and 8:00 a.m., and get him approved. He came in at 8:05 that second day and signed the paperwork. That was the moment for our entire credit union—it really was: Yeah, this is worth it.”
Colin Poe
Business Development Manager
“We scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”
Lilly Megias
COO
“We’ve texted thousands of members — maybe two or three have opted out on the lending piece. I love seeing the amount of contacts that are enhanced and improved since we’ve started with Eltropy.”
VP of Lending
VP of Lending
“The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done.
Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“Within three months of implementing Eltropy, we saw a huge drop in delinquencies. When I saw the numbers, I almost couldn’t believe it. It was mind-blowing – We knew we made the right choice.”
Katie Bendyk
Director of eServices & Payment Solutions
“In early ’22, we implemented Eltropy to really enhance communication between members and our staff, especially for collecting documents. Once we saw the pain point – members struggling to hear from us, and us struggling to hear from them – switching to Eltropy made all of that go away.”
Sean Manion
VP of Lending
“The way MeridianLink and Eltropy work together has been remarkable. We’re seeing loan officers close deals faster because they can text right from within the loan file. When a member needs to submit additional documentation or sign something, our team can send a quick text and often get a response within minutes rather than days. The efficiency gains have been incredible.”
Tony Sanches
VP of Lending
“The Eltropy platform itself has really helped us have that next level of communication with our members. Having the speed and the ability to have a quick conversation with our members takes our operations to the next level.”
Ken Barr
Director of Marketing
“On a scale of 1-10, the competitors we saw might’ve been a 5, and Eltropy was a 10+. For us, it was so easy to use, we just turned it on and were off and running”.
Pete VanGraafeiland
Chief Member Experience Officer
“The very first thing we do once a loan is approved is send them a congratulations text. We also send over an email, but what we’ve found is overwhelmingly, people respond back via text.”
Pete VanGraafeiland
Chief Member Experience Officer
“Through our video banking team, we run about 2000 to 3000 video calls per month. We are constantly on calls with engaging with our members from where they need to be.”
Chasmine McIntosh
VP of Digital Banking
“In one year on the Eltropy platform, Video Banking became our top channel for account and loan originations. Since we require non-branch wires to be verified over Video Banking, our number of incidents of fraudsters impersonating our members has decreased to zero.”
Ron Winter
CTO
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“With Eltropy, we were able to offer our members convenience and access to be able to do banking when they want to do their banking, not when we want them to do their banking.”
Carmen Sanchez
VP of Virtual Delivery
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“Bringing in Video Banking has proven immensely successful in not only reducing wait times at our busiest branches but also efficiently addressing staffing needs at our remote locations.”
Jeremy Deamer
Branch Technology & Innovation Manager
“It’s really been a lifeline for our branches, especially during Covid when it was a struggle to keep branches open. Since then we’ve even found that more and more members prefer doing business with us this way!”
Jeremy Deamer
Branch Technology & Innovation Manager
“The product is truly amazing. The ease of connecting with members, sharing screens and documents during conversations, and guiding them through website difficulties with screen sharing has been a game changer. “
Iwona Leatherberry
Digital Banking Manager
“It seemed so simple and intuitive to use! All the steps made sense. We had an easy time envisioning how it would integrate with our other platforms and improve our member service experience.”
Iwona Leatherberry
Digital Banking Manager
“From day one, Eltropy’s leadership team actively listened to our specific requests, demonstrating their remarkable receptiveness and adaptability. They seamlessly accommodated all our needs, allowing us to test functionalities in a demo environment and promptly addressing our questions.”
Iwona Leatherberry
Digital Banking Manager
“Video Banking has taken digital services to the next level. What we do with Eltropy’s video solution is offer a full branch experience to our members.”
Sarah Kuesel
Director
“It was like walking up to a window, but I didnʼt leave my home! Perfect to allow me to keep banking with Clearview since I moved out of the state.”
Lynn
Clearview Live® User
“We all know wire fraud has been on the rise. The video banking platform allows us to visually identify all of our customers who want to perform a wire transfer, thus basically eliminating the chance of wire fraud.”
Maria Nephew
AVP Video Connect
“If a customer lives out of the area or says that they have trouble getting into the branch, it’s no problem. We refer them in a minute to the video channel, where we can assist customers from all segments, be it a deposit, something loan-related, or whatever they need. Customers can get personalized service from their trusted banker, and they can do it from anywhere, even in the UK or Europe.”
Donna Driscoll
VP Branch Administration
“You can tell Eltropy cares about us, and they really are all about listening to us. When there’s something in the system that maybe doesn’t fit our needs, they’ll try to understand the why behind it and actually do something about it.”
Melissa Wrycha
Chief Experience Officer
“In one year on the Eltropy platform, Video Banking became our top channel for account and loan originations. Since we require non-branch wires to be verified over Video Banking, our number of incidents of fraudsters impersonating our members has decreased to zero.”
Ron Winter
CTO
“Texting has been a great asset during this time when we have employees working from home. The members have been very responsive and feel safe sharing information because of the verification feature.”
Donna Berringer
President
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“The product is truly amazing. The ease of connecting with members, sharing screens and documents during conversations, and guiding them through website difficulties with screen sharing has been a game changer. “
Iwona Leatherberry
Digital Banking Manager
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“With Eltropy, we were able to offer our members convenience and access to be able to do banking when they want to do their banking, not when we want them to do their banking.”
Carmen Sanchez
VP of Virtual Delivery
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“Our journey towards digital transformation led us to Eltropy’s AI chat solutions, and we’re starting to see remarkable results. What sets Eltropy apart is not just their technology but also their dedication to understanding the credit union industry and their commitment to community financial institutions like ours. They continue to evolve, and that’s why we consider them a long-term partner, including for AI.”
Brad Shafton
SVP, IT and Digital
“We saw roughly a 20% decrease in calls almost right out of the gate, and by the time we got Ruth into digital banking, it was significant.”
Jill Schaffler
SVP of Enterprise Applications
“We saw a significant drop in routine calls, allowing our associates to focus on deeper, more meaningful conversations with members instead of handling basic self-service inquiries.”
Brandy Roy
VP of Information Technology
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“From a product standpoint, I really believe in Eltropy products and they are effective. They have that ‘it factor’ that many other organizations strive for but haven’t quite been able to put their thumb on it.”
Eryka Ragsdale
VP of Member Services
“Time is one of our most precious resources, and this tool will allow our customers to manage and use their time more effectively. They can now hop on a call and resolve their banking needs in just a few minutes.”
Donna Driscoll
VP Branch Administration
“The generative AI solution from Eltropy gives our employees information right at their fingertips. It helps us achieve first call resolution more often because our contact center staff don’t have to chase down info or follow up repeatedly with members.”
Brad Shafton
SVP, IT & Digital
“Everybody knows how to use their cell phone. Having the ability to text someone and offer assistance has been a game changer. We can send them a link to our loan extension request via Text to get the conversation flowing.”
Leticia Amado
VP of Collections
“We’ve done a great job of keeping our delinquency rate low, but without the ability to text our members, that number would’ve gone up.”
Sean Manion
VP of Lending
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“What Eltropy is doing with its Unified Conversations Platform will only magnify and highlight all the other technology enhancements that we’re currently making for our members across all departments of the organization. In the end, we’re improving our financial and communications technology to help our employees first, so they can in turn help our members have a better banking experience.”
Carter Pope
CEO
“We wanted to communicate better with our members. We saw an opportunity with Eltropy to do that in a way that was flexible.”
Matthew Schenk
VP of Enterprise Architecture
“People who never responded before are responding now. It’s like we’ve suddenly started speaking their language, and they’re actually listening. It’s amazing. In my 20 years in the credit union industry, this is the most game-changing innovation I’ve seen.”
Art Sookazian
VP of Collections and Risk Management
“The adoption by the members has been quick and successful as we immediately started getting text messages on a variety of issues, including inquiries about obtaining a loan.”
Jason Ford
President/CEO
“Text communication or meeting a member on their most comfortable channel of communication is key to a successful lending relationship. We are completing some loan applications in as little as 10 minutes. Nobody can hold a candle to what Eltropy has.”
Kristen Shambro
AVP of Operations
“Through our video banking team, we run about 2000 to 3000 video calls per month. We are constantly on calls with engaging with our members from where they need to be.”
Chasmine McIntosh
VP of Digital Banking
“As soon as we started using Text with Eltropy, we saw an immediate difference in our response rates. We have such high volumes of collections, and the bottom line is that people are more likely to respond to Text.”
Leticia Amado
VP of Collections
“Texting as a method of communication has been very effective not only in the late-stage collection but also reaching some of our members in the earlier stages of collections. We are very satisfied with this process.”
Bert Jones
Collections Manager
“It has actually cut down quite a bit of lag time in between the members waiting for their documents and wondering where they sent it and when it is happening.”
Stephanie Dulaney
Director of Loan Operations
“Using Eltropy texting for our Collections and Recovery departments, we’re collecting way more than ever before. By sending delinquent payment reminders with secure payment links, we had a record-breaking collections year in 2021, collecting $48.3 million and recovering $9.9 million in principal from charged-off loans, and we continue to see these positive results year after year.”
Lisa Weinstein
VP of Member Relationship Product Management
“Our lead generation for loans is stronger than it’s ever been before. We process 1200 more digital leads per month ever since. In fact, we’ve had to expand and build out two teams to meet the increasing demand.”
Robert Blake
VP of Digital Marketing
“Our members who would never pick up our collection’s calls opened up their hearts on Text. I continue to be blown away with how effective Text Messaging is for loss mitigation.”
Shawn Spratte
SVP of Loss Mitigation and Communication Center
“Some collectors don’t like change. But as soon as they started using it, they realized how helpful Texting can be. It’s an easier way to communicate. And the collectors are happy that they can actually make contact with people.”
Leticia Amado
VP of Collections
“Eltropy has been a great partner in helping us come up with solutions. The entire Eltropy team was vested in making sure we were successful. I think that’s also the benefit of working with smaller firms who are engaged and really believers in their solution and what they’re selling. The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done. Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“We were inundated with loan applications…we weren’t making contact with approved applicants for 30 days. Now were able to get to those applications far more efficiently with Eltropy’s auto reminders.”
Mary Burruel
Credit Union Efficiencies Manager
“Pandemic or not, 70% of our members said they plan to never come back to a branch for their banking needs. Eltropy helped us digitally connect members with branch, lending, collection, and contact center associates using one singular solution across all channels. We evaluated many of the top vendors in this market, and only Eltropy could deliver what we were looking to provide.”
Kent Lugrand
President and CEO
“Having the speed or the ability to have a quick conversation with our members really takes our operations to the next level. Most of us are not waiting around for email. Texts are what people are checking. It was really the next evolution for us as a credit union to move forward with our technology journey.”
Ken Barr
Director of Marketing
“In one year on the Eltropy platform, Video Banking became our top channel for account and loan originations. Since we require non-branch wires to be verified over Video Banking, our number of incidents of fraudsters impersonating our members has decreased to zero.”
Ron Winter
CTO
“Eltropy is a great partnership for Sharetec because it allows our Credit Unions the power to connect with their members and stay competitive in a world where quick service is so important. This platform is easy to use and comes with so many benefits: workflows, automations, compliance and security all in one.”
Carrie Heck
Senior Account Executive
“MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple.”
Kimberley Davis
Director of Sales and Service
“We saw roughly a 20% decrease in calls almost right out of the gate, and by the time we got Ruth into digital banking, it was significant.”
Jill Schaffler
SVP of Enterprise Applications
“Introducing the Eltropy system to our E-Services team who do all our online account opening, collections team, and now our contact center, has really helped our operations. Texting is the way people communicate in today’s world. It’s fast, it’s efficient, it’s easy.”
Mary Burruel
Credit Union Efficiencies Manager
“Texting has been a great asset during this time when we have employees working from home. The members have been very responsive and feel safe sharing information because of the verification feature.”
Donna Berringer
President
“The efficiency is just phenomenal. Now it takes 10 seconds to analyze and look at a message rather than getting the call, listening to the voicemail, calling back, and possibly getting another voicemail if they’re sleeping.”
Tiffany Stephens
Talent Acquisition and Employee Relations Manager
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“With Eltropy, we were able to offer our members convenience and access to be able to do banking when they want to do their banking, not when we want them to do their banking.”
Carmen Sanchez
VP of Virtual Delivery
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“We saw a significant drop in routine calls, allowing our associates to focus on deeper, more meaningful conversations with members instead of handling basic self-service inquiries.”
Brandy Roy
VP of Information Technology
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“It’s really been a lifeline for our branches, especially during Covid when it was a struggle to keep branches open. Since then we’ve even found that more and more members prefer doing business with us this way!”
Jeremy Deamer
Branch Technology & Innovation Manager
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“The product is truly amazing. The ease of connecting with members, sharing screens and documents during conversations, and guiding them through website difficulties with screen sharing has been a game changer. “
Iwona Leatherberry
Digital Banking Manager
“If a customer lives out of the area or says that they have trouble getting into the branch, it’s no problem. We refer them in a minute to the video channel, where we can assist customers from all segments, be it a deposit, something loan-related, or whatever they need. Customers can get personalized service from their trusted banker, and they can do it from anywhere, even in the UK or Europe.”
Donna Driscoll
VP Branch Administration
“It seemed so simple and intuitive to use! All the steps made sense. We had an easy time envisioning how it would integrate with our other platforms and improve our member service experience.”
Iwona Leatherberry
Digital Banking Manager
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“From day one, Eltropy’s leadership team actively listened to our specific requests, demonstrating their remarkable receptiveness and adaptability. They seamlessly accommodated all our needs, allowing us to test functionalities in a demo environment and promptly addressing our questions.”
Iwona Leatherberry
Digital Banking Manager
“It really helps just to be there for our members in a different way, just based on the fact that evolution is happening every day. Texting is just becoming more of the language that we use. So just being able to offer that to someone, whether they’re looking for a mortgage, car loan, or just wanting to know what their balance is – we can offer that to them.”
Colin Poe
Business Development Manager
“The biggest thing for the members is that we’re using a channel that they like. In this new generation, everything is with the smartphone. It’s so much easier for them to respond with a text message than with a phone call. We’re not looking back, we’re looking forward with Eltropy.“
Robert Hein
Member Solutions Manager
“Video Banking has taken digital services to the next level. What we do with Eltropy’s video solution is offer a full branch experience to our members.”
Sarah Kuesel
Director
“I was able to Text this member and get through the application two mornings in a row between 6:30 and 8:00 a.m., and get him approved. He came in at 8:05 that second day and signed the paperwork. That was the moment for our entire credit union—it really was: Yeah, this is worth it.”
Colin Poe
Business Development Manager
“The Friday text reminder is where we see the most payments. Members often tell us it’s convenient for them to get the reminder right before the weekend.”
Cynthia Moreno
Collections Officer
“It was like walking up to a window, but I didnʼt leave my home! Perfect to allow me to keep banking with Clearview since I moved out of the state.”
Lynn
Clearview Live® User
“We’ve texted thousands of members — maybe two or three have opted out on the lending piece. I love seeing the amount of contacts that are enhanced and improved since we’ve started with Eltropy.”
VP of Lending
VP of Lending
“We scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”
Lilly Megias
COO
“You can tell Eltropy cares about us, and they really are all about listening to us. When there’s something in the system that maybe doesn’t fit our needs, they’ll try to understand the why behind it and actually do something about it.”
Melissa Wrycha
Chief Experience Officer
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done.
Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“The integration between Eltropy and Origence has been a game changer for the communication process between SunWest CU and our valued members. Having utilized both platforms independently prior to this integration, I can attest to the exceptional quality they bring to the table. This seamless integration now offers enhanced efficiency and a unified approach, aligning with our strategic objectives.”
Joshua Sanchez
Lending Director
“In early ’22, we implemented Eltropy to really enhance communication between members and our staff, especially for collecting documents. Once we saw the pain point – members struggling to hear from us, and us struggling to hear from them – switching to Eltropy made all of that go away.”
Sean Manion
VP of Lending
“Within three months of implementing Eltropy, we saw a huge drop in delinquencies. When I saw the numbers, I almost couldn’t believe it. It was mind-blowing – We knew we made the right choice.”
Katie Bendyk
Director of eServices & Payment Solutions
“From a product standpoint, I really believe in Eltropy products and they are effective. They have that ‘it factor’ that many other organizations strive for but haven’t quite been able to put their thumb on it.”
Eryka Ragsdale
VP of Member Services
“The way MeridianLink and Eltropy work together has been remarkable. We’re seeing loan officers close deals faster because they can text right from within the loan file. When a member needs to submit additional documentation or sign something, our team can send a quick text and often get a response within minutes rather than days. The efficiency gains have been incredible.”
Tony Sanches
VP of Lending
“The Eltropy platform itself has really helped us have that next level of communication with our members. Having the speed and the ability to have a quick conversation with our members takes our operations to the next level.”
Ken Barr
Director of Marketing
“Everybody knows how to use their cell phone. Having the ability to text someone and offer assistance has been a game changer. We can send them a link to our loan extension request via Text to get the conversation flowing.”
Leticia Amado
VP of Collections
“People rely on Text Messages for instant connectivity. Embracing Eltropy was a natural progression for us as a credit union, allowing us to advance confidently on our technology journey.”
Ken Barr
Director of Marketing
“On a scale of 1-10, the competitors we saw might’ve been a 5, and Eltropy was a 10+. For us, it was so easy to use, we just turned it on and were off and running”.
Pete VanGraafeiland
Chief Member Experience Officer
“Time is one of our most precious resources, and this tool will allow our customers to manage and use their time more effectively. They can now hop on a call and resolve their banking needs in just a few minutes.”
Donna Driscoll
VP Branch Administration
“The very first thing we do once a loan is approved is send them a congratulations text. We also send over an email, but what we’ve found is overwhelmingly, people respond back via text.”
Pete VanGraafeiland
Chief Member Experience Officer
“Bringing in Video Banking has proven immensely successful in not only reducing wait times at our busiest branches but also efficiently addressing staffing needs at our remote locations.”
Jeremy Deamer
Branch Technology & Innovation Manager
“The generative AI solution from Eltropy gives our employees information right at their fingertips. It helps us achieve first call resolution more often because our contact center staff don’t have to chase down info or follow up repeatedly with members.”
Brad Shafton
SVP, IT & Digital
“Everybody knows how to use their cell phone. Having the ability to text someone and offer assistance has been a game changer. We can send them a link to our loan extension request via Text to get the conversation flowing.”
Leticia Amado
VP of Collections
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“The adoption by the members has been quick and successful as we immediately started getting text messages on a variety of issues, including inquiries about obtaining a loan.”
Jason Ford
President/CEO
“Text communication or meeting a member on their most comfortable channel of communication is key to a successful lending relationship. We are completing some loan applications in as little as 10 minutes. Nobody can hold a candle to what Eltropy has.”
Kristen Shambro
AVP of Operations
“It has actually cut down quite a bit of lag time in between the members waiting for their documents and wondering where they sent it and when it is happening.”
Stephanie Dulaney
Director of Loan Operations
“Our lead generation for loans is stronger than it’s ever been before. We process 1200 more digital leads per month ever since. In fact, we’ve had to expand and build out two teams to meet the increasing demand.”
Robert Blake
VP of Digital Marketing
“We were inundated with loan applications…we weren’t making contact with approved applicants for 30 days. Now were able to get to those applications far more efficiently with Eltropy’s auto reminders.”
Mary Burruel
Credit Union Efficiencies Manager
“Having the speed or the ability to have a quick conversation with our members really takes our operations to the next level. Most of us are not waiting around for email. Texts are what people are checking. It was really the next evolution for us as a credit union to move forward with our technology journey.”
Ken Barr
Director of Marketing
“MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple.”
Kimberley Davis
Director of Sales and Service
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“If a customer lives out of the area or says that they have trouble getting into the branch, it’s no problem. We refer them in a minute to the video channel, where we can assist customers from all segments, be it a deposit, something loan-related, or whatever they need. Customers can get personalized service from their trusted banker, and they can do it from anywhere, even in the UK or Europe.”
Donna Driscoll
VP Branch Administration
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“It really helps just to be there for our members in a different way, just based on the fact that evolution is happening every day. Texting is just becoming more of the language that we use. So just being able to offer that to someone, whether they’re looking for a mortgage, car loan, or just wanting to know what their balance is – we can offer that to them.”
Colin Poe
Business Development Manager
“I was able to Text this member and get through the application two mornings in a row between 6:30 and 8:00 a.m., and get him approved. He came in at 8:05 that second day and signed the paperwork. That was the moment for our entire credit union—it really was: Yeah, this is worth it.”
Colin Poe
Business Development Manager
“We’ve texted thousands of members — maybe two or three have opted out on the lending piece. I love seeing the amount of contacts that are enhanced and improved since we’ve started with Eltropy.”
VP of Lending
VP of Lending
“I can’t tell you how many times I had staff come up to me saying, ‘Oh, my God, you made my life so much easier, and now I can multitask and contact various members all throughout the day.’ That was my aha moment – Eltropy’s One Platform is truly paying off for us.”
Sean Manion
VP of Lending
“The integration between Eltropy and Origence has been a game changer for the communication process between SunWest CU and our valued members. Having utilized both platforms independently prior to this integration, I can attest to the exceptional quality they bring to the table. This seamless integration now offers enhanced efficiency and a unified approach, aligning with our strategic objectives.”
Joshua Sanchez
Lending Director
“In early ’22, we implemented Eltropy to really enhance communication between members and our staff, especially for collecting documents. Once we saw the pain point – members struggling to hear from us, and us struggling to hear from them – switching to Eltropy made all of that go away.”
Sean Manion
VP of Lending
“The way MeridianLink and Eltropy work together has been remarkable. We’re seeing loan officers close deals faster because they can text right from within the loan file. When a member needs to submit additional documentation or sign something, our team can send a quick text and often get a response within minutes rather than days. The efficiency gains have been incredible.”
Tony Sanches
VP of Lending
“The Eltropy platform itself has really helped us have that next level of communication with our members. Having the speed and the ability to have a quick conversation with our members takes our operations to the next level.”
Ken Barr
Director of Marketing
“People rely on Text Messages for instant connectivity. Embracing Eltropy was a natural progression for us as a credit union, allowing us to advance confidently on our technology journey.”
Ken Barr
Director of Marketing
“On a scale of 1-10, the competitors we saw might’ve been a 5, and Eltropy was a 10+. For us, it was so easy to use, we just turned it on and were off and running”.
Pete VanGraafeiland
Chief Member Experience Officer
“The very first thing we do once a loan is approved is send them a congratulations text. We also send over an email, but what we’ve found is overwhelmingly, people respond back via text.”
Pete VanGraafeiland
Chief Member Experience Officer
“We’ve done a great job of keeping our delinquency rate low, but without the ability to text our members, that number would’ve gone up.”
Sean Manion
VP of Lending
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“We wanted to communicate better with our members. We saw an opportunity with Eltropy to do that in a way that was flexible.”
Matthew Schenk
VP of Enterprise Architecture
“People who never responded before are responding now. It’s like we’ve suddenly started speaking their language, and they’re actually listening. It’s amazing. In my 20 years in the credit union industry, this is the most game-changing innovation I’ve seen.”
Art Sookazian
VP of Collections and Risk Management
“As soon as we started using Text with Eltropy, we saw an immediate difference in our response rates. We have such high volumes of collections, and the bottom line is that people are more likely to respond to Text.”
Leticia Amado
VP of Collections
“Texting as a method of communication has been very effective not only in the late-stage collection but also reaching some of our members in the earlier stages of collections. We are very satisfied with this process.”
Bert Jones
Collections Manager
“Using Eltropy texting for our Collections and Recovery departments, we’re collecting way more than ever before. By sending delinquent payment reminders with secure payment links, we had a record-breaking collections year in 2021, collecting $48.3 million and recovering $9.9 million in principal from charged-off loans, and we continue to see these positive results year after year.”
Lisa Weinstein
VP of Member Relationship Product Management
“Our members who would never pick up our collection’s calls opened up their hearts on Text. I continue to be blown away with how effective Text Messaging is for loss mitigation.”
Shawn Spratte
SVP of Loss Mitigation and Communication Center
“Some collectors don’t like change. But as soon as they started using it, they realized how helpful Texting can be. It’s an easier way to communicate. And the collectors are happy that they can actually make contact with people.”
Leticia Amado
VP of Collections
“Eltropy has been a great partner in helping us come up with solutions. The entire Eltropy team was vested in making sure we were successful. I think that’s also the benefit of working with smaller firms who are engaged and really believers in their solution and what they’re selling. The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done. Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple.”
Kimberley Davis
Director of Sales and Service
“Introducing the Eltropy system to our E-Services team who do all our online account opening, collections team, and now our contact center, has really helped our operations. Texting is the way people communicate in today’s world. It’s fast, it’s efficient, it’s easy.”
Mary Burruel
Credit Union Efficiencies Manager
“The Friday text reminder is where we see the most payments. Members often tell us it’s convenient for them to get the reminder right before the weekend.”
Cynthia Moreno
Collections Officer
“We scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”
Lilly Megias
COO
“The moment we sent out the first campaign, we started taking payments right away. It was just amazing. The receptivity from the member base was automatic. It’s not embarrassing… [members] just click here, they execute the transaction, 1-2-3, and it’s done.
Our collections manager has been amazed. When you see the numbers out of the gate in the first month, you realize how much of a difference it makes. Eltropy allows us to handle the low-hanging fruit while our team focuses on more complex transactions.”
Anthony Mero
CEO
“Within three months of implementing Eltropy, we saw a huge drop in delinquencies. When I saw the numbers, I almost couldn’t believe it. It was mind-blowing – We knew we made the right choice.”
Katie Bendyk
Director of eServices & Payment Solutions
“Everybody knows how to use their cell phone. Having the ability to text someone and offer assistance has been a game changer. We can send them a link to our loan extension request via Text to get the conversation flowing.”
Leticia Amado
VP of Collections
“The way MeridianLink and Eltropy work together has been remarkable. We’re seeing loan officers close deals faster because they can text right from within the loan file. When a member needs to submit additional documentation or sign something, our team can send a quick text and often get a response within minutes rather than days. The efficiency gains have been incredible.”
Tony Sanches
VP of Lending
“Being able to use the system in the same way across departments—whether it’s lending, collections, or the contact center—has been a game changer. Everybody absolutely loves the system. It’s very intuitive and easy to use.”
Nik Dokic
Business Analyst/Project Manager
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“From a product standpoint, I really believe in Eltropy products and they are effective. They have that ‘it factor’ that many other organizations strive for but haven’t quite been able to put their thumb on it.”
Eryka Ragsdale
VP of Member Services
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“The integration between Eltropy and Origence has been a game changer for the communication process between SunWest CU and our valued members. Having utilized both platforms independently prior to this integration, I can attest to the exceptional quality they bring to the table. This seamless integration now offers enhanced efficiency and a unified approach, aligning with our strategic objectives.”
Joshua Sanchez
Lending Director
“The biggest thing for the members is that we’re using a channel that they like. In this new generation, everything is with the smartphone. It’s so much easier for them to respond with a text message than with a phone call. We’re not looking back, we’re looking forward with Eltropy.“
Robert Hein
Member Solutions Manager
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“What Eltropy is doing with its Unified Conversations Platform will only magnify and highlight all the other technology enhancements that we’re currently making for our members across all departments of the organization. In the end, we’re improving our financial and communications technology to help our employees first, so they can in turn help our members have a better banking experience.”
Carter Pope
CEO
“Text communication or meeting a member on their most comfortable channel of communication is key to a successful lending relationship. We are completing some loan applications in as little as 10 minutes. Nobody can hold a candle to what Eltropy has.”
Kristen Shambro
AVP of Operations
“Pandemic or not, 70% of our members said they plan to never come back to a branch for their banking needs. Eltropy helped us digitally connect members with branch, lending, collection, and contact center associates using one singular solution across all channels. We evaluated many of the top vendors in this market, and only Eltropy could deliver what we were looking to provide.”
Kent Lugrand
President and CEO
“Eltropy is a great partnership for Sharetec because it allows our Credit Unions the power to connect with their members and stay competitive in a world where quick service is so important. This platform is easy to use and comes with so many benefits: workflows, automations, compliance and security all in one.”
Carrie Heck
Senior Account Executive
“We saw roughly a 20% decrease in calls almost right out of the gate, and by the time we got Ruth into digital banking, it was significant.”
Jill Schaffler
SVP of Enterprise Applications
“Introducing the Eltropy system to our E-Services team who do all our online account opening, collections team, and now our contact center, has really helped our operations. Texting is the way people communicate in today’s world. It’s fast, it’s efficient, it’s easy.”
Mary Burruel
Credit Union Efficiencies Manager
“We saw a significant drop in routine calls, allowing our associates to focus on deeper, more meaningful conversations with members instead of handling basic self-service inquiries.”
Brandy Roy
VP of Information Technology
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“From a product standpoint, I really believe in Eltropy products and they are effective. They have that ‘it factor’ that many other organizations strive for but haven’t quite been able to put their thumb on it.”
Eryka Ragsdale
VP of Member Services
“I work with about almost 20 different vendors across the credit union. Working with Eltropy has been in my top three – the whole time from the implementation to now and the after-hours support. So, if any other CFI is looking into implementing any kind of a texting solution, that’s the vendor.”
Nik Dokic
Business Analyst/Project Manager
“Time is one of our most precious resources, and this tool will allow our customers to manage and use their time more effectively. They can now hop on a call and resolve their banking needs in just a few minutes.”
Donna Driscoll
VP Branch Administration
“The generative AI solution from Eltropy gives our employees information right at their fingertips. It helps us achieve first call resolution more often because our contact center staff don’t have to chase down info or follow up repeatedly with members.”
Brad Shafton
SVP, IT & Digital
“Being on the Eltropy platform makes my heart happy. We sleep well at night knowing our agents are using secure text.”
Jeff Sanders
VP of IT
“Through our video banking team, we run about 2000 to 3000 video calls per month. We are constantly on calls with engaging with our members from where they need to be.”
Chasmine McIntosh
VP of Digital Banking
“Introducing the Eltropy system to our E-Services team who do all our online account opening, collections team, and now our contact center, has really helped our operations. Texting is the way people communicate in today’s world. It’s fast, it’s efficient, it’s easy.”
Mary Burruel
Credit Union Efficiencies Manager
“With Eltropy, we’ve discovered just how much our credit union can do. We’ve found services we didn’t even know we had, and we’re training our teams to do new things. It’s really expanding what we can offer our members.”
Joshua Paredes
VP of Member Experience
“With Eltropy, we were able to offer our members convenience and access to be able to do banking when they want to do their banking, not when we want them to do their banking.”
Carmen Sanchez
VP of Virtual Delivery
“After using Eltropy Texting for five years, we’ve been slowly turning on each of the features over the past year. 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 just recently. So far it’s been fantastic.”
Melissa Wrycha
Chief Experience Officer
“It was like walking up to a window, but I didnʼt leave my home! Perfect to allow me to keep banking with Clearview since I moved out of the state.”
Lynn
Clearview Live® User
“If a customer lives out of the area or says that they have trouble getting into the branch, it’s no problem. We refer them in a minute to the video channel, where we can assist customers from all segments, be it a deposit, something loan-related, or whatever they need. Customers can get personalized service from their trusted banker, and they can do it from anywhere, even in the UK or Europe.”
Donna Driscoll
VP Branch Administration
“You can tell Eltropy cares about us, and they really are all about listening to us. When there’s something in the system that maybe doesn’t fit our needs, they’ll try to understand the why behind it and actually do something about it.”
Melissa Wrycha
Chief Experience Officer
“Bringing in Video Banking has proven immensely successful in not only reducing wait times at our busiest branches but also efficiently addressing staffing needs at our remote locations.”
Jeremy Deamer
Branch Technology & Innovation Manager
“It’s really been a lifeline for our branches, especially during Covid when it was a struggle to keep branches open. Since then we’ve even found that more and more members prefer doing business with us this way!”
Jeremy Deamer
Branch Technology & Innovation Manager
“If you can dream it, Eltropy can probably make it. The amazing thing with the Eltropy team is there has not been one thing that we’ve thought up or had an idea of where they have said, “No, we can’t do it”. It’s always been, “oh, we’ve already thought of that” 90% of the time, and the 10% that it hasn’t been, “it’s that’s a great idea. We’ll start talking about that internally and see when we can push that into production and make it tangible.”
Eryka Ragsdale
VP of Member Services
“We now have more channels to communicate with our members. Texting has been effective from a collections perspective when reaching out to contact members. We’re also rolling out texting for our lending and branch teams, which will support loan closings and account openings. Members now text us instead of waiting on hold, and we’ve seen an increase in automation and self-serve options.”
Eryka Ragsdale
VP of Member Services
“From a product standpoint, I really believe in Eltropy products and they are effective. They have that ‘it factor’ that many other organizations strive for but haven’t quite been able to put their thumb on it.”
Eryka Ragsdale
VP of Member Services
“The product is truly amazing. The ease of connecting with members, sharing screens and documents during conversations, and guiding them through website difficulties with screen sharing has been a game changer. “
Iwona Leatherberry
Digital Banking Manager
“It seemed so simple and intuitive to use! All the steps made sense. We had an easy time envisioning how it would integrate with our other platforms and improve our member service experience.”
Iwona Leatherberry
Digital Banking Manager
“From day one, Eltropy’s leadership team actively listened to our specific requests, demonstrating their remarkable receptiveness and adaptability. They seamlessly accommodated all our needs, allowing us to test functionalities in a demo environment and promptly addressing our questions.”
Iwona Leatherberry
Digital Banking Manager
“Video Banking has taken digital services to the next level. What we do with Eltropy’s video solution is offer a full branch experience to our members.”
Sarah Kuesel
Director
“In one year on the Eltropy platform, Video Banking became our top channel for account and loan originations. Since we require non-branch wires to be verified over Video Banking, our number of incidents of fraudsters impersonating our members has decreased to zero.”
Ron Winter
CTO
“Texting has been a great asset during this time when we have employees working from home. The members have been very responsive and feel safe sharing information because of the verification feature.”
Donna Berringer
President
“The efficiency is just phenomenal. Now it takes 10 seconds to analyze and look at a message rather than getting the call, listening to the voicemail, calling back, and possibly getting another voicemail if they’re sleeping.”
Tiffany Stephens
Talent Acquisition and Employee Relations Manager
“Having the speed or the ability to have a quick conversation with our members really takes our operations to the next level. Most of us are not waiting around for email. Texts are what people are checking. It was really the next evolution for us as a credit union to move forward with our technology journey.”
Ken Barr
Director of Marketing
“Eltropy is a great partnership for Sharetec because it allows our Credit Unions the power to connect with their members and stay competitive in a world where quick service is so important. This platform is easy to use and comes with so many benefits: workflows, automations, compliance and security all in one.”
Carrie Heck
Senior Account Executive
“MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple.”
Kimberley Davis
Director of Sales and Service
“The way MeridianLink and Eltropy work together has been remarkable. We’re seeing loan officers close deals faster because they can text right from within the loan file. When a member needs to submit additional documentation or sign something, our team can send a quick text and often get a response within minutes rather than days. The efficiency gains have been incredible.”
Tony Sanches
VP of Lending
“What I like best about Eltropy is the CSM support. Whenever I have a question or get stuck, or even when I have a new idea for how to use the system, I can reach out and get a response within an hour. If we can’t resolve something over text, we just jump on a quick Zoom call. Any issues we’ve had have been resolved the same day. It’s been the best integration we’ve had with any of our vendors.”
Nik Dokic
Business Analyst/Project Manager
“With Eltropy, we’re not just giving our members more ways to reach us—we’re streamlining our entire workflow. The integrations with our other tools have made everything smoother for our team, and for our members, tasks that once took time and effort can now be done in seconds, all at their fingertips.”
Eryka Ragsdale
VP of Member Services
“The integration between Eltropy and Origence has been a game changer for the communication process between SunWest CU and our valued members. Having utilized both platforms independently prior to this integration, I can attest to the exceptional quality they bring to the table. This seamless integration now offers enhanced efficiency and a unified approach, aligning with our strategic objectives.”
Joshua Sanchez
Director of Lending
“It seemed so simple and intuitive to use! All the steps made sense. We had an easy time envisioning how it would integrate with our other platforms and improve our member service experience.”
Iwona Leatherberry
Digital Banking Manager
“We chose Eltropy based on the fact that they were a partner with our core, Sharetec. Just because we wanted to be able to reach our members another way, rather than just over the phone or through Email.”
Colin Poe
Business Development Manager
“One of the biggest reasons we chose Eltropy was their robust integrations. As we prepared for a core conversion, Eltropy was already ready to support us, which opened up countless possibilities to increase efficiency and improve member interactions across the entire organization.”
