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.  

“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

“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

“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

“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 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

“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

“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

“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

“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 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

“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 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

“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 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

“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

“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

“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

“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

“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

“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 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 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

“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

“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

“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

“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

“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

“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 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

“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 scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”

Lilly Megias

COO

“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 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 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

“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

“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

“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 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

“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

“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

“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

“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

“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

“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

“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

“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 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

“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

“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

“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

“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

“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

“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

“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 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

“We scaled our outreach as delinquencies increased, without having to add new staff. That’s been crucial to keeping us efficient.”

Lilly Megias

COO

“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 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

“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

“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

“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

“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

“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 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

“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 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

“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

“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

“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

“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

“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

“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

“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

“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

“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 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

“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

“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

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Claim Your AI Certificate!

Powering Your Workforce
Internal AI Assistants & Intelligence

Web to Wow
Designing Member-Facing AI Agents

Powering Your Workforce
Internal AI Assistants & Intelligence

📅 Date: April 25, 2025
Time: 10:00 AM – 11:00 AM 

Take your AI skills to the next level by turning the focus inward. Discover how internal AI assistants can empower your teams with real-time answers, content generation, and knowledge support. 

Why You Can’t Miss This Session?

Firsthand look at how Eltropy’s AI Intelligence tools can automate quality assurance and provide compliance-ready evaluations across all member interactions.

TL;DR: Build AI Assistants for employees and AI-based QA tools for supervisors and management.

Session Breakdown:

    • Optimizing Internal AI Strategy Tools, Use cases, and Eltropy’s roadmap for credit unions – Saahil Kamath
    • Hands-On: Configure Your Internal AI Toolkit – Dheeraj Anikar & Anay Deshpande
    • Safe & Smart: Pitfalls to Avoid: Guardrails and governance for internal AI use Rahul B Prakash
    • Q&A + Certification Wrap-Up!

Takeaways:

✅ AI Certification (yes, a real certificate!)
🎥 Training Video Access
📘 Safe AI eBook
🎁 Exclusive AI Offers (yup, still a surprise!)

Web to Wow
Designing Member-Facing AI Agents

📅 Date: April 22, 2025
Time: 4:00 PM – 5:00 PM 

Begin your AI journey by exploring how Generative AI can transform member engagement. Learn how to build smart, self-updating external AI agents that can ingest your website content and respond to member inquiries across channels like Online Banking and Telephony. 

Why You Can’t Miss This Session?

You’ll get hands-on with Agentic AI, Retrieval-Augmented Generation (RAG), and prompt engineering—then bring it to life in our interactive BYOB (Build Your Own Bot… with a twist!) session.

TL;DR: Build AI Agents for Website, Online Banking, and Telephony.

Session Breakdown:

  • The AI Landscape Today: What is Generative AI, LLMs, Agentic AI, and RAG?
    Saahil Kamath
  • Hands-On: Build Your Member-Facing Bot
    Dheeraj Anikar & Anay Deshpande
  • Responsible AI in Action: Avoiding pitfalls, hallucinations, and unsafe practices
    Rahul B Prakash
  • Q&A + What’s Next? 

Takeaways:

✅ AI Certification (yes, a real certificate!)
🎥 Training Video Access
📘 Safe AI eBook
🎁 Exclusive AI Offers (psst… it’s a surprise!)

Giants Game – Giants vs. Brewers at Oracle Park

Sunset Cruise on the Bay – A Breathtaking Evening on the Water

Secret Food Tour – San Francisco’s Hidden Culinary Gems

Skyline Soirée: Emerge 2025 Opening Night at Cavaña"

Giants Game – Giants vs. Brewers at Oracle Park

📅 Date: April 23, 2025
Time: 6:45 PM – 10:00 PM 
📍 Location: Oracle Park, 24 Willie Mays Plaza, San Francisco, CA 94107

Baseball, Bay views, and ballpark bites – what more could you ask for? Experience San Francisco sports culture at its finest as the Giants take on the Milwaukee Brewers in one of MLB’s most iconic stadiums.

Why You Can’t Miss This:

⚾ Premium group seating with the best views
🌭 Classic stadium eats – garlic fries, anyone?
🎉 Unforgettable game-day energy with fellow attendees

Grab a drink, cheer for the home team, and make unforgettable memories under the stadium lights!

Bollywood Rodeo: Where East Meets West

📅 Date: April 24, 2025
Time: 6:00 PM Onwards
📍 Location: Pacific Terrace, InterContinental San Francisco Rooftop

🔥 It’s time for the ultimate Bollywood Cowboy Bash! 🤠✨

  • Stroll through the streets of an Indian bazaar, shop handcrafted gifts, get a stunning henna tattoo, snap Insta-worthy pics at our immersive photo booth, and much more.
  • Savor bold Indian spices fused with Western comfort food, paired with signature Bollywood & cowboy-inspired cocktails.
  • Groove to a high-energy Bollywood performance, a celebrity DJ spinning the hottest Bollywood, EDM & country beats, and a dance floor that won’t stop until you drop!
  • Arrive early for an exclusive speed networking session before the festivities take over! 

Don’t Miss The Grand Finale Of Emerge 2025!

Bringing a spouse or guest? – Sign them up here!

Skyline Soirée: Emerge 2025 Opening Night at Cavaña

📅 Date: April 22, 2025
Time: 6:00 PM – 9:00 PM 
📍 Location: Cavaña Rooftop, 100 Channel Street 17th Floor, San Francisco

Kick off Emerge 2025 in style!

Join us for an unforgettable Opening Night Reception at Cavaña Rooftop – one of San Francisco’s most breathtaking venues. Enjoy panoramic views of the Bay, handcrafted cocktails, and an electric atmosphere as you connect with industry leaders, innovators, and fellow attendees before the conference begins.

Why You Can’t Miss This Event:

Spectacular rooftop views of the SF skyline & Bay Bridge
🍹 Crafted cocktails & gourmet bites to elevate your evening
🎶 Music & networking in an upscale, relaxed setting
🤝 Exclusive access to top industry professionals & thought leaders

Co-sponsored by Origence, this evening promises the perfect blend of inspiration, connection, and celebration — setting the stage for an incredible conference ahead.

Register Now and get ready for an evening of innovation, conversation, and stunning views!

Sunset Cruise on the Bay – A Breathtaking Evening on the Water

📅 Date: April 23, 2025
Time: 6:00 PM – 8:30 PM 
📍 Departure:  43 1/2 , Fisherman’s Wharf, San Francisco, CA 94133

Set sail on a private yacht and experience San Francisco’s skyline like never before. This exclusive Sunset Cruise on the Bay offers a front-row seat to the city’s most breathtaking sights, complete with craft cocktails and great company.

What Awaits You:

🌉 Breathtaking views of the Golden Gate Bridge, Alcatraz, and SF skyline


Feel the ocean breeze, sip on a crafted cocktail, and raise a toast to new connections as you experience San Francisco at its most magical.

Secret Food Tour – San Francisco’s Hidden Culinary Gems

📅 Date: April 23, 2025
Time: Group 1 5:30 PM & Group 2 6:00 PM 
📍 Location: 1268 Valencia Street, Group 1 no later than 5:20 PM, Group 2 no later than 5:50 PM

Indulge in an exclusive Secret Food Tour through San Francisco’s best-kept culinary secrets. From legendary sourdough bread to underground speakeasies and authentic dim sum, this tour will introduce you to flavors that define the city.

✔ Taste your way through historic neighborhoods
✔ Discover family-owned eateries and hidden food spots
✔ Sip on local wines & craft cocktails

Get ready to eat like a local while networking with fellow attendees in an unforgettable, immersive setting.

Let's Talk