BRANCH OPERATIONS SOLUTION

One Branch Experience, Everywhere

Your branch is your competitive advantage, when the experience lives up to it. One platform for high-touch service whether consumers book ahead, walk in, or connect virtually. Every visit is worth coming back for.

ELTROPY AGENTIC AI

Eltropy Is The Industry's First Agentic AI Platform

AI that doesn’t just answer consumer questions. It acts, executes, and resolves, turning every conversation into a completed outcome across Credit Union and Community Bank operations.

MEASURABLE IMPACT

Don’t Take Our Word For It

More appointments booked in three months
10 %
Boost in walk-in handling efficiency
+ 10 %
Overall Google rating powered by Eltropy Text Messaging
0 ★

WHAT IS IT

Every Branch Touchpoint, Connected

Eltropy connects every step, from first booking to post-visit review, so your team shows up prepared, consumers feel taken care of, and your reputation reflects the service you deliver.

Appointment

Booked, Confirmed, and Ready

Consumers book in-branch, by video, or by phone; any channel, 24/7. Text reminders cut no-shows, and skill-based routing has the right expert ready before they arrive.

Virtual Appointment

Full-Service Banking, No Branch Visit Required

The face-to-face branch experience, from any device, anywhere; loans closed, accounts opened, notaries joined. One specialist team serves every location, no new headcount or branches.

Explore Video Banking →

Every Step, Handled

Consumers check in by phone, kiosk, or QR code, with real-time queue alerts to keep them informed. When the right specialist is in another branch, video rooms and the Kiosk App bridge the gap; browser-free on dedicated devices.

Staff Prepared Before and Informed During, Always

Branch staff see who’s arriving and what they need before the conversation starts. When “let me check on that” comes up, the AI Assistant pulls the right answer from your policies and procedures in seconds. No delay, no wrong answer, nothing to escalate.

Every Great Experience Becomes a Review Someone Else Will See

Text review requests go out at peak satisfaction; every response captured, every branch’s reputation in one dashboard. Consumers who’d never have reviewed now do.

A GLIMPSE

What Institutions Like Yours Are Saying

Video Banking

Powering Record Growth

“It's really been a life line for our branches. The solution has been particularly powerful for expansion – when we opened a location in San Bernardino through a merger, we installed a kiosk and never needed traditional branch staff. All lending, teller transactions, and new account openings are handled seamlessly through video banking.”
Jeremy Deamer
Branch Technology & Innovation Manager, America First Credit Union
Member service representative
Lobby Management

Giving Every Lobby Visit a VIP Upgrade

“We're building our headquarters operations around Lobby Management. It's now a core part of how we serve members.”
Joshua Paredes
VP of Member Experience, ACFCU
AI voice agent
Reputation Management

Turning Smiles into Stars

“It's remarkable how the influx of 5-star ratings has elevated our overall reputation in just one month.”
Carli Wright
Digital Marketing Strategist, Hughes Federal Credit Union
Member using mobile banking

OUTCOMES

Results That Matter

01

A Branch Experience Consumers Actually Look Forward To

Book ahead, skip the wait, and connect with someone who already knows them; every interaction feels effortless, in branch or virtually.

02

More Productive Hours, Without More Headcount

Smart scheduling, virtual check-in, and pre-loaded context mean your team spends more time helping and less time coordinating.

03

The Reputation Your Branches Deserve, Where It Shows

Capturing satisfaction at the right moment turns everyday great service into the reviews and scores that make you the obvious choice in your market.

04

Serve Consumers Everywhere You're Not

Video Banking removes the drive-to-a-branch ceiling; consumers anywhere get face-to-face service, loans closed, accounts opened.

USE CASES

Every Branch Scenario, Covered

Real workflows your branch team handles every day running smoother, more consistently, and with far less friction.

Discover all branch ops use cases →

Eltropy rotating selector

Why Eltropy + AI

AI is only as strong as
the system behind it.

Anyone can build agents. Very few have the data, context, and trust to make them work. Eltropy already operates at the center of your institution, handling conversations, integrating systems, and managing workflows.

Powering millions
of Conversations
Integrated across
your systems
Serving all teams
and departments
Leading Human x AI Conversations
And we’re leading the shift to Human × AI, defining how people and AI work together in real financial institutions, not in isolation.

Deep Integrations

Connected to the Systems You Already Rely on

50+ Integrations, One Platform.

Works with your core, LOS, and calendar systems. Consumer data loads automatically, LOS milestones trigger review requests, and appointments sync to Outlook and Google Calendar. No rip-and-replace.

Connected to your entire stack

− Core
+ LOS
+ Digital Banking
+ Contact Center
+ Collections
+ and More
Symitar Corelation Fiserv DNA FIS Finastra Sharetec CUProdigy Fiserv.Portico Jack Henry
Origence Fiserv.LoanConcierge MeridianLink Consumer Temenos LOS Encompass MeridianLink.Portal WithClutch Sync1 Systems
Alkami Candescent Visifi Q2 Lumin Digital CUAnswers APITURE Access Softek Mahalo Banking
NICE Genesys Storm 8x8 Five9
Temenos.Collections Akuvo MeridianLink Collect

50+

Pre-built integrations

All Major

Core systems supported

Open APIs

Connect anything else

KIOSK APP

The Eltropy Kiosk App Built for In-Branch Video

A lightweight application that powers your in-branch video room without a browser. Stable camera and microphone access, full kiosk mode for consumer-facing devices, and centralized MSI deployment for IT teams managing multiple locations.

Explore Kiosk App →

THE NEXT ERA OF COMMUNITY BANKING

Make Every Branch Visit Worth Talking About

750+ Credit Unions and Community Banks trust Eltropy to turn AI innovation into real outcomes. See what’s possible for yours.

Get Started Today

Events & Webinars

Meet Us In Person

Connect at Live Events

Connect with Credit Unions and Community Banks across North America and see what’s possible on one Agentic AI platform.

Find Your Event →

Live & On-Demand Webinars

Broaden your knowledge by registering for live and on demand Eltropy webinars.

Webinars →

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Enhanced PDF Viewing and Smarter Dictation in AI Assistants

October  2025

AI Assistants now offer a better user experience with scrollable PDF viewing (no more page-by-page clicking), expanded AI notes that display in one screen, language translation labels showing the original language at a glance, and smarter dictation that appends input instead of replacing existing text.

These updates make daily workflows smoother, more intuitive, and more efficient for staff relying on AI-powered support.

Zendesk link here

Eltropy AI Certification

Texting Strategy Playbook for
Credit Union Leaders

Eltropy Networking Dinner
at Temenos Regional Forum 2025

THURSDAY, 29 MAY 2025

Eltropy Networking Dinner
at Temenos Regional Forum 2025

WEDNESDAY, 28 MAY 2025

Claim Your AI Certificate!

Let's Talk