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.
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
Powering Record Growth
Giving Every Lobby Visit a VIP Upgrade
Turning Smiles into Stars
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.
of Conversations
your systems
and departments
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
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.