Turn Every Device Into A
Full-Service Branch With Video Banking
Now Fully Embedded in Eltropy Unified Conversations Platform
Eltropy Video Banking is a strategic force multiplier that empowers credit unions and community banks to deliver faster, smarter, and deeply personalized service, anywhere, at scale.
Measurable impact
Trust the ROI
Eltropy transforms consumer interactions into seamless, proactive, personalized experiences
via a unified conversation platform for credit unions and community banks.
REAL-WORLD USE CASES
Platform Power of Video Banking
New Account
Openings
New Account Openings
Instantly verify IDs, guide consumers through applications, and collect documents to boost account opening conversion rates.
Loan Applications
& Approvals
Loan Applications & Approvals
Walk applicants step-by-step, co-browse forms, collect paystubs/W2s, and complete e-signatures in one seamless video session.
Financial
Consultations
Financial Consultations
Connect consumers with the right specialists, from mortgage advisors to wealth managers, even if they aren't in the branch.
Account Management
& Support
Account Management & Support
Provide face-to-face support for account changes, card disputes, and digital banking issues, reducing call center volume.
Centralized
Banking
Centralized Banking
Reduce wait times during peak hours and expand access to remote experts, bilingual staff, or notaries.
Proactive Fraud
Prevention
Proactive Fraud Prevention
Authenticate consumers visually via video, validate suspicious transactions in real time, and minimize fraud-related losses.
Expanding Access in
Underserved Areas
Expanding Access in Underserved Areas
Bridge the gap in banking deserts by bringing services to rural, underserved, and remote communities through video.
Consumer
Onboarding
Consumer Onboarding
Use video to deliver personalized walkthroughs of products, digital tools, and services, setting consumers up for success from day one.
Crisis & Emergency
Support
Crisis & Emergency Support
Offer immediate financial guidance during natural disasters, economic downturns, or unexpected events when branch access is limited.
REAL-WORLD USE CASES
Platform Power of Video Banking
New Account Openings
Instantly verify IDs, guide consumers through applications, and collect documents to boost account opening conversion rates.
Loan Applications & Approvals
Walk applicants step-by-step, co-browse forms, collect paystubs/W2s, and complete e-signatures in one seamless video session.
Financial Consultations
Connect consumers with the right specialists, from mortgage advisors to wealth managers, even if they aren’t in the branch.
Account Management & Support
Provide face-to-face support for account changes, card disputes, and digital banking issues, reducing call center volume.
Centralized Banking
Reduce wait times during peak hours and expand access to remote experts, bilingual staff, or notaries.
Proactive Fraud Prevention
Authenticate consumers visually via video, validate suspicious transactions in real time, and minimize fraud-related losses.
Expanding Access in Underserved Areas
Bridge the gap in banking deserts by bringing services to rural, underserved, and remote communities through video.
Consumer Onboarding
Use video to deliver personalized walkthroughs of products, digital tools, and services, setting consumers up for success from day one.
Crisis & Emergency Support
Offer immediate financial guidance during natural disasters, economic downturns, or unexpected events when branch access is limited.
REAL-WORLD USE CASES
Platform Power of Video Banking
One Platform. Infinite Possibilities.
Eltropy Video Banking
Empower your team with real-time ID verifications, document collection, in-branch video rooms, secure e-sign capabilities, and unified interactions across every department to deliver seamless, high-touch banking anytime, anywhere.
Unified 360°
Video Banking
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Real-Time
ID Verification
Explore More ->
Co-Browsing
and Screen Sharing
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In-Branch
Video Rooms
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E-Sign
and E-Notary
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Document Collection and Remote Check Deposit
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Customizable
Branded Experience
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Security
and Compliance
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HOW IT WORKS
Consumer Journey, Simplified.
Connect, engage, and complete transactions effortlessly, whether in-branch or remote - all on one unified platform.
One Platform. Infinite Possibilities.
A Better Way to Bank!
Unified 360° Video Banking
Video Banking is fully embedded in an enterprise-ready conversations ecosystem that unites every channel, department, and interaction to deliver fast, personal, and high-touch experiences anytime, anywhere.
Complete End-to-End Journeys Digitally
- Complete entire account opening and lending journeys remotely, from applications to approvals, within a single video session, keeping consumers engaged and satisfied.
Faster, Friction-Free Interactions
- Deliver a seamless experience with one system to handle all consumer conversations across branches, call centers, and digital channels, no juggling vendors.
More Personalized, Context-Rich Support
- Access all interaction artifacts in one place, including recordings, signed documents, and survey results, so agents get the full context to personalize service, without manually digging through past records.
One Platform, No Multi-Vendor Complexity
- Leverage 50+ powerful integrations into your core banking, LOS, CCaaS, and more, to simplify operations and deliver better outcomes from day one.
Instant Help When Consumers Need It
- Launch video sessions instantly through queue links on the website or app, or direct agent links to prevent drop-offs and ensure help is always just a click away.
Full Feature Support
- Enable agents to share screens, hold calls with full consumer visibility, export data securely, and maintain an agent-focused video calling layout, all without leaving the video session, delivering seamless, high-touch experiences.
E-Sign & E-Notary
Make it easy for your consumers to sign documents, finalize loans or agreements remotely, and complete compliant notary sessions seamlessly, no matter where they are.
Keep Transactions Moving
- Complete e-signatures in real time, share third-party signing links, and add multiple co-signers in a single session, allowing consumers to complete applications faster, without any process delays.
Support Compliant Notary Sessions
- Conduct secure, legally compliant notarizations directly within a recorded video session.
Complete Applications Remotely
- Let consumers finalize loan applications from anywhere, accelerating approvals and enhancing overall satisfaction.
Document Collection and Remote Check Deposit
Collect paystubs, signatures, and deposits securely without asking consumers to visit a branch, and keep all interactions secure, organized, and effortless.
Speed Up Submissions
- Enable consumers to upload files or take photos directly within the conversation - no page switching or external links required.
Effortless Document Requests
- Collect paystubs, W2, and other important documents across any channel for a consistent and convenient workflow.
Instant Access to All Records
- View all collected documents and activity logs in the interaction list, providing agents with a complete record at a glance.
Quick Mobile-to-Desktop Transfers
- Allow consumers to transfer files from phone to desktop by scanning a unique code, making document sharing faster and hassle-free.
Real-Time ID Verification
Instantly verify consumer identities and accelerate high-value transactions with advanced ID verification and two-factor authentication (2FA).
Prevent Fraud Before It Starts
- Instantly verify identities by asking account-specific questions only the legitimate holder can answer, giving agents confidence to complete transactions securely.
Frictionless Verification Experience
- Conduct 2FA and real-time ID checks, including document verification, selfie matching, and risk scoring, while skipping OTP for anonymous requests, reducing friction and speeding up interactions.
Boost Account Openings
- Offer instant, reliable ID verification that encourages more consumers to open accounts, even remotely, and ensure a secure, zero-fraud banking experience.
Real Stories, Real Success
“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
“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
“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
“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
Co-Browsing and Screen Sharing
Empower agents to guide consumers through loan applications, forms, and digital transactions step-by-step, reducing drop-offs and creating a personal, smooth banking experience.
Increase Completion Rates
- Guide consumers through complex applications in real time, keeping them engaged and ensuring successful transactions.
Real-Time Support
- Provide hands-on visual guidance or silently co-browse for less tech-savvy consumers to feel confident and supported throughout the process.
Keep Conversations Focused
- Enable agents to share mortgage documents, loan rate documents, etc., instantly in sessions, while reducing accidental screen exposure and maintaining full privacy.
Improved Onboarding & Support
- Guide consumers through onboarding and resolve queries via personal, face-to-face sessions, ensuring a smooth, trustworthy experience that drives faster adoption and higher satisfaction.
In-Branch Video Rooms
Offer a personalized and convenient in-branch experience with dedicated, private video rooms for virtual consultations and meetings.
Boost Staff Productivity
- Enable your staff to serve more consumers from a centralized location, reducing branch walkouts, lowering operational costs & expanding service capabilities.
Reduce Wait Times During Peak Hours
- Connect consumers instantly to remote agents via video rooms, ensuring all consumers are served efficiently during high-traffic periods, without relying solely on on-site staff.
Expert Access On-Demand
- Ensure every consumer receives the best available expert guidance, even when specialists aren’t available on-site, with virtual consultations.
No Missed Opportunities
- Instantly connect consumers with bilingual or specialized agents from another branch when no in-person translator is available, delivering a personalized, inclusive experience that makes them feel heard.
Enhance Consumer Satisfaction
- Deliver a seamless, high-quality banking experience with dual-screen mode and flatbed scanner support, and capture feedback efficiently with after-call third-party survey links.
Customizable Branded Experience
Create a seamless, branded Video Banking experience with a customizable UX that integrates directly into your system.
Strengthen Brand Engagement
- Offer a fully branded video and chatbot interactions with customized colors, logos, and so on, that align with your brand identity to provide a consistent experience across all touchpoints.
Improve Conversions
- Enable agents to blur backgrounds or use branded virtual backgrounds, creating a professional video experience that reflects your brand’s quality and keeps consumers engaged.
Security & Compliance
Keep every interaction secure, compliant, and efficient, so your teams can focus on delivering exceptional consumer service while reducing risk, saving time, and meeting regulatory requirements.
Save Time & Reduce Errors
- Cloud-based session recording, secure data export, and simplified administration allow your team to focus on serving consumers instead of managing multiple tools.
Simplify Regulatory Compliance
- Protect every conversation with end-to-end encryption, cloud-hosted recordings, and OTP/MFA authentication, fully aligned with FINRA, SEC, SOC2, and ADA standards to safeguard both consumers and your institution.
50+ Integrations
Supported By An Integrated Ecosystem
