Elevate M&A Experience and Efficiency
All Channels + Total Branch Solution+ AI
Big M&A Deals,
Bigger Challenges
M&A Connect is a powerful AI-driven solution designed to enhance existing and new member communication, streamline systems integration, maintain employee morale and productivity throughout the transition. It supports you throughout the proceedings from pre-merger to day-one readiness and beyond.
Measurable impact
Collections Success in Numbers
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20%
Drop in delinquency within
1 month, Lowered CECL
31 FTE
Equivalent productivity boost experienced with Texting
$4.8M
Dollars collected in
3 Months of implementation
DO MORE WITH LESS
Eltropy Merger & Acquisition Suite
Embrace a smarter, more efficient approach to M&A with AI-driven solutions designed to enhance communication
with existing and new members and streamline system integrations throughout the transition.
What's Included?
Text
Video Banking
Lobby Management
Appointment Management
Secure Chat
AI Agents
AI Assistants
Reputation Management
An additional fee is applicable for integrations and add-ons.
Supported Integrations
35+ CFI-Focused Integrations
DELIVER UNPARALLED
Speed. Convenience. Impact.
Member Surveys
Automate member surveys to gather feedback on the proposed merger using 1:1 and 1:Many Texting. Text messages have a 40X higher response rate than other communication methods, helping you understand member sentiments effectively.
Proactive Member Communication
Inform members about the merger’s benefits and address concerns about service continuity, policy changes, and account access through 1:1 and 1:Many Texting. Maintain consistent communication across diverse member groups with Multi-lingual, Pre-built Text Templates.
Promote Merged Entity
Promote Merged Entity Boost the new entity’s search engine visibility by collecting positive Google reviews via Reputation Management. Welcome new members with personalized messages and offers using 1:1 and 1:Many Texting, seamlessly integrated with your marketing tools.
24/7 Support & Assistance
Offer 24/7 support for member inquiries during and after the merger using AI Chat and Voice Agents. Enable Secure Chat for easy access to merger-related information like FAQs and new account details, with the option to transfer complex queries to your team.
System Consolidation
Streamline operations and reduce Total Cost of Ownership (TCO) by consolidating vendors across merged entities. Eltropy integrates with popular systems including Core, LOS, Marketing, OLB, AOS, Collections, Payments, and Fraud solution providers.
Training & Onboarding
Reduce onboarding and training time for the merged workforce with AI Assistants that can organize information such as training materials, updated rules, guidelines, and procedures across entities for fast and easy access.
Branch Optimization
Transform every branch into a full-service branch by offering access to any service or expert through In-branch Video. Use Lobby and Appointment Management to manage branch traffic effectively with remote check-ins, next-in-line alerts, and live updates. Use insights to optimize staff utilization and member experience from lobby traffic, appointment volumes, and service requests.
Member Experience Optimization
Provide members with the convenience of remote account opening, check deposits, and more through Video Banking with eSign, real-time ID verification, and video check deposit.
Monitor member satisfaction, service adoption, and operational performance using Eltropy’s real-time and historical data analytics.
Employee Experience Optimization
Enhance your team’s efficiency by automating routine query handling with AI Agents (Chat & Voice).
Provide quick access to critical information through ChatGPT-style interfaced AI Assistants, reducing time spent on document searches and query resolution.
