Partner with Eltropy
Transforming Credit Unions and Community Banks with Fintech Innovation
Eltropy integrations with popular Core, LOS, AOS, Collection, CRM, and other systems enable you to get more done faster. Use our open APIs to integrate with even more tech partners.
Who Are Our Partners?
By integrating with our cutting-edge platform, fintech companies can revolutionize member interactions and operational efficiency across the credit union and community bank landscape.
Eltropy is recognized by 31 out of 33 state credit union leagues.
By collaborating with Eltropy, leagues gain access to cutting-edge technology and strategic support, enabling them to educate and empower their credit unions in a rapidly evolving financial landscape.
Our dedicate partnership teams provides regular learning sessions, free trainings e.g. AI workshops, and more to the leagues & their members.
Why Partner with Eltropy?
Enhanced Member Engagement
Elevate member experiences with personalized AI-driven interactions.
Operational Efficiency
Streamline workflows in member services, contact centers, marketing, and lending.
Scalable Solutions
Expand fintech offerings with scalable AI solutions tailored for credit unions and community banks.
Innovative Partnership
Collaborate with Eltropy to innovate and co-create solutions for credit union and community bank challenges.
Grow and Generate Revenue
With competitive referral and reseller programs, Eltropy drives incredible value for our partners.
MeridianLink and Eltropy coming together is like having your right hand and left hand working at the same speed, on the same page, in the same book.
Kimberley DavisDirector of Sales & Service 
Our partnership with Eltropy is based upon a shared vision to provide digital solutions that strengthen relationships between credit unions and their members.
Jason O'BrianChief Executive Officer
It empowers lenders and borrowers with compliant direct Text Messaging that help facilitate a superior lending process for today’s digital consumers.
Rich SwerbinskyPresident & CEO 
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Join Us in Transforming
Credit Unions and Community Banks
Explore Our Integrations
Core Systems
- Integrate with the most popular core platforms to send promotional text messages to opted-in members, enable real-time text alerts directly from the core system, and more. Provide the fastest way for members and customers to receive desired information anytime, anywhere.
- Authenticate member’s identity using Text-based 2-Factor Authentication
- Instantly sync text history, opt-ins, and opt-outs back to your core system to meet TCPA requirements seamlessly
- Run text marketing campaigns for the members list in your core system
- Send automated, member specific text alerts which are customizable and personalized
- View all member interactions within the CFI on one single platform
*Features vary by partner.
Loan Origination Systems
- Deliver 1:1 text messages, securely collect and sync documents, communicate with applicants in real-time, and much more. Accelerate loan closures, increase efficiency, enhance the borrowing experience, and speed up lending processes.
- Initiate 1:1 text conversations during late stage delinquencies within LOS environment
- Reduce loan funding time by collecting and syncing documents to LOS via Eltropy’s uniquely trackable secure links
- Reduce loan application drop-offs by automated “Pizza Tracker” type alerts based on milestones
- Stay compliant by auto-syncing text history to LOS Systems
- Record member and customer opt-ins and opt-outs in LOS System
*Features vary by partner.
Account Opening Systems
- Provide seamless real-time communication with applicants, resulting in more completed applications. Monitor each applicant's progress with up-to-the-minute application tracking, and more. Reduce high drop-off and application abandonment rates while increasing account openings.
- With Eltropy texting and account opening integrations, reduce application drop-offs by automated “Pizza Tracker" type alerts based on milestones
- Add Text and Co-browse interaction instantly as needed to help members with the account opening process from a single dashboard
- Stay complaint by auto-syncing text history to the AOS System
- Collect and sync documents to AOS via Eltropy’s uniquely trackable secure links
- Effortlessly send documents for E-Signatures to members/ customers
*Features vary by partner.
Collections Systems
- Manage delinquency spikes effectively with automated reminders and notifications, and training your collection teams to use 1:1 texting and video calls for late-stage delinquency. Manage all collections conversations with members and customers within your collections system.
- Send automated text alerts based on Collection systems dialer queues
- Encourage members to respond to alerts and manage the responses at scale in Eltropy Conversations Platform
- Initiate 1:1 text conversations during late stage delinquencies within Collection System
- Start secure chat and video sessions from 1:1 text conversations to help members/customers with payment plans
- View all interactions with members and customers from a single dashboard
- Record member and customer opt-ins and opt-outs within Collections System
*Features vary by partner.
E-Signature Systems
- Enable your members and customers to sign documents anytime, anywhere, on any device. Send and collect e-signatures now easier than ever with Text messaging.
- Select and apply matching templates for e-Sign
- Seamlessly upload and send documents for e-Sign to members and customers
- 2FA for members and customers to access secure links for added security
- Send instant notification for links clicked to loan officers
- Actively follow-up with members using 2-Way text messaging
*Features vary by partner.
Payment Systems
- Create the best, most convenient, and quickest payment collection for CFIs.
- Send secure payment links to members/ customers
- Generate a report to review the amount collected from members
- Send payment reminder alerts through integrations with LOS, Collection and Core systems
- Encourage members to reply if they have issues with payments and reduce future delinquency
*Features vary by partner.
Marketing Automation Systems
- Text members directly from within your marketing automation systems, empowering your employees to communicate on the preferred channel—texting—using a platform they know and trust, all while meeting compliance requirements.
- Drag and drop Eltropy SMS activity in campaign flow builders to send text from your marketing stack
- Centralize opt-in database and stay compliant by not sending text to members who have outed-out
- Tie the campaign to any CCGs to handle replies and get the conversation started to increase the conversion rate
- Leverage keywords to send auto-replies to engaged members and customers of text campaign
- Leverage keywords to send auto-replies to engaged members and customers of text campaign
*Features vary by partner.
Digital Banking and Digital Contact Center
- Automate 30%+ of your front-line issues across all channels and unlock actionable insights from voice and digital data with the industry’s only AI and Unified Contact Center solution designed for Credit Unions and Community Banks – pre-integrated with the Digital Banking Platform.
- Natively Omni-Channel: Secure Chat, Text, Phone, Video Banking and Digital Audio
- True remote video banking with integrated eSign, real-time ID verification and video check deposit
- In-Context service with Co-Browse
- Omni-Channel Skill Based Routing [SBR]
- Concierge Bot and AI Agents for automation
- Conversation Intelligence for unlocking insights from voice and digital data
- Advanced contact center reporting and analytics
*Features vary by partner.
