Announcing Landmark Enhancements to Eltropy Unified Conversations Platform

The latest release includes Voice+ a new modern voice solution, and SBR 2.0, our most capable skill based routing model.

What excites me the most is the chance to make technology helpful for our Credit Unions and Community Banks and their millions of members and customers across the country.

Ashish Garg

Co-founder & CEO, Eltropy

I’m thrilled to announce some groundbreaking enhancements and additions to Eltropy’s Unified Conversations Platform!

(1) Voice+, a modern voice and contact center solution designed for today’s CFIs; (2) SBR 2.0, the most capable Skill Based Routing model we’ve ever built; (3) Lobby Management and (4) A series of additional Platform Enhancements that will help you create new opportunities and drive productivity on a scale never seen before.

Eltropy Voice+

Voice+ revolutionizes the contact center experience by seamlessly integrating voice capabilities with digital channels like texting, video, and chat – all enhanced by a cutting-edge AI layer. This fusion creates an unparalleled unified contact center solution for voice, digital, and AI interactions.

With Voice+, agents will enjoy a streamlined “single pane of glass” interface, empowering them to provide exceptional service to their members or customers with unprecedented efficiency and effectiveness.

Click here to learn more about Voice+ and ask about how you can get it enabled for your organization.

Skill Based Routing Enhancement

Routing is not just about connecting calls; it’s about optimizing every interaction to improve efficiency, customer satisfaction, and operational effectiveness. A well-implemented routing system is foundational for high-performing organizations, directly impacting their ability to meet member and customer needs.

Eltropy’s Approach: We have developed a routing engine agnostic to interaction channels and added nuanced routing logic that enables organizations of all sizes to handle all their interactions in a much more sophisticated way. 

Enhancements in SBR

Queue Priority: Allowing higher priority or higher value interactions to be handled first.

Agent Proficiency: Agents are chosen based on their level of language proficiency allowing most proficient agents to handle relevant requests first.

Exclude Text Channel: Option to exclude text from routing for manual assignment.

Offline Queue: New queue type for voicemails and messages outside office hours.

One Routing Profile: Only one profile per agent enabling them to handle the most appropriate or relevant requests vs any and all requests. 

Cross-Channel Concurrency: Determine which channels can be handled simultaneously by an agent.

Agent Allocation Choice: Most Idle, Least Occupied, or Round Robin.

Performance Improvements: Faster agent allocation reduces match time from over 30 seconds to less than a second. 


Lobby Management

Deliver excellence, one visit at a time. Eltropy’s Lobby Management, part of our Total Branch Solution, improves the branch experience for visitors and employees with:

Efficient Check-ins and Queue Management: Streamline walk-ins and appointment check-ins, display queue positions. This minimizes wait times, enhances visibility, and boosts customer satisfaction by allowing employees to focus on high-value tasks.

Branch Traffic Analytics: Leverage detailed insights into customer flow, peak times, and service performance to make data-driven decisions that enhances branch efficiency.

Resource Planning: Utilize lobby data to optimize staffing and resource allocation across all your branches, ensuring your branch operates smoothly and effectively.

Learn more about Lobby Management Here and about the Total Branch Solutions Here.
 

Productivity Boosts: Additional Platform Enhancements

Updates in Appointment Management with opt-in text notifications, Spanish language support and unified configuration that allows you to create consistent experience for appointment setting across your locations and digital channels.

A single comprehensive view of AI and agent-handled interactions with sophisticated filtering, quick access to recordings, etc.

Supervisor dashboard improvements including chat barge-in feature and monitoring of active text and chat conversations.

Screen pops that display web pages in the agent workspace during interactions, offering additional resources for better customer service.

…and more including updates and enhancements with improved Temenos Alert syncing, integrations with Core systems, and API updates.

Please read detailed notes about all the enhancement available to you here

With our latest release, we boldly and responsibly reaffirm our commitment to quality, marking one of our most significant engineering efforts yet. I’m thrilled for the future and the opportunities Eltropy will unlock for CFIs everywhere.

Our dedicated teams are working tirelessly to ensure your success. Stay tuned for updates from your CSMs and upcoming learning series to help you maximize the Eltropy platform’s potential.

Ashish Garg

Co-founder & CEO, Eltropy

Scroll to Top

Powering Your Workforce
Internal AI Assistants & Intelligence

Web to Wow
Designing Member-Facing AI Agents

Powering Your Workforce
Internal AI Assistants & Intelligence

📅 Date: April 25, 2025
Time: 10:00 AM – 11:00 AM 

Take your AI skills to the next level by turning the focus inward. Discover how internal AI assistants can empower your teams with real-time answers, content generation, and knowledge support. 

Why You Can’t Miss This Session?

Firsthand look at how Eltropy’s AI Intelligence tools can automate quality assurance and provide compliance-ready evaluations across all member interactions.

TL;DR: Build AI Assistants for employees and AI-based QA tools for supervisors and management.

Session Breakdown:

    • Optimizing Internal AI Strategy Tools, Use cases, and Eltropy’s roadmap for credit unions – Saahil Kamath
    • Hands-On: Configure Your Internal AI Toolkit – Dheeraj Anikar & Anay Deshpande
    • Safe & Smart: Pitfalls to Avoid: Guardrails and governance for internal AI use Rahul B Prakash
    • Q&A + Certification Wrap-Up!

Takeaways:

✅ AI Certification (yes, a real certificate!)
🎥 Training Video Access
📘 Safe AI eBook
🎁 Exclusive AI Offers (yup, still a surprise!)

Web to Wow
Designing Member-Facing AI Agents

📅 Date: April 22, 2025
Time: 4:00 PM – 5:00 PM 

Begin your AI journey by exploring how Generative AI can transform member engagement. Learn how to build smart, self-updating external AI agents that can ingest your website content and respond to member inquiries across channels like Online Banking and Telephony. 

Why You Can’t Miss This Session?

You’ll get hands-on with Agentic AI, Retrieval-Augmented Generation (RAG), and prompt engineering—then bring it to life in our interactive BYOB (Build Your Own Bot… with a twist!) session.

TL;DR: Build AI Agents for Website, Online Banking, and Telephony.

Session Breakdown:

  • The AI Landscape Today: What is Generative AI, LLMs, Agentic AI, and RAG?
    Saahil Kamath
  • Hands-On: Build Your Member-Facing Bot
    Dheeraj Anikar & Anay Deshpande
  • Responsible AI in Action: Avoiding pitfalls, hallucinations, and unsafe practices
    Rahul B Prakash
  • Q&A + What’s Next? 

Takeaways:

✅ AI Certification (yes, a real certificate!)
🎥 Training Video Access
📘 Safe AI eBook
🎁 Exclusive AI Offers (psst… it’s a surprise!)

Giants Game – Giants vs. Brewers at Oracle Park

Sunset Cruise on the Bay – A Breathtaking Evening on the Water

Secret Food Tour – San Francisco’s Hidden Culinary Gems

Skyline Soirée: Emerge 2025 Opening Night at Cavaña"

Giants Game – Giants vs. Brewers at Oracle Park

📅 Date: April 23, 2025
Time: 6:45 PM – 10:00 PM 
📍 Location: Oracle Park

Baseball, Bay views, and ballpark bites – what more could you ask for? Experience San Francisco sports culture at its finest as the Giants take on the Milwaukee Brewers in one of MLB’s most iconic stadiums.

Why You Can’t Miss This:

⚾ Premium group seating with the best views
🌭 Classic stadium eats – garlic fries, anyone?
🎉 Unforgettable game-day energy with fellow attendees

Grab a drink, cheer for the home team, and make unforgettable memories under the stadium lights!

Bollywood Rodeo: Where East Meets West

📅 Date: April 24, 2025
Time: 6:00 PM Onwards
📍 Location: Pacific Terrace, InterContinental San Francisco Rooftop

🔥 It’s time for the ultimate Bollywood Cowboy Bash! 🤠✨

  • Stroll through the streets of an Indian bazaar, shop handcrafted gifts, get a stunning henna tattoo, snap Insta-worthy pics at our immersive photo booth, and much more.
  • Savor bold Indian spices fused with Western comfort food, paired with signature Bollywood & cowboy-inspired cocktails.
  • Groove to a high-energy Bollywood performance, a celebrity DJ spinning the hottest Bollywood, EDM & country beats, and a dance floor that won’t stop until you drop!
  • Arrive early for an exclusive speed networking session before the festivities take over! 

Don’t Miss The Grand Finale Of Emerge 2025!

Bringing a spouse or guest? – Sign them up here!

Skyline Soirée: Emerge 2025 Opening Night at Cavaña

📅 Date: April 22, 2025
Time: 6:00 PM – 9:00 PM 
📍 Location: Cavaña Rooftop, San Francisco

Kick off Emerge 2025 in style!

Join us for an unforgettable Opening Night Reception at Cavaña Rooftop – one of San Francisco’s most breathtaking venues. Enjoy panoramic views of the Bay, handcrafted cocktails, and an electric atmosphere as you connect with industry leaders, innovators, and fellow attendees before the conference begins.

Why You Can’t Miss This Event:

Spectacular rooftop views of the SF skyline & Bay Bridge
🍹 Crafted cocktails & gourmet bites to elevate your evening
🎶 Music & networking in an upscale, relaxed setting
🤝 Exclusive access to top industry professionals & thought leaders

Co-sponsored by Origence, this evening promises the perfect blend of inspiration, connection, and celebration — setting the stage for an incredible conference ahead.

Register Now and get ready for an evening of innovation, conversation, and stunning views!

Sunset Cruise on the Bay – A Breathtaking Evening on the Water

📅 Date: April 23, 2025
Time: 6:00 PM – 8:30 PM 
📍 Departure: Pier 39

Set sail on a private yacht and experience San Francisco’s skyline like never before. This exclusive Sunset Cruise on the Bay offers a front-row seat to the city’s most breathtaking sights, complete with craft cocktails and great company.

What Awaits You:

🌉 Breathtaking views of the Golden Gate Bridge, Alcatraz, and SF skyline
🍷 Complimentary drinks & gourmet hors d’oeuvres
🎶 Live music & entertainment to set the perfect mood

Feel the ocean breeze, sip on a crafted cocktail, and raise a toast to new connections as you experience San Francisco at its most magical.

Secret Food Tour – San Francisco’s Hidden Culinary Gems

📅 Date: April 23, 2025
Time: 5:30 PM – 6:00 PM 
📍 Location: Meeting point to be revealed upon registration

Indulge in an exclusive Secret Food Tour through San Francisco’s best-kept culinary secrets. From legendary sourdough bread to underground speakeasies and authentic dim sum, this tour will introduce you to flavors that define the city.

✔ Taste your way through historic neighborhoods
✔ Discover family-owned eateries and hidden food spots
✔ Sip on local wines & craft cocktails

Get ready to eat like a local while networking with fellow attendees in an unforgettable, immersive setting.

Let's Talk