Eltropy crosses 500+ Community Financial Institutions (CFIs) Milestone

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As community financial institutions (CFIs) look for new ways to engage with consumers and leverage revenue-generating services within and outside of the traditional branch setting, they are turning to Eltropy at a rapid clip. Today, the leading Digital Communications Platform for CFIs welcomes new customers, including the Utah Community Credit Union, Main Street Bank, Heartland Financial, and FireFighters First Credit Union. As Eltropy celebrates its 500 customer milestone, the company is doubling down on its commitment to help credit unions and community banks reach, engage, and serve consumers in their channel of choice

With uniquely-extensive capabilities and a broad range of integrations, Eltropy is the only Digital Communications Platform capable of leveraging a true omnichannel experience; serving consumers with AI or human agents and driving engagements through Text messaging, Secure Chat, Video Banking, co-browsing, screen-share, voice calling and more.

This milestone is only the latest in a year filled with benchmarks and exciting developments. This year, Eltropy acquired leading collaborative video solution, POPi/o, and leading AI provider, Marsview, along with recently debuting Kaitlin, the first humanized AI explicitly designed for financial institutions. By streamlining the customer service experience and reducing the workload of contact center staff, Kaitlin presents unique opportunities for banks and credit unions to serve consumers more efficiently. 

“We have grown from serving 10 CFIs to 500+ in three years, demonstrating the best product, team, and customer-obsessed culture we’ve built at Eltropy.  We are dedicated to helping CFI’s compete with MegaBanks and FinTechs by providing cutting-edge digital communication technology that consumers are demanding today,” said Ashish Garg, co-founder, and CEO of Eltropy. 

Eltropy provides credit unions and community banks with the tools they need to connect with consumers in the channel of their choice — from in-branch video experiences to remote lending, video notary and virtual branch capabilities — that deliver a seamless consumer experience while streamlining staff. Now, more than 500 credit unions and community banks, ranging from $7M-$22B and $300M-$33B in assets, respectively, leverage Eltropy for its powerful Digital Communications Platform, the ability to automate frontline services, and leverage AI and conversational intelligence to unlock actionable insights. 

“The past three years have presented unique engagement challenges for credit unions, particularly with call volumes and handling times rising and staff and potential physical expansion opportunities decreasing,” said Barb Lowman, President of CUNA Strategic Services.

“Eltropy has built an award-winning solution to face these and future challenges head-on and is moving the industry forward by enabling virtual branch capabilities that delight members with the ability to communicate the way they want.”

Eltropy will be showcasing the combined capabilities, results, and future innovations for its Digital Communications Platform at the following events:

Credit Union Services and Products Conference Oct 17 – 20
Money20/20 Oct 23 – 26
MAXX Convention Oct 25 – 27
National Credit Union Call Center Conference Oct 24 – 26
REACH 2022 Nov 01 – 04
CUNA Lending Council Conference Nov 02 – 05
NAFCU Lending Conference Nov 08 – 10
VentureTech Nov 07 – 09
The Financial Brand Forum Nov 13 – 16
Future Branches Dec 06 – 08

Click here for more information, or to schedule a meeting with Eltropy.

About Eltropy

Eltropy enables financial institutions to engage in a secure and compliant way digitally. Using our award-winning Digital Communications Platform, community financial institutions can communicate, automate and use intelligence to improve operations, engagement and productivity. Community banks and Credit Unions use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing, and chatbot technology — all integrated into a single platform bolstered by proprietary AI, skill-based routing, and other contact center capabilities. For more information about Eltropy, please visit.

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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.

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