Eltropy Partners with MeridianLink to Transform the Digital Lending Landscape

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Eltropy, a top-rated, award-winning compliant and secure digital communications platform for financial institutions, announced its integration with MeridianLink, Inc. (NYSE: MLNK), a leading provider of modern software platforms for financial institutions.  This integration provides 1:1 Text messaging capabilities, secure document collection and sync, and instant notifications, all from within the MeridianLink platform. 

“This partnership marks a new chapter for financial institutions’ lending departments,” said Jason Smith, vice president of Strategic Partnerships at Eltropy.

“With the power of Eltropy and MeridianLink working seamlessly together, loan officers will be able to service borrowers in a more efficient and effective way, leading to more responsiveness and more effective loan processes.”

The partnership between Eltropy and MeridianLink enables loan officers to create automated campaigns based on changes to a loan milestone. From within the MeridianLink domain, a loan officer can seamlessly start a 1:1 conversation and collect sensitive documents with Eltropy’s unique, secure and trackable links. Along with receiving instant notifications, officers are able to see conversation history, document collection, and more in real-time, as all the messaging history is instantly updated within the MeridianLink domain. Loan officers can also add secure chat, video, audio and co-browse to their text interaction instantly as needed to help customers with lending process. 

“We are very excited to be able to offer this integration with Eltropy,” said Doug Glagola, vice president of Business Development at MeridianLink. “MeridianLink prides itself on partnering with best-in-class organizations, and we see Eltropy as a customer-focused leader in the digital communications space.” 

Early customers using the Eltropy and MeridianLink integration are delighted by the powerful, easy-to-use integration. “MeridianLink and Eltropy coming together under one platform is like having your right hand and left hand working at the same speed, on the same page, in the same book. It was our top priority at Natco to make this integration successful and Eltropy made it really simple,” said Kimberly Davis, director of Sales and Service at Natco Credit Union.

About Eltropy:

Eltropy enables over 290 financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, credit unions, banks, debt collectors, insurance companies, lenders and FinTechs can improve operations, engagement and productivity. We are proud to be the only omnichannel solution to offer Text messaging, Video Banking, Secure Chat, Co-Browsing, Screen Sharing and Chatbot technology. For more information about Eltropy, please visit eltropy.com. For more information about Eltropy+MeridianLink, please visit MeridianLink Integration.

About MeridianLink:

MeridianLink is a leading provider of cloud-based software solutions for financial institutions, including banks, credit unions, mortgage lenders, specialty lending providers and consumer reporting agencies. Based out of Costa Mesa, California, MeridianLink provides services to more than 1,900 customers, including a majority of the financial institutions on Forbes’ 2021 lists of America’s Best Credit Unions and Banks. For more information about MeridianLink, please visit  www.meridianlink.com.

About Natco Credit Union:

Natco Credit Union has been serving its 16,000+ members since 1945, with just under $133 million in assets. Membership in Natco Credit Union is open to anyone who lives or works in the following Indiana counties – Wayne, Fayette, Randolph, Henry, Rush, Union and Franklin. Membership is also available to any industrial worker within a 25 mile radius of Richmond and family members of an existing member. For more information about Natco Credit Union, please visit natcocu.org

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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!

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🎁 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. 

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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?
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  • 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!)

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Giants Game – Giants vs. Brewers at Oracle Park

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Time: 6:00 PM Onwards
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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!

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📅 Date: April 23, 2025
Time: 6:00 PM – 8:30 PM 
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📅 Date: April 23, 2025
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