Re-architect Your Branch Experience

Elevate customer & agent experience with simplified appointment booking, end-to-end lobby management,
in-branch video banking, and reputation management.

Top-rated by

Trusted by

600+

Credit Unions
and Community Banks
Endorsed by

31/33

State Credit Union Leagues
and Associations

Eltropy really helped us break through the barrier and reach people in a way that met their needs. It has been kind of life changing not only for our members but also for our staff. We have had a lot of success using Eltropy in engaging our members sooner, finding early solutions and preventing hardships for our members.

Norma Mckittrick,

Ex. Credit Administration Manager in Member Solutions
Delivering Excellence,
One Visit at a Time

Branch remains a key engagement touch point for your credit union and community bank, even in this digital-first age. Eltropy’s total branch solution enables you to provide a modern branch experience to your visitors and agents.


For Your Members & Customers

Enable Faster, Better Access to Branch, On their terms.

Offer self-service check-in, easy appointment booking, queue tracking, next-in-line alerts, experts on video, and more for an always on, always available branch experience.


For Your Agents

Enable them to feel Empowered, Equipped, and Efficient.

Offer smart features such as skill based routing, virtual queues, document collection, video verify, AI-powered smart video blur, and more for enhanced productivity.


For Your Executives

Enable them to Identify, Optimize, and Drive Growth.

Offer historical and real-time actionable insights to help them identify bottlenecks, optimize resources, and improve member and agent satisfaction.

End-to-end Branch Operations

Appointments. Simplified.

Achieve always-on, always-available appointment scheduling for your credit union and community bank.

Multi-channel Appointments

Enable members/ customers to
set up appointments – video, in-branch video, or on phone with minimal back and forth.

 

Customized Appointments

Personalize appointment booking with custom links – service category, meeting types, branch, agents, language and more.

 

Calendar Management

Automate reminders and follow ups to reduce no-show rates and missed appointments.

 

Optimize Appointment Scheduling Efficiency

Analyze appointment data both real-time & historical – to improve NPS, member wait times, agent allocation, and more.

 

Optimize Agent- Member Satisfaction

Overview staff availability in real-time to prevent scheduling conflicts, enable best agent -member match (skill based routing) and more.

 

Power of Total Branch Solution

Integrates with Eltropy’s lobby management, reputation management, and in-branch video banking for a complete branch solution.

 

Queue Smarter. Serve Better.

Easily manage scheduled and walk-in lobby traffic for your credit union and community bank.

Virtual Self-service Queue

Eliminate physical wait lines by enabling in-branch check-ins for members/ customers – when they’re en route or using an on-site kiosk or through a staff member.

 

Real-time Queue Visibility

Provide automated next-in-line alerts and real-time queue position visibility to your visitors through a queue display (online, on digital kiosks, and in the lobby).

 

Peak Traffic Management

Enable visitors to skip the long wait time during peak hours through appointment scheduling at a future date or requesting callbacks.

 

Optimize Branch Efficiency

Analyze branch traffic data both real-time & historical – to improve member wait times, agent allocation, and more.

Branch Manager Insights

Empower your branch manager with real-time insights on visitor arrival, traffic flow, wait times, purpose of client visit, service engagements, and more.

 

Power of Total Branch Solution

Integrates with Eltropy’s appointment management, reputation management, and in-branch video banking for a complete branch solution.

 

In-Branch Video Banking

Digitize and scale face-to-face interactions with video banking at your credit union and community bank.

Video Appointments

Serve digital-first members or members who can’t or don’t want to visit the physical branch with face-to-face-like video meetings.

 

In-Branch Video Rooms

Enable complete branch solution at every branch & increase staff utilization by creating in-branch video rooms.

Virtualize Experts

Make your experts available anytime, anywhere they are needed—another branch, ITM, mobile app, or website via virtual or in-branch video meetings.

Complete Banking

Complete banking experience with features such as member ID verification, inviting other family members, document collection, eSign, check deposits, and more.

Video Management

Benefit from powerful features such as enhanced ID scan & dynamic KBA to prevent fraud, AI-powered smart video blur to prevent indecent exposure, video record & retain to stay compliant with industry regulations, skill based routing, and more.

Power of Total Branch Solution

Integrates with Eltropy’s lobby management, appointment management, and reputation management for a complete branch solution.

 

More Reviews = More Revenue

Boost your online presence to attract more members & revenue to your credit union and community bank.

Capitalize Key Moments

Collect reviews when members are likely to be happiest such as loan closings, on the platforms that matter to you – Google, Facebook, Yelp, and others.

Easy Review Collection

Enable agents to collect positive reviews through a text message with a review link (pre-designed or customized template) after a satisfactory interaction.

Automate Review Request

Automate review requests via texts based on milestones achieved in your LOS – including MeridianLink, Encompass, Temenos and more!

Optimize Online Reputation

Analyze appointment data both real-time & historical – to improve online presence, search results, and more.

Comparative Review Analytics

Monitor and analyze online reviews for individual branches and in comparison to your competition.

Power of Total Branch Solution

Integrates with Eltropy’s lobby management, appointment management, and in-branch video banking for a complete branch solution.

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