98% of Text Messages Are Opened Within 3 Minutes

Get your work done faster. Handle more conversations than any other channel and get immediate responses with texting.

Text Messaging Designed for Enterprise

Close More Loans, Boost Lending Efficiency

Reduce loan application abandonment by providing real-time updates on application status and other vital milestones via texts [LOS Integrations]


Fast-track loan processing with secure document sharing, OTP verification, and seamless communication via texts [Lending]


Collect payments easily via texts with secure payment links (without needing extra app/ browser downloads) [TextingPayment Integrations]

Reduce delinquency by sending automated reminders & notifications for upcoming payments [Collection Integrations


Streamline debt recovery with automated text campaigns for multiple delinquent accounts, saving valuable human effort [LOS Integrations]


Share and collect documents, sensitive information, links, and more in a secure & private manner with ease & speed [E-signing Integrations]

Minimize fraud risk with text based OTPs and Video Verify (Knowledge-Based Authentication(KBA), ID verification, and Video interaction)]

Share and collect documents, sensitive information, links, and more securely and privately with ease and speed [E-signing Integrations]. 


Educate members through targeted campaigns & send timely fraud alerts/ notifications via text to prevent significant financial damage.

Position yourself as a trusted financial partner by sending educational and awareness campaigns at scale while maintaining compliance with texting.


Design & execute marketing campaigns using your favorite tools with speed and efficiency without leaving the platform [Marketing Integrations]


Ensure compliance by automating contact synchronization and managing opt-in/opt-out preferences in real-time [Core Integrations]

Enhance your search engine visibility by collecting positive reviews for Google ranking from satisfied members via text [Reputation Management]


Drive conversions by including appointment booking links for in-branch or virtual meetings directly into the text [Appointment Management]


Don’t make members wait in the long queues, automate next-in-line alerts and real-time queue position for branch visitors [Lobby Management

All the Tools You Need in One Place

One Product For All Your Texting Needs

Inbound & Outbound: Get faster responses with direct & personalized texting between your team and members without sharing personal phone numbers.


1:1 or 1:Many: Send educational, informational, marketing, and other texting campaigns while maintaining security, privacy, and compliance.


Rich Texting: Personalize and engage with your texts by adding emojis, icons, images, surveys, links, and more.


Pre-built Templates: Leverage customizable pre-built templates to save time and effort and maintain consistency.

Reduce Error: Automated real-time contact and opt-in/ opt-out synchronization with the core systems.


Custom Keywords: Enable contacts to text specific keywords to “opt-in or opt-out” and get added to specific lists for manageable texting later.


Record & Store: All conversation history for regulatory compliance, audit, security, and reporting fraud to authorities.


10DLC Registration: Eltropy registers your number with the mobile carriers so you can send messages without disruptions.

One-click transfer from text to any channel with context and within the same engagement with the added power of Co-browsing, SBR, and more.


Combine the ease of texting with the power of 35+ powerful integrations across Core, LOS, Collections, Payments, Marketing, CRM, and more.


Monitor PII, ensure compliance, and get insights like sentiment without manually reviewing the conversations with Eltropy AI

Send alerts: Based on milestones (Pizza Tracker) in the Core integrations, and route the responses to these alerts to the right team with SBR.


Text Analytics: Track text volume, response rate, and average handle time trends by texting type, departments, and employees.

Eltropy supports international phone numbers, making it easier to connect with members and customers across boarders. This feature is ideal for those traveling abroad or international interactions, ensuring smooth communication without disruptions.

*To enable this feature, contact your Eltropy representative.

To further protect member data, Eltropy offers a security feature that automatically blocks incoming messages containing personal information (e.g., names, phone numbers). Senders receive a notification prompting them to remove sensitive details before sending.

Blocked messages remain in the system for tracking, but all PII is hidden and cannot be retrieved, ensuring privacy and compliance while maintaining message analytics.

Experience The Unified Impact

Go beyond piecemeal solutions that lack clear impact and drive real value through increased member satisfaction, employee productivity, revenue and retention, all at scale.

$3.7 M

Overall drop in delinquency from December 2023 to March 2024

(Alltru Credit Union)

300%

Faster member authentication 45 Seconds to authenticate

(Idaho Central Credit Union)

20%

Faster lending process, 3 days reduction in loan approval time

(Patelco Credit Union)

40X

Higher response rate with Text than other modes of communication

(Family Savings CU)

60%

Increase in number of accounts opened with In-branch Video

(Xplore Federal Credit Union)

95%

Reduction in loan approval times, application completion <10 mins

(Natco Credit Union)

Integrated Tech Stack

Connect with an extensive network of leading technology vendors catering to community financial institutions such as Core systems, CRM, LOS, AOS, Collections, and other essential providers.

Civic FCU Put the Branch in Members’ Pockets with Eltropy

Natco CU improves Member Experience with Omnichannel

Enhancing Member Experience & Communication with Texting
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Let's Talk

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.