Re-architect Your Branch Experience.
Deliver Modern Banking Revolution.

Building Better Branch, One Visit At A Time

Deliver faster, better, and easy access to your branch.

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

Empower and equip your agents to be more productive.

Offer your team smart features such as skill-based routing, virtual queues, document collection, video verification, AI-powered smart video blur, and advanced collaborative tools for enhanced productivity.

Identify and optimize enterprise-wide growth drivers.

Offer actionable insights (historical and real-time) to managers and executives to identify bottlenecks, optimize resources, improve member satisfaction, improve team productivity, and more. 

APPOINTMENT MANAGEMENT

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.

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

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

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

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

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

LOBBY MANAGEMENT

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.

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).

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

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

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

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

VIDEO BANKING

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.

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

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

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.

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

REPUTATION MANAGEMENT

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.

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

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

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

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

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.

From Porous to Powerful: Turn Your Contact Center Into a Fraud-Fighting Machine

How Credit Unions and Banks Are Transforming with AI

Scroll to Top

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.