The Reality Check
Most Virginia Credit Unions are currently juggling 5 to 7 disconnected systems to manage a single member journey. Between voice, chat, SMS, and your core business system, your data is siloed, your overhead is skyrocketing, and your agents are burnt out from their “swivel chairs.”
It’s time to stop paying the “Fragmented Tax.”
Join us for a strategic executive briefing on how to collapse your tech stack into a single, intelligent platform. We aren’t talking about “future-tech.” We’re showing you the tools available today to protect your margins and modernize your member experience.
What You’ll Walk Away With?
The Blueprint for Vendor Consolidation:
A step-by-step look at how to move from 7 disjointed bills to 1 unified platform—slashing overhead without sacrificing functionality.
The "Human-First" AI Strategy:
Practical ways to use AI to handle the "repetitive" (balances, resets, basics) so your staff can focus on the "relational" (loans, financial advice, and complex member needs).
The Modern Member Roadmap:
A guide to evolving beyond voice-only support to a seamless, "single-pane-of-glass" experience across text, video, and chat.
Live Q&A & Strategy Session
We’ve reserved the final 20 minutes for an open-mic discussion. Bring your specific tech hurdles and see how other CUs are solving the scale-without-hiring puzzle in real-time.
Cody Willis
Account Executive, Eltropy
Cody Willis has spent the last 12 years helping credit unions transform their member journeys across retail, contact center, and digital channels. Over the course of his career, Cody has visited more than 500 credit union branches and successfully deployed solutions to over 300 institutions. This hands-on experience gives him a deep understanding of the operational challenges faced at the frontline and the strategic opportunities available at the enterprise level.
His approach emphasizes automation of simple, repetitive tasks—freeing staff to provide higher-value guidance and personalized service. From reimagining in-branch experiences to optimizing digital sales funnels and contact center operations, Cody has partnered with credit unions nationwide to deliver strategies that improve efficiency, enhance member satisfaction, and drive growth.
