Top-rated by
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.
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.
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.
Offer smart features such as skill based routing, virtual queues, document collection, video verify, AI-powered smart video blur, and more for enhanced productivity.
Offer historical and real-time actionable insights to help them identify bottlenecks, optimize resources, and improve member and agent satisfaction.
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.
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.
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.
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.
Self-service Check-in
Eliminate physical wait lines through in-branch check-ins and real-time queue position visibility – when members are en route or using an on-site kiosk.
Simplified Booking
Make it easy for members/ customers to set up appointments – video, in-branch video, or on phone with minimal back and forth communication.
Banking At Home
Offer face-to-face-like video meetings to your digital-first members or members who can’t or don’t want to visit the physical branch.
On-demand Experts
Make your experts available anytime, anywhere to your members—another branch, ITM, mobile app, or website via video meetings.
Reduce Workload
Facilitate member self-service check-in, appointment scheduling, and queue tracking to relieve agents of mundane administrative tasks.
Reduce No-shows
Automate reminders and follow ups to reduce no-show rates & missed appointments or use video meetings when members can’t make it to the branch.
Virtualize Expertise
Make your best agents and experts available anytime, anywhere they are needed—another branch, ITM, mobile app, or website via virtual or in-branch video meetings.
Review Collection
Collect reviews when members are likely to be happiest such as loan closings, on the platforms that matter to you through a text message.
Lean Branch
Enable complete branch solution at every branch & increase staff utilization via virtual or in-branch video meetings.
Improve Conversion
Use skill based routing to match members/ customers with the best agents/ experts in the branch or through video to improve member experience and conversion.
Optimize Branch
Track key metrics real-time and historical to identify potential bottlenecks and areas for improvement for addressing them proactively.
Improve Satisfaction
Monitor agent performance and customer satisfaction levels (CSAT) to identify areas for improvement.
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