Next Generation Business Text Messaging Designed for CFIs

Strengthen relationships with swift, friendly, and convenient “always-on” two-way communication channel that members love.

A Text Messaging Solution that talks your language

Eltropy Text messaging is tailored for CFIs, offering seamless out of the box integrations with over 35 systems, including Core, LOS, Collection, CRM and more.
Get conversational in your Text marketing with 2-way communication.
Seamlessly and simultaneously add Video, Voice, and Chat to Text conversations when needed.

Benefits of Texting

Discover the Power of Unity

Offer consistent experiences, streamline operations, and reduce complexity for your staff and customers.
1:1 Texting
1:1 Texting feature enables direct and personalized communication between your employees and customers, without sharing personal phone numbers. With 1:1 Texting, loan and collections officers get faster responses back from the clients. When deployed as part of members’ service channel, it is like putting members’ service in the pocket of your members.
With automated Texting, send automatic alerts, notifications, payment updates, loan statuses, and reminders to members. A response to the alerts can be routed to the right departments and employees with Skill-Based Routing.
Use 1:Many Text Campaigns to generate more business, provide member updates, and emergency communication to employees and members.
With built-in opt-in lists, sending compliant promotional messaging is a breeze. Easily import existing contact lists from other systems.
Add images to make your promotional messages pop. Schedule campaigns for maximum impact.
When Texting, Text from a department or team number and handle the responses collectively as a team. If a team member is out of office, let other team members handle the queries and service your customer without missing a beat using automated routing.
Combine the ease of 1:1 Texting with power of 35+ automation integrations with Core, LOS, Collections, CRM and many more systems.

Features of Texting

Keep Loans Moving & Members Happy!

Offer consistent experiences, streamline operations, and reduce complexity for your staff and customers.
Diversify Lending Communication
Stop playing phone tag and sending unending follow-up emails, instead stay in touch with your members throughout their loan journey on their preferred communication channel- text, call, chat, video, and branch.
Allow members to schedule loan application meetings in-branch or at-home, right from your website using Eltropy total branch solution to eliminate long waiting queues and improve customer service.
Minimize drop-offs by keeping your members engaged & informed of their loan processing milestones with automated reminders and notifications sent directly from your Loan Origination System (LOS) integrated with Eltropy.
Maximize lending officers’ expertise utilization and align with the preferences of digitally savvy members by enabling virtual engagements with loan officers using Eltropy’s in-branch video, and other collaborative capabilities.

Return on Investment

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.

100%

drop in delinquency in just the first Month

95%

Reduction in loan approval times, applications completed in <10 Mins

$30M

Funded consumer loans and 1700 specialty accounts opened in <12 months

40X Faster

Document collection

100%

drop in delinquency in just the first Month

95%

Reduction in loan approval times, applications completed in <10 Mins

$30M

Funded consumer loans and 1700 specialty accounts opened in <12 months

40X Faster

Document collection

Expedite Loan Document Collection
Streamline the document collection process by integrating secure document collection and signing solutions such as DocuSign and IMMeSign, eliminating tedious back-and-forth communication and enhancing efficiency.
Send payment reminder alerts and enable secure, swift, and convenient payment transactions by integrating collection systems, payment systems, LOS, and more with Eltropy unified conversation platform and integrations.
Provide loan officers and agents with real-time knowledge support through a ChatGPT-like interface that allows them to swiftly assist members with applications and answer loan questions, enhancing the overall customer service experience.
Collect positive reviews when members are likely to be happiest such as loan closings, on the platforms that matter to you through Eltropy Reputation Management to boost your online reputation which in turn brings more members

Partners & Integrations

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
Scroll to Top

Eltropy AI Certification

Powering Your Workforce
Internal AI Assistants & Intelligence

Beginner Friendly | All Departments | All Roles

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!)

BYOB [Build Your Own Bot]
Designing Member-Facing AI Agents

Beginner Friendly | All Departments | All Roles

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!)

Texting Strategy Playbook for
Credit Union Leaders

Eltropy Networking Dinner
at Temenos Regional Forum 2025

THURSDAY, 29 MAY 2025

Eltropy Networking Dinner
at Temenos Regional Forum 2025

WEDNESDAY, 28 MAY 2025

How to Download & Set Up ?

  1. To get started, Download & Run App Installer File.
  2. Follow the on-screen instructions to complete the installation process.
  3. Add your Eltropy instance links.
  4. Log in and start using the app.

Claim Your AI Certificate!

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, 24 Willie Mays Plaza, San Francisco, CA 94107

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, 100 Channel Street 17th Floor, 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:  43 1/2 , Fisherman’s Wharf, San Francisco, CA 94133

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


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: Group 1 5:30 PM & Group 2 6:00 PM 
📍 Location: 1268 Valencia Street, Group 1 no later than 5:20 PM, Group 2 no later than 5:50 PM

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.

Let's Talk