Right-Size Your Branch
For Peak Performance & Efficiency
Video + Appointment & Lobby Management + AI
Reimagine Branches
Eltropy Branch Operations Suite transforms every branch into a full-service branch, optimizes staff utilization, improves the visitor experience & NPS scores, boosts branch ROI with Lobby Management, Appointment Management, Video Banking, and AI Assistant for the Branch.
Measurable impact
Trust the ROI
Eltropy orchestrates growth, optimizes performance, and delivers tangible value for 650+ credit unions and community banks. See how our customers are transforming their branches with our Branch Operations Suite.
60%
Increase in the number of accounts opened with In-Branch Video Banking
49%
Loans Funded through In-Branch Video
70%
Reduction in lost opportunities with In-Branch Video
84%
Growth in booked loans/loan applications
DO MORE WITH LESS
Eltropy Branch Operations Suite
What's Included?
Branch Utilization Analytics and Insights
In-Branch Video Banking
Lobby Management
Appointment Management
AI Assistant for Branch Staff
Text Messaging
An additional fee is applicable for integrations and add-ons.
Integrations and Add-ons Available
Loan Origination Systems
Account Opening Systems
E-Sign Systems
Reputation Management
Growth. Experience. Impact.
Analytics and Insights
Traffic insights create 20% service improvement efficiency
Get holistic branch insights—traffic data, appointment volumes, service type, and more—to cut costs, optimize peak/non-peak hours staffing, enable the best visitor-expert match, and improve the overall visitor experience.
Appointment Management
Accommodate member schedules, maximize staff utilization
Maximize staff utilization by aligning staff allocation with service request types, reducing manual tasks (automated routing & selfservice), and avoiding double bookings (realtime calendar sync). Reduce visitor no-show rates with easy appointment scheduling/rescheduling, automated reminders, and virtual appointment options via phone or video.
AI Assistant for Branch Staff
90% query containment from branch staff to back office/experts
Reduce staff training & turnover with ChatGPT-like AI Assistant that helps your staff answer visitor questions from your documents [policies, procedures, training manuals, etc.] quickly and accurately. Also helps maintain compliance and improve visitor experience/ NPS scores.
In-Branch Video Banking
Reduce branch walkouts/lost opportunities by 70%
Transform every branch into a full-service branch with In-Branch Video rooms or kiosks. Visitors can access experts in a personalized setting at any branch, and experts can serve multiple branches from anywhere (“Anywhere Staffing”).
Lobby Management
Reduced wait times & 30% boost in visitor satisfaction with remote check-ins
Enable branch visitors to check in/ join the branch queue remotely or at an on-site kiosk. Visitors receive next-in-line alerts and live queue updates via Text or on the kiosk. Optimize staff utilization and member experience with insights from lobby traffic data, scheduled appointment volumes, service type requests, and more. Reduce branch walkouts and wait times.
DELIVER UNPARALLALED
Growth. Experience. Impact.
Analytics and Insights
Traffic insights create 20% service improvement efficiencyGet holistic branch insights—traffic data, appointment volumes, service type, and more—to cut costs, optimize peak/non-peak hours staffing, enable the best visitor-expert match, and improve the overall visitor experience.
Appointment Management
Accommodate member schedules, maximize staff utilizationMaximize staff utilization by aligning staff allocation with service request types, reducing manual tasks (automated routing & self-service), and avoiding double bookings (realtime calendar sync). Reduce visitor no-show rates with easy appointment scheduling/rescheduling, automated reminders, and virtual appointment options via phone or video.
AI Assistant for Branch Staff
90% query containment from branch staff to back office/expertsReduce staff training & turnover with ChatGPT-like AI Assistant that helps your staff answer visitor questions from your documents [policies, procedures, training manuals, etc.] quickly and accurately. Also helps maintain compliance and improve visitor experience/NPS scores.
In-Branch Video Banking
Reduce branch walkouts/lost opportunities by 70%Transform every branch into a full-service branch with In-Branch Video rooms or kiosks. Visitors can access experts in a personalized setting at any branch, and experts can serve multiple branches from anywhere ("Anywhere Staffing").
Lobby Management
Reduced wait times & 30% boost in visitor satisfaction with remote check-insEnable branch visitors to check-in/join the branch queue remotely or at an on-site kiosk. Visitors receive next-in-line alerts and live queue updates via Text or on the kiosk. Optimize staff utilization and member experience with insights from lobby traffic data, scheduled appointment volumes, service type requests, and more. Reduce branch walkouts and wait times.
