Always-on Appointment Scheduling for Your Branch and Virtual Appointments.
Appointment Management Designed for Enterprise
Real-Time Calendar Sync
- Stay in sync with everyone’s calendars by viewing staff availability in real-time.
- Avoid double bookings and missed meetings as the system automatically updates staff availability to prevent scheduling conflicts.
Rich Customization and Video Appointments
- Customize appointment types, service categories, branches, agents, and languages for a personalized experience.
- Get a fast start with video appointments—members’ preferred channel—with out-of-the-box integration with Eltropy Video Banking.
Reporting & Analytics
- Identify peak appointment times and allocate resources accordingly.
- Reduce member wait times and improve overall satisfaction.
- Delve deep into appointment data, branch efficiency, and valuable traffic information to enhance your service offerings.
On a scale of 1-10, the competitors we saw might’ve been a 5, and Eltropy Platform was a 10+. For us, it was so easy to use, we just turned it on and were off and running.
Pete VanGraafeilandSVP, Member Services 
Whether it's a new user we're introducing to the platform or an old user who's learning new features, we all agree that Eltropy has been such an easy platform for our team to use. It’s so intuitive.
Sean ChambersChief Operating Officer 
Eltropy helped us digitally connect members with branch, lending, collection, and contact center associates using one singular solution across all channels.
Kent LugrandPresident & CEO 
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All the Tools You Need in One Place
Automated Reminders and Follow-Ups
- Pre-send appointment details to members/customers to ensure they are prepared.
- Reduce no-show rates and missed appointments with automated reminders and confirmations.
- Automate post-appointment follow-ups to collect feedback, reviews, surveys, and more.
Custom Appointment Booking Links
- Create custom booking links for websites, marketing campaigns, and email signatures.
- Enable contact center agents, loan officers, and others to send tailored links to book appointments during live text, chat, or phone conversations.
Custom Branding
- Reflect your unique brand experience in your scheduling system.
- Eltropy enables color, font, and logo customizations to align your booking process with your brand’s aesthetic.
Automatic Timezone Conversion
- Book appointments effortlessly, regardless of their location, without worrying about time discrepancies.
The Power of Total Branch Solutions
- Integrate Eltropy’s lobby management, appointment management, reputation 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.
