Re-architect Your Branch Experience.
Deliver Modern Banking Revolution.

Building Better Branch, One Visit At A Time

Deliver faster, better, and easy access to your branch.

Offer your members self-service virtual check-in options, easy appointment booking, queue tracking, next-in-line alerts, video experts, and more for an always-on, always-available branch experience.

Empower and equip your agents to be more productive.

Offer your team smart features such as skill-based routing, virtual queues, document collection, video verification, AI-powered smart video blur, and advanced collaborative tools for enhanced productivity.

Identify and optimize enterprise-wide growth drivers.

Offer actionable insights (historical and real-time) to managers and executives to identify bottlenecks, optimize resources, improve member satisfaction, improve team productivity, and more. 

APPOINTMENT MANAGEMENT

Appointments. Simplified.

Achieve always-on, always-available appointment scheduling for your credit union and community bank.

Multi-channel Appointments

Enable members / customers to set up appointments – video, in-branch video, or on phone with minimal back and forth.

Personalize appointment booking with custom links – service category, meeting types, branch, agents, language and more.

Automate reminders and follow ups to reduce no-show rates and missed appointments.

Analyze appointment data both real-time & historical – to improve NPS, member wait times, agent allocation, and more.

Overview staff availability in real-time to prevent scheduling conflicts, enable best agent -member match (skill based routing) and more.

Integrates with Eltropy’s lobby management, reputation management, and in-branch video banking for a complete branch solution.

LOBBY MANAGEMENT

Queue Smarter. Serve Better.

Easily manage scheduled and walk-in lobby traffic for your credit union and community bank.
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.

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).

Enable visitors to skip the long wait time during peak hours through appointment scheduling at a future date or requesting callbacks.

Analyze branch traffic data both real-time & historical – to improve member wait times, agent allocation, and more.

Empower your branch manager with real-time insights on visitor arrival, traffic flow, wait times, purpose of client visit, service engagements, and more.

Integrates with Eltropy’s appointment management, reputation management, and in-branch video banking for a complete branch solution.

VIDEO BANKING

In-Branch Video Banking

Digitize and scale face-to-face interactions with video banking at your credit union and community bank.
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.

Enable complete branch solution at every branch & increase staff utilization by creating in-branch video rooms.

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 experience with features such as member ID verification, inviting other family members, document collection, eSign, check deposits, and more.

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.

Integrates with Eltropy’s lobby management, appointment management, and reputation management for a complete branch solution.

REPUTATION MANAGEMENT

More Reviews = More Revenue

Boost your online presence to attract more members & revenue to your credit union and community bank.
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.

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 requests via texts based on milestones achieved in your LOS – including MeridianLink, Encompass, Temenos and more!

Analyze appointment data both real-time & historical – to improve online presence, search results, and more.

Monitor and analyze online reviews for individual branches and in comparison to your competition.

Integrates with Eltropy’s lobby management, appointment 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.

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