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Eltropy integrates with Fiserv to enhance credit union engagement

By Delisha Fernandes

November 09, 2023

  • account processing
  • Chatbot
  • Core Banking

Fiserv, Great Southern Bank, Financial Services, Financial Institutions, FinTech, DNA, DNAapps, Springfield, Missouri, USAEltropy, a digital conversations platform for community financial institutions (CFIs), has integrated with Portico from Fiserv, a full-service account processing platform.

This integration empowers credit unions utilising Portico to harness Eltropy’s technology, including advanced Text, Video, Secure Chat, co-browsing, screen sharing, and chatbot technology, all consolidated within a single platform.

“Integrating Eltropy’s innovative messaging capabilities into our Portico core banking platform allows credit unions to streamline communication and enhance member engagement,” said Vanessa Stock, VP of Product Management & Strategy for Credit Union Solutions at Fiserv. “Messages can now be sent directly from the application, cutting call center wait times and building stronger member relationships.”

With Eltropy’s technology, credit unions can sync contacts effortlessly, send promotional texts, and engage in personalized one-on-one conversations. The integration with Portico also fosters secure and efficient interactions across crucial credit union departments such as lending, collections, sales, marketing and internal communication—driving operational excellence and member engagement.

The highlight of the partnership is the introduction of the nightly member sync-up feature, offered exclusively by Eltropy. This sync-up allows credit unions to effortlessly pull member data into Eltropy’s platform, providing comprehensive insights and a unified view of member interactions. By integrating member data with Eltropy’s Digital Conversations Platform, credit unions enhance member segmentation and drive member satisfaction and loyalty.

“This partnership with Fiserv allows us to boost efficiency and improve communication capabilities and security – including two-factor authentication – for even more community financial institutions,” said Jason Smith, VP of Strategic Partnerships at Eltropy. “This integration has the potential to elevate member engagement across all channels, equipping credit unions with the tools they need to thrive in today’s competitive landscape.”

Eltropy plans to further enhance the partnership by implementing alerts and opt-in and opt-out tracking capabilities. These advancements will continue to equip credit unions with a comprehensive suite of tools to elevate their member engagement strategies and drive exceptional results.

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