Video Banking

Eltropy Video Banking is a secure, omnichannel solution designed for credit unions and community banks to deliver high-touch, face-to-face service remotely. Fully integrated into Eltropy’s Unified Conversations Platform, it enables institutions to complete complex financial interactions—such as account openings, loan approvals, and consultations—without requiring in-branch visits. It empowers staff to serve consumers anywhere, improving access, efficiency, and member satisfaction.

Features

• Real-time ID verification and fraud prevention
• Co-browsing and screen sharing
• Secure document collection and e-signature
• In-branch video rooms and remote access
• Skill-based routing and queue management
• Visual authentication indicators
• Browser-based video calls with no downloads
• Integration with Core, CRM, LOS, and other systems
• Recording and transcription support
• Mobile, tablet, and desktop compatibility
• Multi-agent support and pre-connect waiting rooms
• Custom branded experience and analytics dashboard

Capabilities

• Remote Service Delivery: Enables staff to assist consumers with loans, accounts, and support from any location.
• Unified Engagement: Combines video with other channels like text and chat for seamless member journeys.
• Compliance & Security: Built-in tools for ID verification, secure recordings, and e-notary ensure regulatory adherence.
• Scalable Operations: Supports centralized staffing across branches, reducing overhead and improving utilization.
• Personalized Interactions: Facilitates expert consultations and onboarding with human touch and digital convenience.
• Accessibility Expansion: Bridges service gaps in rural and underserved areas through virtual banking.

Benefits

• Increased Reach: Serves members beyond physical branches, expanding access and reducing abandonment.
• Higher Conversion Rates: Boosts account openings and loan approvals with guided, real-time support.
• Improved Member Experience: Delivers empathetic, face-to-face service on any device, anytime.
• Operational Efficiency: Optimizes staffing and reduces friction in high-trust transactions.
• Fraud Reduction: Minimizes risk with visual authentication and secure document handling.
• Crisis Resilience: Maintains service continuity during emergencies or branch closures.