Digital Transformation: Eltropy Integrates with Portico from Fiserv for Streamlined Credit Union Member Engagement

Eltropy, the digital conversations platform for community financial institutions (CFIs), today announced its integration with Portico® from Fiserv, a full-service account processing platform.

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

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.”

Portico offers open architecture and robust features, “empowering credit unions to meet evolving member demands while positioning themselves for future success.”

Eltropy’s integration with the Portico core infrastructure “enables credit unions and community banks to leverage text messaging and other communication channels directly within their member interface, delivering exceptional member experiences and improving operational efficiencies.”

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 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.”

Vanessa Stock, VP of Product Management & Strategy for Credit Union Solutions at Fiserv, said:

“Integrating Eltropy’s innovative messaging capabilities into our Portico core banking platform allows credit unions to streamline communication and enhance member engagement. Messages can now be sent directly from the application, cutting call center wait times and building stronger member relationships.”

Jason Smith, VP of Strategic Partnerships at Eltropy, said:

“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. 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.”

Looking ahead, 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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