Eltropy

Customer Engagement

Industry's First Agentic AI Platform For Community Financial Institutions

The industry's first agentic-AI platform for community FIs—unifying SMS, video, voice, chat, and co-browsing with FFIEC-compliant archiving—trusted by 750+ community FIs.

• Founded: 2016
• Headquarters: Santa Clara, CA, USA
• Ownership: Private (K1-backed)
• Funding / valuation: ~$25M+ Series A (2022)
• Serves: Both — community focus — Community (750+ FIs)
• Notable customers: 750+ community FIs
• Core integrations: Jack Henry (Symitar, SilverLake), Fiserv, FIS, DNA, Episys
• Capabilities: Voice+ (CCaaS); Text Messaging; Secure Chat; Video Banking; Video Verify; Appointment Management

Compliance watch-outs

High-velocity SMS, WhatsApp, and chat carry TCPA consent, Reg E timing, and state-licensing obligations that benefit from added review.

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