CEO and Co-founder of Eltropy Ashish Garg chats about his passion for serving in the CFI space, bridging the communication gap between members and their financial institutions, and how powerful texting can be when utilized as part of a secure and integrated conversation platform.

Key Takeaways

  1. Boosting Member Experience with Digital Channels of Their Choice
    Conversations are at the core of making the member experience exceptional. Ashish highlights how a digital conversations platform, embedded within the digital banking app of said FI, enables those members to start conversations on video, voice, text, secure chat; whatever channel of communication works best for them to solve their inquiry.
  2. AI Everywhere: How to Blend it Without Alienating Members
    Adding AI into your CFI doesn't mean your conversations have to be less human. In fact, if you're working with the right AI partner, it should be the exact opposite. Ashish breaks down how AI helps in two major ways. First, it automates the simpler transactions, such as finding routing numbers or checking account balances. In addition, it allows agents to be trained for more complex inquiries by freeing up time and works side by side with those agents to provide funding for a home loan, resolving late-stage delinquency, and more.
  3. Why Eltropy Went to VentureTech
    The 'Shark Tank' for credit unions. Ashish speaks about our love for VentureTech, why it's an honor to get to chat with the industry leaders in the credit union space, and what other credit unions and vendors can gain from coming.