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Presenter Profile:

How they describe themselves: The Eltropy SaaS platform improves share of wallet, client acquisition and productivity of client-facing teams in banks, financial services and insurance firms.

Our customers leverage our content delivery, automation, alerts, and compliance flows to connect corporate teams, advisors, salespeople and clients through the messaging apps that they prefer most.

In addition to client engagement, Eltropy also makes internal processes digital by automatically updating Salesforce, Microsoft Dynamics and other existing systems with structured, client-generated data for predictive analytics.

Eltropy has a growing client base in 23 countries around the world.

How they describe their product/innovation: Eltropy is a conversational commerce platform for financial services firms.

HQ groups engage and train client-facing employees. Marketing engages clients on behalf of salespeople and advisors. Salespeople and advisors conduct digital conversations with clients from Salesforce, Microsoft Dynamics, Outlook, iMessage and other apps. Eltropy archives these digital conversations and analyzes them to recommend next steps.

Eltropy, equally importantly, addresses the changing needs of today’s digitally-empowered clients, who want information at their fingertips, at any time and to communicate over text and other messaging platforms.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed

Contact

Bus. Dev.: Gayathri Kalyanaraman, Business Development Director, gayathri@eltropy.com
Press & Sales: Troy Pittock, VP Sales, troy@eltropy.com, 650-906-8575