Join us for the 2022 Eltropy + POPi/o Leadership Summit!

We’ll be discussing Eltropy’s recent acquisition of POPi/o, and our shared commitment to bringing you the best Digital Communications Platform on the market. Find out how this will enhance the capabilities of our solutions and help you deliver personalized digital experiences to consumers wherever they are. Hear from customers who have found success using our platform, and learn what the future holds for our unique solutions!

Agenda

All times are MDT

October 11, 2022

• Travel to Utah
• 12:00 PM – 5:00 PM Participate in Resort or Nearby Activities:
  Tennis Courts, Giant Chess & Shuffleboards, Miniature Golf, Sand Volleyball, Lounge area with pool table and chess tables, Pools & Hot Tubs, Carousel, Golf-Homestead Course, Fly Fishing on the Blue Ribbon River, Hiking, Mountain Biking, Spa
• 5:30 PM Registration (outside of the Grindelwald Room, 2nd Floor)
• 6:00 PM Welcome Dinner (Grindelwald Room, 2nd Floor)

October 12, 2022

• 8:00 AM- 9:30 AM Breakfast (Grindelwald Room, 2nd Floor)
• 9:30 AM – 9:45 AM Welcome & Opening Remarks: Dave Norton, CRO, Eltropy
• 9:45 AM – 10:30 AM Opening Session: Better Together, Ashish Garg, CEO, Eltropy
• 10:30 AM – 11:45 AM Session: Thriving Through Disruption – Establishing Best Practices During the Shift to Digital
  • Learn to optimize staffing by delivering services through digital channels
  • See how financial institutions are offsetting the labor shortage
  • Discover new ways to use technology to your advantage
• 11:30 AM – 12:30 PM Lunch (Interlaken Room)
• 11:30 AM – 12:30 PM Live Demos (St. Moritz Room)
  • Prasad Shrotri: Reputation Management, Appointment Manager
  • Chris Harline: Eltropy Omnichannel Demo (Marketing, Collections, Lending)
  • Tim Pranger: Live Observe, Mobile Co-Browse, and Video Notary
• 12:30 PM – 1:30 PM Session: Chasing the Elusive Amazon Banking Experience – Jordan Wright, Co-Founder & CEO of Atomic
• 1:30 PM – 2:15 PM Session: A Proactive Approach – Increase Your Loan Portfolio and Engage Digitally to Prevent Delinquency in Collections
  • Hear how you can drive loans through convenient digital channels
  • Discover processes that save time and make the experience more convenient
  • See how effective digital channels mitigate abandonment
  • Find out how text engagements reduce delinquency rates
  • See how charge-offs and similar scenarios can be prevented
  • Discover how you can drive engagement and get faster responses
• 2:15 PM – 2:30 PM Break
• 2:30 PM – 3:15 PM Session: The Future of AI in CFIs – Presented by Murali Mahalingam (AI Demo)
• 3:15 PM – 4:15 PM Session: Banking on Digital Transformation, Wade Arnold, Founder, Banno and MOOV
• 4:30 PM – 6:30 PM Personal Time & Networking
• 6:30 PM – 8:30 PM Celebration Dinner with Music

October 13, 2022

• 8:30 AM – 9:15 AM Breakfast (Grindelwald Room, 2nd Floor)
• 9:15 AM – 9:30 AM Welcome & Day 1 Recap: Kaitlin Ramos, Director of Customer Success, Eltropy
• 9:30 AM – 10:15 AM Session: Digitize and Thrive During Uncertainty, Dave Hall, VP, Innovation Consulting Services
• 10:15 AM – 11:30 AM Session: Eltropy + POPi/o Product Road Map, Jed Taylor, CPO, Eltropy
• 11:30 AM Closing Remarks: Ashish Garg, CEO, Eltropy and Dave Norton, CRO, Eltropy
• 11:30 AM – 12:30 PM Grab & Go Networking Lunch
• 11:30 AM – 12:30 PM Live Demos (St. Moritz Room)
  • Prasad Shrotri: Reputation Management, Appointment Manager
  • Chris Harline: Eltropy Omnichannel Demo (Marketing, Collections, Lending)
  • Tim Pranger: Live Observe, Mobile Co-Browse, and Video Notary
• 12:30 PM Leadership Summit Adjourns
• 1:oo PM Optional trip to Lehi office

All meals will be provided by Eltropy + POPi/o