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CFI’s quickly generate additional revenue with Eltropy’s Appointment management platform

Deliver excellent member experience while helping book more meetings and sell more products

Lehi, Utah, October 28, 2022 — Managing member appointments can be difficult for CFIs.  Most CFIs have a goal to provide agents with more time to focus on the needs of the customers and grow revenue which is why Eltropy has released a robust appointment management platform exclusively for the unique needs of CFIs. Eltropy’s appointment management platform allows CFIs to easily scale the number of customers they can serve which provides the opportunity to grow share of wallet through the cross-sell and up-sell of additional products to existing customers. 

Eltropy’s digital appointment management software is faster, more efficient and less prone to errors than conventional booking methods. CFIs can service more customers; for financial institutions, a mere 5% increase in customer retention can scale margins by 25% to 95%. CFI customers can access a wide range of self-service options based on the channel of their choice. 

One area that has noticed an increase in efficiency with Eltropy’s Appointment Management platform is call centers where agents can easily access multiple calendars at a glance, enabling agents to view booked appointments, availability, and future working hours. And resources can be organized and filtered across multiple branches and for numerous projects by providing real-time access to the scheduling information for video, mobile, chat and in-person resources for every branch. 

“CFIs who are utilizing our appointment management platform have immediately seen a reduction in missed appointments due to the extensive reminder system automatically built into the platform,” stated Ashish Garg, co-founder and CEO, Eltropy. “This has expanded opportunities to cross-sell and up-sell customers while delivering a seamless digital experience.”  Over 320 CFIs are already experiencing a 500% ROI across Lending, Collections, and Marketing. Interested CFIs are invited to connect with Eltropy to discuss the benefits of an appointment management scheduling platform for their specific institution.