Efficient Digital Client Engagement.

How it works

Retain Clients

With Eltropy, wealth managers use the messaging apps that their clients prefer (even traditional email) to keep them engaged with secure 2-way digital conversations. Real-time notifications alert you as clients interact with the information you share and - just as importantly - when they don’t.

Deepen Client Relationship

As wealth managers share information through digital conversations with clients, Eltropy closes the loop with every detail - clicks, time spent, device information, and other data. Streams of clean, structured client activity data enable predictive analysis and recommendations of additional offerings.

Serve More Clients

Digital conversations enable wealth managers to scale the number of clients they serve by reducing manual tasks. Closed loop messages and real-time notifications replace follow-up phone calls and emails. API integrations replace manual data entry into CRM and archiving/compliance systems.

Relax — let us automate your customer experience!