“The setup and configuration with Episys was very straightforward. The documentation provided by Eltropy was very thorough and explained the setup process in detail, which made this one of the easiest SymXchange configurations we’ve had to do for a vendor.”
Send an automatic text to welcome new members after an account is opened and recorded in your core system.
When a member texts to join opt-in list, record information in your core system or any other system of record.
When fraud is detected, send an automatic text and record the response.
Collect payment due by sending reminder texts – record replies, send overdue payment notices, and more.
Make your members feel part of your CU family with special birthday or anniversary wishes.