Coconut Software

“Digitizing our services would make life easier for our customers while helping us achieve our growth targets.” Learn how Arvest Bank gave customers a convenient, self-service option for scheduling meetings. coconutsoftware.com/success-storie…

It seems some financial institutions have lost sight of the key to attracting and retaining customers: easy access to real people for financial advice. on.forbes.com/6014PBAKO Sponsored By @CoconutSoftware

"Yolo FCU proves this every day by allowing members to pre-schedule quick appointments online for simpler transactional services such as withdrawals, deposits, wires, savings bonds, card and account maintenance, and more."

If you're at Future Branches Boston this week, come say hi! You'll find us (and some special refreshments) at booth #207 🥥 We're also sponsoring the hydration stations so make sure to grab yourself a new Coconut cup. #futurebranches #appointmentscheduling

Lesson 6: Building a data foundation doesn’t need to be complicated. All that’s needed is to identify important metrics & formalize how you collect them. Create a data catalog using the tracking spreadsheet template. Register to access our 6 week course go.coconutsoftware.com/l/880082/2023-…

Catch us at Retail Bank Transformation for the Optimising the Customer Experience panel. Learn key strategies banks can deploy to align with the digital age & provide the best customer experience. Say 👋 to the Coconut Crew in the exhibit hall! global.aite-novarica.com/rbt23 #RBTUSA

Implementing appointment and queue management software is your first step toward improving the client and staff experience. Here's a handy launch kit, full of advice, checklists, and a roadmap for making your launch a success. coconutsoftware.com/resources/appo…

Kemba FCU launched an appointment software - Over the course of one year, it increased its membership 6% and loans 13%. Discover more research-backed trends and real-life examples of inspiring banking experiences from successful financial institutions. coconutsoftware.com/resources/bank…

🌟 We're thrilled to share that our Coco-Leaders have completed the Prosci Change Management Training! 🎓 Equipped with the latest insights and methodologies, our Coco-Leaders are now poised to drive effective organizational change. #ChangeManagement #LeadershipDevelopment

The Coconut Crew is headed to Future Branches Boston next week. Visit booth #207 or grab yourself a Coconut cup from a hydration station. coconutsoftware.com/mini/meet-coco… #futurebranches #appointmentscheduling #banking

A comprehensive guide for those exploring queue management solutions in their bank or credit union. coconutsoftware.com/blog/banking-q… #banking #memberexperience #customerexperience #queuemanagement

Lesson 5: Driving change requires marketing to two distinct groups: your customers/members and your employees. Use the tactic list template to create a promotion plan for your new appointment scheduling process. Register to access our 6 week course go.coconutsoftware.com/l/880082/2023-…

Banks delivering outstanding customer experiences are weaving digital & physical channels together. In this article, we'll explore 3 ways they're doing this, along with 7 experience examples pulled from market leaders. americanbanker.com/partnerinsight… americanbanker.com/partnerinsight…

“Before working with Coconut, we needed to find a newer, better way to engage with our members.” Watch to hear more coconutsoftware.com/success-storie…

After witnessing the impressive demonstration of @CoconutSoftware at #CUTF2023 in the Atlantic Fintech Showcase I wish my bank would adopt it widely! #CanadianFintech coconutsoftware.com

Tips and techniques for reducing lines and wait times in your financial institution–including tools and virtual options. coconutsoftware.com/blog/blog-how-… #banking #memberexperience #customerexperience #queuemanagement

Tips and techniques for reducing lines and wait times in your financial institution–including tools and virtual options. coconutsoftware.com/blog/blog-how-… #banking #memberexperience #customerexperience #queuemanagement

Congrats Syzl and co-founder Azrah Mani-Savin for taking home the UP23 Charity Blackjack Table winner’s choice sponsored by Coconut. We’re excited to give back and support startups across the prairies. #BestWorkplacesforGivingBack2023 #cococares #startups

Lesson 4: Your post-appointment workflow is just as important as the meeting itself. Get it right, and you’ll keep customers and members informed, engaged, and delighted. Register to access this lesson & more in our 6 week course go.coconutsoftware.com/l/880082/2023-…

How to handle queues in your bank or credit union? Our post includes how modern financial institutions are changing the game to meet client needs – but also operational efficiency goals. coconutsoftware.com/blog/blog-queu… #banking #memberexperience #customerexperience #queuemanagement