Coconut Software

The leading provider of appointment scheduling and lobby management solutions for financial institutions.

[Coconut Software @CoconutSoftware]

“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.
https://t.co/PtsOgRNjrV

[Forbes @Forbes]

It seems some financial institutions have lost sight of the key to attracting and retaining customers: easy access to real people for financial advice. https://t.co/U2ns0WYJ1F
Sponsored By @CoconutSoftware

[Coconut Software @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."

[Forbes @Forbes]

Financial institutions (FIs) who provide an even mix of online and offline service offerings are more likely to report higher client satisfaction. https://t.co/bKDqePSPDV Sponsored By @CoconutSoftware

[Coconut Software @CoconutSoftware]

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

[Coconut Software @CoconutSoftware]

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 https://t.co/nhOYNI6D6T

[Coconut Software @CoconutSoftware]

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! https://t.co/tbebTzfz18 #RBTUSA

[Coconut Software @CoconutSoftware]

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.
https://t.co/hp5VBcHLIQ

[Coconut Software @CoconutSoftware]

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. https://t.co/EORUpetIRb

[Coconut Software @CoconutSoftware]

🌟 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

[Coconut Software @CoconutSoftware]

The Coconut Crew is headed to Future Branches Boston next week. Visit booth #207 or grab yourself a Coconut cup from a hydration station. https://t.co/1smbkUQ3SI #futurebranches #appointmentscheduling #banking

[Coconut Software @CoconutSoftware]

A comprehensive guide for those exploring queue management solutions in their bank or credit union. https://t.co/u3ELBbH93a

#banking #memberexperience #customerexperience #queuemanagement

[Coconut Software @CoconutSoftware]

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 https://t.co/nhOYNI6D6T

[Coconut Software @CoconutSoftware]

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. https://t.co/ntxTUv3Cad https://t.co/sDTwyb2aNf

[Coconut Software @CoconutSoftware]

“Before working with Coconut, we needed to find a newer, better way to engage with our members.”

Watch to hear more https://t.co/SZ7dZSe9k2

[Maria Pacurar @MPacurarM]

After witnessing the impressive demonstration of @CoconutSoftware at #CUTF2023 in the Atlantic Fintech Showcase I wish my bank would adopt it widely! #CanadianFintech https://t.co/Rh1fUBo5PV

[Coconut Software @CoconutSoftware]

Tips and techniques for reducing lines and wait times in your financial institution–including tools and virtual options.
https://t.co/FyM0V8zgjH
#banking #memberexperience #customerexperience #queuemanagement

[Coconut Software @CoconutSoftware]

Tips and techniques for reducing lines and wait times in your financial institution–including tools and virtual options.
https://t.co/FyM0V8yIu9
#banking #memberexperience #customerexperience #queuemanagement

[Coconut Software @CoconutSoftware]

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

[Coconut Software @CoconutSoftware]

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 https://t.co/nhOYNI6D6T

[Coconut Software @CoconutSoftware]

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. https://t.co/D2AnMsnt6l
#banking #memberexperience #customerexperience #queuemanagement