About the Company
Coconut Software is transforming how banks and credit unions engage with their customers. With a centralized, service engagement platform, financial organizations can optimize their workforce with real-time insights into sales and support interactions, while providing an effortless customer experience across all touchpoints, whether online, in-branch, or through the contact center.
Coconut Software is transforming how banks and credit unions engage with their customers, and how customers engage with them. By ensuring that the right staff member is available at the right time and the right place to meet their needs, Coconut Software’s solutions enable banks and credit unions to drive more branch sales and increase member loyalty while providing customers with a streamlined and personalized experience. With a centralized, service engagement platform, organizations can optimize their workforce with real-time insights into sales and support interactions, while providing an effortless customer experience across all touchpoints, whether online, in-branch, or through the contact center.
Optimize staff performance and increase branch sales with Coconut Appointment Management.
Efficiently manage branch traffic flow and improve member experience with Coconut Lobby Management.
Eliminate appointment booking inefficiencies and reduce staffing costs with Coconut Contact Center.
Centralized Booking: Improve efficiency by centralizing the management of multiple locations, staff, and services in one platform, gaining visibility into member engagement with real-time reporting.
Self-Serve Scheduling: Grow your membership with new business and improve retention by providing an always-on, online, self-serve booking channel that also promotes your array of services.
Contact Center Optimization: Decrease workforce costs by improving efficiencies & reducing wasted time by allowing representatives to book appointments in just a few simple clicks.
Check-In: Improve communication and decrease member wait time in the lobby by allowing members to let you know when they have arrived (or if they’re running late) with real-time check-in.
Configurable Branding: Increase brand recognition with tailored branding and messaging across the entire customer journey, from landing pages to notifications.
Automated Emails and SMS Notifications: Reduce no-shows by confirming appointment details beforehand and sending appointment reminders.
Real-time Performance Reporting: Access valuable business insights through centralized reporting to help measure performance and trends.
Booking Shortcuts: Eliminate email tag and personalize the experience with direct links to staff, services and locations in emails and promotional materials, ensuring that members can book exactly what they need with ease.