Coconut Software

At Coconut, we build exceptional products that are game-changers for financial institutions. We’re simplifying how banks and credit unions connect with their customers and members. We're the leading provider of appointment scheduling and lobby management solutions for financial institutions.

Coconut lets clients connect with the right staff in fewer steps—whether they’re requesting a virtual call or visiting a physical branch—so they spend more quality time with your team (and less time in a lineup or a call queue).

Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates.

Solutions:

• Credit unions: Appointment and lobby management softwares. Provide an exceptional experience—either in person or digitally—with our all-in-one solution, designed specifically for financial institutions.
• Community Banks: Provide a customized experience (either in person or digitally) to enhance customer engagement with our all-in-one engagement platform. Speed up revenue generating opportunities, balance workforce efficiency, and deliver key insights that community banks cannot capture through their calendars or CRMs alone.
• National & Regional banks: Schedule, measure, and manage your staff, prospect & customer interactions in one place. Give your customers and staff the frictionless, omnichannel experience they deserve.

Self service solutions:

• Appointment booking
• Queue