The power of relationships as the real revenue driver

Our Vision

To create a world where time is well spent.

Human connection,
made effortless.

Our Mission

Build Intelligent Branch Solutions that deliver the outcomes financial institutions care aboutstreamlining operations, enhancing customer experiences, and empowering staff to focus on what matters most.

Our Commitment

We are committed to delivering a five-star experience along with secure, intuitive, and reliable software in order to maximize resourcing of your bankers and enhance your customer experience.

We’re backed by some incredible investors

Meet Our CEO,
Katherine Regnier

Katherine Regnier is the Founder and CEO of Coconut Software, a leading Customer Engagement Platform for financial institutions. She has successfully guided the company to now serve over 200 banks, including major clients like Royal Bank of Canada, US Bank, Capital One, Vancity, Navy Federal, and M&T Bank.

Under her leadership, the company has been recognized on the Deloitte Technology Fast 50, Globe and Mail’s Ranking of Canada’s Top Growing Companies, and has received accolades for its corporate culture from Great Place to Work and Waterstone.

Company
News

Visit the Coconut News hub for our latest announcements, milestones, and media coverage—highlighting how our team is always driving innovation and making waves across the sector.