Kelly

WP-Blog-Hero-Digital-Banking-Initiatives
By Kelly Wilson in Customer Experience Marketing Operations - May 15, 2019

3 Digital Banking Initiatives to Increase Branch Traffic

Streamline workflows, boost loyalty, and increase productivity. Discover how appointment management solutions eliminate operational inefficiencies.

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Coconut Software - Blog Hero - Walk-In Appointment Journey
By Kelly Wilson in Operations - May 2, 2019

Manage the Walk-In Appointment Journey

Give your customer experience and branch performance a boost with Coconut Lobby Management. The ‘phigital’ solution to mapping the customer journey.

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Coconut Software Blog Hero - Credit Unions Connect With Millenials
By Kelly Wilson in Customer Experience Marketing Operations - Mar 25, 2019

Customer Effort Score Explained, and How Banks and Credit Unions Can Enhance it

As a bank or credit union, your customers depend on you for their high-value financial needs, so you want them to be able to access your appointment scheduling channels as easily as possible in order to drive that additional revenue to your organization. In this blog post, we will discuss how you can improve your […]

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Coconut Software - Blog Hero - Optimize Website Call-To-Action
By Kelly Wilson in Marketing - Mar 10, 2019

6 Simple Ways to Optimize Your Website Calls-To-Action to Increase Appointment Volume and Revenue

In our last blog, we discussed how to increase the probability of customers successfully booking an appointment with your organization, by reducing the number of steps it takes to complete a call-to-action. To drive even more revenue-generating appointments through calls-to-action on your website, your organization can use appointment booking software to eliminate friction, track and […]

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Coconut Software - Blog Hero - Revenue Generating Appointments CTA
By Kelly Wilson in Marketing Operations - Feb 20, 2019

How to Instantly Increase Revenue Generating Appointments with Calls-to-Action

As a marketer at a financial institution, creating revenue generating appointments to fill your pipeline is a key part of the job. More and more, you’ve observed that your customers are looking to connect with your organization online, through a number of channels–mobile app, website, — and scheduling appointments is no exception. Customer behaviour has […]

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Coconut Software - Blog - Marketing to Millenials
By Kelly Wilson in Marketing Operations - Feb 13, 2019

How to Attract and Retain Millennial Customers

The norm of face-to-face interactions for banks and credit unions is beginning to shift with the introduction of millennial consumers. Because of this, banks and credit unions face a difficult issue; how do you attract and retain customers who want to minimize interaction, and crave an enhanced digital experience. Over the next 10 years, 75% […]

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Coconut Software - Blog Hero - Customer On-Boarding
By Kelly Wilson in Operations - Feb 6, 2019

How Can Customer On-Boarding Reduce Churn?

Increasing sales of your business products are great, but how successful are increased sales if customer churn rises with them? When customers buy a new product promising increased operational efficiencies within their organization, they sometimes forgo the customer on-boarding process because they do not have the time, or they were not aware that on-boarding for […]

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Coconut Software - Blog Hero - Appointment Scheduling Software Increases Revenue
By Kelly Wilson in Operations - Jan 30, 2019

How to Increase Revenue with Appointment Scheduling Software

Credit unions and banks rely on generating revenue through their appointments, making it crucial to maximize ROI on interactions. Learning to increase revenue with appointment scheduling software is a key way to maximizes these interactions to get the most value out of this customer touchpoint. Interested in learning more about appointment management software? Download Coconut […]

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By Kelly Wilson in Marketing - Jan 23, 2019

Measure Your Marketing Campaign Success

How is your organization measuring where new opportunities are being generated from?  It has become vital for organizations to measure marketing campaign success through tracking the CTAs used in all forms of communication. Tracking appointment generation is a key inbound lead touchpoint which can be captured when tracking your organization’s marketing campaigns. Through collecting data […]

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