Sean

Coconut Software - Blog - Financial Boomer Crisis
By Sean Wilson in Digital Innovation - May 7, 2019

Strategies for the Impending Baby Boomer Crisis

Explore the boomer issues presented in a recent Financial Brand article, & how Coconut’s customer experience software fits into the marketing strategy.

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Coconut Software Background 16
By Sean Wilson in Digital Innovation - Apr 24, 2019

5 Things Financial Institutions Forget During a Digital Transformation

Make your digital initiatives work for you, not against you. Check our top 5 digital transformation errors and how Coconut Software can help you avoid them.

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Coconut Software Blog Hero 15
By Sean Wilson in Customer Experience Operations - Apr 24, 2019

When Channel Switching Interrupts the Customer Journey

Looking to optimize the customer experience? Stop forcing clients to switch channels. Provide a personalized, intelligent experience with Coconut Software.

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Coconut Software Blog Hero 7
By Sean Wilson in Customer Experience Marketing - Apr 17, 2019

Organizational Loyalty and Customer Experience

With the current wave of digital transformation sweeping over the FinServe industry, organizational loyalty have become key to success. Customers are beginning to expect and demand the enhanced customer journey that comes with it from their service providers. These changes have brought them benefits like real-time service and immediate interactions between organizations and their customers, […]

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Coconut Software - Self-Service
By Sean Wilson in Customer Experience Operations - Apr 9, 2019

Balancing Millennials and Boomers in a Self-Service Era

When banks and credit unions discuss the industry’s current digital transformation and its push toward a more comprehensive mobile and online experience, it’s easy to get stuck thinking about it as a service that solely caters to the Millennial mindset. As discussed on our previous post on attracting Millennial clients, the ability to view real-time […]

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