• By Marketing
  • In Features
  • Posted December 12, 2018

The benefits of integrating your scheduling solution with your businesses CRM

You might be considering enterprise appointment scheduling to solve slow operational processes resulting from disjointed appointment booking applications in your organization.  Depending on how you choose to integrate your new scheduling solution with your organization’s…

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  • By Marketing
  • Posted December 12, 2018

Coconut Software wins Appointment Scheduling Awards from FinancesOnline Directory.

Here at Coconut Software, we are very pleased to announce that we have been awarded the 2018 Great User Experience Award and the Rising Star Award from FinancesOnline, a popular B2B software review platform.

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The importance of investing in a training program for your new technology solution

Organizations go through the process of identifying the issues affecting their operational processes, acquiring buy-in from decision makers and assembling their implementation squad, however, what good is it doing all the right things while failing to invest in team…

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Importance of partnering with a vendor that offers an Open API

When choosing a new third-party solution, you want to ensure it can provide you with all the benefits that allow your business to function at the highest level possible.  One important feature when choosing an enterprise scheduling solution is an open application…

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The importance of assembling your implementation team

Choosing a solution to implement in your organization can be a tumultuous process.  Start improving efficiencies within your organization and take advantage of every feature that enables you to roll out your new solution and experience its benefits as soon as possible.

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  • By Marketing
  • In Features
  • Posted November 14, 2018

The key differentiators between a customizable software solution and a cookie-cutter integration

When searching for a new technology solution, it can be difficult to decide whether your business needs a cookie-cutter integration or the additional benefits that come with a customizable software solution.  

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Secure early buy-in from decision makers

Mirroring the customer service trends evident in retail and other industries, bank and credit union customers are seeking to interact with their financial service provider in new ways. In response, many FinServ organizations are beginning a front-end (and back-end) digital…

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Identify operational inefficiencies in your organization to help choose your next implementation

When deciding what implementation to choose for your organization, first you want to correctly identify the problem with your operational processes.  This will allow you to choose an implementation that will combat your current operational inefficacies and improve processes…

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5 tips for a successful technology implementation process

Choosing the right technology for your organization can be difficult, let alone navigating the roll-out and launch process.  Selecting the right solution is important for the success of your business, but planning a streamlined roll-out is also critical.  What can you do to…

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4 customer experience strategies you can learn from 'Challenger banks'

The rise of ‘Challenger banks’ is becoming more of a concern to other organizations as they have become a serious competitor in the financial services industry.  Challenger banks are smaller retail banks that have been established with the intention of competing for business…

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