Latest Posts

By Eric Kys in Community - Apr 18, 2019

How an #ICUL4U Session Taught Me That Employees Are Key to Improving Credit Union Performance

About a week and a half ago, I had the opportunity to attend the Illinois Credit Union League conference in yup, you guessed it, Chicago! During this conference I was able to jump in on Parables and Productivity, a great breakout session led by Andy Janning based around giving employees at credit unions a meaning […]

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Good Business

By Kelly Wilson in Good Business - Oct 31, 2018

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 within your organization. By correctly diagnosing the problems, you will be able to develop a clear […]

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By Kelly Wilson in Good Business - Oct 17, 2018

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 with large, long-established financial services organizations.  In recent years, Challenger banks like Beacon Community Bank or Infinity […]

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Best Practices

By Sean Wilson in Best Practices - Apr 17, 2019

How Customer Experience Affects Organizational Loyalty

With the current wave of digital transformation sweeping over the FinServe industry, 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, and customers are hungry for more. Plus, […]

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By Sean Wilson in Best Practices - Apr 9, 2019

Balancing Millennials and Boomers in a Self-Serve 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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In the News

By Kelly Wilson in In the News - Mar 27, 2019

Sun Community FCU Forges Ahead With Digital Transformation Alongside Coconut Software

March 22, 2019–Sun Community Federal Credit Union–the largest credit union headquartered in Imperial County, California–has just partnered with Coconut Software to transform member experience at its branches by offering a more streamlined appointment experience. Its new Indio Branch has been designed as a vibrant, open-concept cafe, and to match this modern approach to financial services […]

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By Kelly Wilson in In the News - Mar 18, 2019

Coconut’s Rhys Smith sits down with American Bankers Association

We attended the ABA Wealth Management Conference in San Francisco in February in an effort to further understand the latest industry trends and issues, as well as gain strategic insights to help our customers succeed. While at the conference, Rhys Smith, Customer Success Manager at Coconut Software had the opportunity and pleasure to connect with […]

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