Latest Posts

By Sean Wilson in Best Practices - Jun 21, 2019

4 Customer Experience Lessons Banks & Credit Unions Can Learn From Amazon

From data utilization to partnerships, Amazon reigns supreme in customer experience. With a ‘Bank of Amazon’ on the horizon, it’s time to take notes.

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Good Business

By Sean Wilson in Good Business - 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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By Eric Kys in Good Business - Apr 18, 2019

How Employees Improve Credit Union Performance

Read Eric’s take on Andy Jennings session at ICUL, and how the right tools & knowledge in the hands of your employees improve credit union performance.

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Best Practices

By Sean Wilson in Best Practices - Jun 21, 2019

4 Customer Experience Lessons Banks & Credit Unions Can Learn From Amazon

From data utilization to partnerships, Amazon reigns supreme in customer experience. With a ‘Bank of Amazon’ on the horizon, it’s time to take notes.

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By Kelly Wilson in Best Practices - Jun 13, 2019

6 Steps to a Successful Technology Implementation Process

What can you do to ensure a smooth technology implementation process? Coconut Software has the 6 best steps to ensure a successful implementation.

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In the News

By Suchet Randhawa in In the News - Jun 12, 2019

United Federal Credit Union Adds Online Appointment Scheduling with Coconut Software

Learn more about how Coconut Software transformed United Federal Credit Unions member experience through digital transformation.

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By Suchet Randhawa in In the News - Apr 23, 2019

CIBC Innovation Banking Provides Coconut Software With Growth Capital Financing

TORONTO, April 23, 2019 – CIBC Innovation Banking is pleased to announce $1.75 million in debt financing with Coconut Software. The Company will use the financing to support its strategic plan and to invest in its growth. Coconut Software is a cloud-based SaaS appointment scheduling and lobby management solution that is modernizing how banks and […]

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