Coconut Software Partners With GreenHouse Agency to Drive Marketing ROI for Financial Institutions

Coconut Software Partners With GreenHouse Agency to Drive Marketing ROI for Financial Institutions

SASKATOON, SK; TORONTO, ON; and LAKE MARY, FL; December 5 2022—Coconut Software and GreenHouse Agency are proud to announce a new partnership. The appointment, queuing, and video banking software provider is teaming up with the growth-driven marketing agency to provide the financial services space with a better way to digitally engage customers and members through appointments. 

The two organizations are joining their expertise in the financial sector to help drive better customer and member conversion rates on marketing campaigns and high-value meeting bookings. By creating seamless experiences that blend technology and compelling journey design, the two organizations will help banks and credit unions see more success from their marketing channels and increase member and customer satisfaction.

“We’re excited to partner with GreenHouse to deliver more ROI to banks and credit unions,” says Kari Bergh, VP of Partnerships at Coconut. “Our online appointment scheduling platform and real-time reporting paired with their marketing journey expertise will streamline the member and customer experience. Having booking CTAs in Coconut as a clear next step for marketing leads—and our joint tracking capabilities—will get our shared customers better data from their campaigns and clear insights into next best steps.”

“Consumers have high expectations and expect financial brands to provide them with personalized service when considering an online purchase. As a digital marketing agency, we are constantly looking for ways to streamline and optimize the customer journey for the credit unions we work with,” says Caleb Edwards, CEO at GreenHouse Agency. “Coconut’s solution helps us do just that. We’re able to provide our clients with actual booked appointments and not just another form fill. The result is a great customer experience and everybody wins.”

This unique partnership’s offering is available to financial institutions looking to improve the customer and member journey and increase engagement with advisors. 

To learn more about Coconut Software, visit

To learn more about GreenHouse Agency, visit

About Coconut Software

Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates. Founded in 2011, Coconut Software is headquartered in Saskatoon, Saskatchewan, with offices in Toronto, Ontario. For more information, please visit

About GreenHouse Agency

GreenHouse Agency specializes in financial services, fintech, healthcare and growth-stage startups. Their experience in these markets combined with expertise in creating digital experiences customers will love position them uniquely to get the results their clients are looking for.

They believe every business can benefit from the growth-focused mentality that comes with thinking like a startup. That’s why they decided to put passion for authenticity, digital marketing, and growth-hacking to work for businesses of all sizes. Their vision is to create an incubator-like environment where startup, early stage, and established businesses can come to accelerate their growth and thrive. This methodology has had a GreenHouse Effect on each of the clients they’ve worked with: you grow faster inside the GreenHouse.

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