Coconut Software Launches Integration With Posh’s Conversational AI Technology

Coconut Software Launches Integration With Posh’s Conversational AI Technology

SASKATOON, SK; TORONTO, ON; and BOSTON, MA; March 13th, 2023—Coconut Software, the leading appointment, queuing, and video banking software provider for financial institutions, is pleased to announce a new partnership with conversational AI solutions provider, Posh AI

The integration allows users of Posh’s chat assistance tool to present clients with the option to instantly book an appointment with an advisor via Coconut’s self-serve scheduling tool. This gives customers and members a fast, simple way to drive their own experience and resolve their own issues—outside of business hours, on their own time, and on the channel of their choosing. 

Aside from enhancing customers’ and members’ digital experience, this integration also reduces the administrative burden on frontline staff by allowing clients to self-navigate support and service options.

“We’re delighted to be leading the way in digital customer or member service with Posh Technology,” says Kari Bergh, VP of Partnerships at Coconut. “Our seamless appointment scheduling capabilities—paired with Posh’s intelligent conversational tools—will help banks and credit unions create a next-level experience for their customers and members. ”

“Our partnership with Coconut Software was an easy decision for us to make; Coconut has a natural synergy in regards to their values, priorities, and clientele. At Posh, our mission is to empower financial institutions with our AI for better conversations. A huge part of that revolves around meaningful follow-up interactions, which include full access customer service for the members and lead generation opportunities for the financial institution,” says Karan Kashyap, CEO and cofounder of Posh. “Coconut fully understands the importance of this and as a proven leader in offering seamless scheduling services, I’m confident that together, we will be delivering a best in class service for our clients.” 

This integration is available for financial institutions that want to create stellar virtual service for their customers and members. 

To learn more about Coconut Software, visit

About Coconut Software

Coconut Software makes it effortless for customers to connect with their bank or credit union. Founded in 2011, 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. For more information, please visit

About Posh

Posh is a venture backed conversational AI company that spun out of MIT’s AI lab in 2018. We transform how financial services companies connect with their customers and automate contact center workflow. Our AI platform spans messaging and voice channels. Learn more at Posh AI’s website.

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