Latest Posts

By Kelly Wilson in In the News - Feb 13, 2019

Coconut Software Names Nathan Poellet as its First Director of Product

Coconut Software is pleased to announce the recent hire of its first Director of Product, Nathan Poellet. Bringing a decade of engineering and product development experience at start-ups, Nathan will be leading Coconut Software’s Product Management and Design/UX team, providing guidance to product design and development. Formerly Vice-President of Platform at Vendasta Technologies, Nathan led […]

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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 Kelly Wilson in Best Practices - Feb 13, 2019

How to attract and retain the millennial customer

Face-to-face customer interactions are how business is done in banks and credit unions, and they are necessary to complete many of the services these organizations offer.  The current challenge for many banks and credit unions is, how do you attract and retain customers who want to minimize their interactions with your organization, and crave an […]

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By Kelly Wilson in Best Practices - Feb 6, 2019

Schedule customer onboarding to reduce churn

Increasing sales of your business products are great, but how successful are increased sales if customer churn rises with them? When customers buy a new product promising increased operational efficiencies within their organization, they sometimes forgo the onboarding process because they do not have the time, or they were not aware that onboarding for their […]

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In the News

By Kelly Wilson in In the News - Feb 13, 2019

Coconut Software Names Nathan Poellet as its First Director of Product

Coconut Software is pleased to announce the recent hire of its first Director of Product, Nathan Poellet. Bringing a decade of engineering and product development experience at start-ups, Nathan will be leading Coconut Software’s Product Management and Design/UX team, providing guidance to product design and development. Formerly Vice-President of Platform at Vendasta Technologies, Nathan led […]

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By Kelly Wilson in In the News - Feb 4, 2019

Mark Ramsay, Coconut Software CRO, Speaks at SalesTO

Mark Ramsay joins the SalesTO panel to discuss the importance of scaling sales, and offer advice on how to successfully build scale within the sales department of a company. Watch Now Source: TechTO

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