Product
A modern way to create human engagement
Platform Overview
Bridge the physical-digital divide, and simplify the experience for everyone.
Appointment Scheduling
Provide an effortless experience that goes beyond the appointment.
Lobby Management
A smarter lobby for a streamlined in-branch experience.
Insights
See the big picture, and turn information into action.
Contact Center
Better service, higher productivity, lower staffing requirements.
Phone & Video Meetings
Use phone and video calls to engage clients from anywhere, at any time.
Integrations & APIs
We’re flexible to fit where you need us.
Privacy & Security
Your security is our top priority.
Onboarding & Tailored Services
We work to deliver exactly what you’re looking for from start to finish.
Solutions
Discover the difference experience makes
Banks & Credit Unions
Committed to driving engagement and growth for modern financial institutions.
Resources
Everything you need to make an informed decision
Resource Library
Industry tools, detailed reports, informative webinars, and product information.
Blog
The latest industry trends, product updates, and news, hot off the press.
Case Studies
Learn how our customers have elevated their business with Coconut Software.
Company
Creating meaningful connections since 2007
About
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Coconut Partners
Learn about our leading partners.
Careers
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Customer Experience
CEO Katherine Regnier
A Strategy To Combat COVID-19 in Five Weeks Or Less
By Katherine Regnier • Feb 24, 2021
Appointment Scheduling
Why Online Booking Systems are Paramount for Better Customer Experience in Retail Banking
By Kelly Wilson • Feb 5, 2021
Customer Experience
The Importance of Humanizing Banking for Enterprise Financial Institutions
By Elissa Riddell • Jan 15, 2021
Customer Experience
Making it easier for financial institutions to engage and connect with their customers
By Leona Leong • Dec 9, 2020
Customer Experience
3 Ways to Improve the Digital Experience In Retail Banking
By Kelly Wilson • Aug 12, 2020
Customer Experience
Staying Connected with your Clients During COVID-19
By Sam Charlton • Jul 9, 2020
Customer Experience
Virtual Meetings: Keep Calm and Connect Remotely
By Sean Wilson • Mar 25, 2020
Banking Trends & Best Practices
Stay Safe with Remote Phone & Video Meetings
By Katherine Regnier • Mar 17, 2020
Banking Trends & Best Practices
How to Attract and Retain Millennial Customers in 2020
By Suchet Randhawa • Jan 30, 2020
Customer Experience
The Top 4 Ways Branch Technology Can Match Customer Interest
By Sean Wilson • Jan 23, 2020
Branch Operations
Self Service Kiosks: Future Proof Branch Strategies
By Sean Wilson • Nov 19, 2019
Customer Experience
Coconut and Finn AI: Engagements Get Smarter
By Sean Wilson • Nov 7, 2019
Customer Experience
Embracing a Customer First Mindset [Webinar Transcript]
By Suchet Randhawa • Sep 16, 2019
Customer Experience
Embracing a Customer-First Mindset: Key Findings
By Sean Wilson • Sep 5, 2019
Data Analytics
Tracking Appointment Analytics to Improve Customer Experience
By Kelly Wilson • Aug 5, 2019
Next
![Embracing a Customer First Mindset [Webinar Transcript]](https://www.coconutsoftware.com/wp-content/uploads/2019/09/customerfirstmindset2-768x432.jpg)
