Best Practices

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By Kelly Wilson in Best Practices - May 15, 2019

3 Digital Banking Initiatives to Increase Branch Traffic

Streamline workflows, boost loyalty, and increase productivity. Discover how appointment management solutions eliminate operational inefficiencies.

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By Kelly Wilson in Best Practices - May 2, 2019

Manage the Walk-In Appointment Journey

Give your customer experience and branch performance a boost with Coconut Lobby Management. The ‘phigital’ solution to mapping the customer journey.

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By Suchet Randhawa in Best Practices - Apr 29, 2019

Banking on Millennials

Everyone wants to get in on the booming millennial generation and their precious dollars, but how? As the financial needs of millennials continue to rise, you need to be ready to provide quality service through the channels they prefer. But the question is, what do they prefer? And have you changed your strategy to provide […]

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By Sean Wilson in Best Practices - Apr 24, 2019

5 Things Financial Institutions Forget When Going Digital

Financial institutions of all sizes around the world are joining the digital revolution. But in the race to bring these new banking and credit union technology trends and solutions to clients and employees, it’s easy to miss some important factors that make the transition to a digital future go smoothly. While it’s obviously critical to […]

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By Sean Wilson in Best Practices - Apr 24, 2019

What Happens When Channel Switching Interrupts the Customer Journey?

When dealing with their finances, clients want to interact with their institution where, when, and how they want. Nothing is more frustrating than attempting to complete an action through one channel, and then being forced to start over on another. And when aiming to reduce churn and abandonment, a frustrated client is something that all […]

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By Sean Wilson in Best Practices - Apr 17, 2019

How Customer Experience Affects Organizational Loyalty

With the current wave of digital transformation sweeping over the FinServe industry, customers are beginning to expect and demand the enhanced customer journey that comes with it from their service providers. These changes have brought them benefits like real-time service and immediate interactions between organizations and their customers, and customers are hungry for more. Plus, […]

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By Sean Wilson in Best Practices - Apr 9, 2019

Balancing Millennials and Boomers in a Self-Service Era

When banks and credit unions discuss the industry’s current digital transformation and its push toward a more comprehensive mobile and online experience, it’s easy to get stuck thinking about it as a service that solely caters to the Millennial mindset. As discussed on our previous post on attracting Millennial clients, the ability to view real-time […]

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By Kelly Wilson in Best Practices - Mar 25, 2019

Customer Effort Score Explained, and How Banks and Credit Unions Can Enhance it

As a bank or credit union, your customers depend on you for their high-value financial needs, so you want them to be able to access your appointment scheduling channels as easily as possible in order to drive that additional revenue to your organization. In this blog post, we will discuss how you can improve your […]

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By Kelly Wilson in Best Practices - Mar 10, 2019

6 Simple Ways to Optimize Your Website Calls-To-Action to Increase Appointment Volume and Revenue

In our last blog, we discussed how to increase the probability of customers successfully booking an appointment with your organization, by reducing the number of steps it takes to complete a call-to-action. To drive even more revenue-generating appointments through calls-to-action on your website, your organization can use appointment booking software to eliminate friction, track and […]

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By Kelly Wilson in Best Practices - Feb 20, 2019

How to Instantly Drive More Revenue-Generating Appointments with Calls-to-Action

As a marketer at a financial institution, you’re looking for a new channel to drive appointment leads to fill your pipeline. More and more, you’ve observed that your customers are looking to connect with your organization online, through a number of channels–mobile app, website, — and booking appointments is no exception. Customer behaviour has evolved, and […]

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