Customer Experience

Coconut Software - Blog Hero - FB Consumer Study Highlights
By Sean Wilson in Customer Experience - Jul 10, 2019

2019 Future Branches Consumer Study: Highlights From the Report

Digital banking is on the rise, and the role of the branch is evolving. View how with highlights from the 2019 Future Branches Consumer Study.

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Coconut Software - Blog Hero - Learnings from the Bank of Amazon
By Sean Wilson in Customer Experience - Jun 21, 2019

4 Customer Experience Lessons Banks & Credit Unions Can Learn From Amazon

From data utilization to partnerships, Amazon reigns supreme in customer experience. With a ‘Bank of Amazon’ on the horizon, it’s time to take notes.

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By Kelly Wilson in Customer Experience Marketing Operations - 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 Suchet Randhawa in Customer Experience Marketing - 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 cater […]

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By Sean Wilson in Customer Experience Operations - Apr 24, 2019

When Channel Switching Interrupts the Customer Journey

Looking to optimize the customer experience? Stop forcing clients to switch channels. Provide a personalized, intelligent experience with Coconut Software.

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By Sean Wilson in Customer Experience Marketing - Apr 17, 2019

Organizational Loyalty and Customer Experience

With the current wave of digital transformation sweeping over the FinServe industry, organizational loyalty have become key to success. 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, […]

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Coconut Software - Self-Service
By Sean Wilson in Customer Experience Operations - 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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Coconut Software Blog Hero - Credit Unions Connect With Millenials
By Kelly Wilson in Customer Experience Marketing Operations - 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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Coconut Software - Blog Hero - Tracking Analytics
By Kelly Wilson in Customer Experience Marketing Operations - Sep 5, 2018

Track Appointment Analytics to Improve Customer Experience (2019 Update)

Track appointment analytics to give your organization a full view of your customers, and insight into who they are, what they want and what improvements they believe your organization can make to better serve them.  In fact, companies that utilize customer analytics are 6.5 times more likely to retain customers, and 19 times more likely […]

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Coconut Software - Blog Header - Improve Customer Experience in Banking
By Kelly Wilson in Customer Experience - May 23, 2018

3 Ways to Improve Customer Experience in Banking

In today’s digital era, effectively connecting with your potential customers has become an overwhelming challenge. Consumers are now searching for ‘experiences’, causing a number of organizations to focus on improving customer experience. The understanding is that if consumer attentions are divided and exposure is brief, investing in an experience that goes beyond a basic interaction […]

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