Marketing

Coconut Software - Blog Hero - 4 Innovations in Fintech - 2
By Sean Wilson in Digital Innovation Marketing - May 24, 2019

4 Fintech Innovations for Creating Deeper Connections

The top 4 tech innovations in fintech emerging are turning casual bankers into devoted customers. How can banks and credit unions benefit from this trend?

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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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Banking on Millennials Header
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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Coconut Software Blog Hero 7
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 Blog Hero - Credit Unions Connect With Millenials
By Katherine Regnier in Marketing - Apr 2, 2019

3 Ways Credit Unions Can Connect With Millennials

Katherine Regnier, CEO and Founder of Coconut Software highlights the three key methods Credit Unions can use to connect with millennials.

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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 - Optimize Website Call-To-Action
By Kelly Wilson in Marketing - 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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Coconut Software - Blog Hero - Revenue Generating Appointments CTA
By Kelly Wilson in Marketing Operations - Feb 20, 2019

How to Instantly Increase Revenue Generating Appointments with Calls-to-Action

As a marketer at a financial institution, creating revenue generating appointments to fill your pipeline is a key part of the job. 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 scheduling appointments is no exception. Customer behaviour has […]

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Coconut Software - Blog - Marketing to Millenials
By Kelly Wilson in Marketing Operations - Feb 13, 2019

How to Attract and Retain Millennial Customers

The norm of face-to-face interactions for banks and credit unions is beginning to shift with the introduction of millennial consumers. Because of this, banks and credit unions face a difficult issue; how do you attract and retain customers who want to minimize interaction, and crave an enhanced digital experience. Over the next 10 years, 75% […]

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By Kelly Wilson in Marketing - Jan 23, 2019

Measure Your Marketing Campaign Success

How is your organization measuring where new opportunities are being generated from?  It has become vital for organizations to measure marketing campaign success through tracking the CTAs used in all forms of communication. Tracking appointment generation is a key inbound lead touchpoint which can be captured when tracking your organization’s marketing campaigns. Through collecting data […]

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