Operations

Coconut Software - Blog Header - Data Analytics
By Sean Wilson in Marketing Operations - Aug 22, 2019

How Investing in Analytics Provides Big Returns for Banks

Advanced analytics allow banks and credit unions to gain deeper insights into big data, providing a huge ROI both now, and in the future of finance.

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By Kelly Wilson in Customer Experience Marketing Operations - Aug 5, 2019

Tracking Appointment Analytics to Improve Customer Experience

Learn to use appointment and customer data to give your organization an edge over the competition. Track appointment analytics with Coconut Software.

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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

Learn how the growing generation of millennials is changing the world of finance in our latest infographic “Banking on Millennials.”

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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 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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