Operations

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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Coconut Software - Blog Hero - Customer On-Boarding
By Kelly Wilson in Operations - Feb 6, 2019

How Can Customer On-Boarding Reduce Churn?

Increasing sales of your business products are great, but how successful are increased sales if customer churn rises with them? When customers buy a new product promising increased operational efficiencies within their organization, they sometimes forgo the customer on-boarding process because they do not have the time, or they were not aware that on-boarding for […]

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Coconut Software - Blog Hero - Appointment Scheduling Software Increases Revenue
By Kelly Wilson in Operations - Jan 30, 2019

How to Increase Revenue with Appointment Scheduling Software

Credit unions and banks rely on generating revenue through their appointments, making it crucial to maximize ROI on interactions. Learning to increase revenue with appointment scheduling software is a key way to maximizes these interactions to get the most value out of this customer touchpoint. Interested in learning more about appointment management software? Download Coconut […]

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Coconut Software - Blog Hero - Real Time Service
By Kelly Wilson in Operations - Jan 10, 2019

The Importance of Providing Real-Time Service

Did you know 80% of customers drop off the line when placed on hold for over 1 minute to schedule an appointment?  Reduce churn, and optimize the customer experience by providing real-time service. As an appointment driven business, it is crucial you provide a seamless scheduling experience for your customers to drive business to your […]

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Coconut Software - Blog - Digital Transformation Trends for 2019
By Kelly Wilson in Digital Innovation Operations - Dec 26, 2018

3 New Banking Initiatives for 2019

On average, banks have become bigger, more profitable and better capitalized over the last decade, but which banking initiatives are key to their success? New initiatives in banking that encompass digital transformation has allowed the customer experience and operational processes to be greatly enhanced in many financial institutions, leading to their increasing success. What can […]

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Coconut Software - Blog Hero - Benchmarking Technology Integration
By Kelly Wilson in Marketing Operations - Dec 19, 2018

Benchmarking Your New Technology Implementation

Going through a new technology implementation is no small feat. You want to ensure that, once complete, your new solution delivers measurable results against your organization’s KPIs by benchmarking your new technology implementation. One way to ensure you are getting the best ROI from your new appointment scheduling solution is by benchmarking your new technology […]

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Coconut Software - Blog Hero - New Technology Training
By Kelly Wilson in Operations - Dec 5, 2018

Investing in New Technology Training

Successfully implementing your digital transformation doesn’t end after launching new software/technology. Investing in new technology training is a key step in the implementation process to produce optimal results. Implementing new technology is great, but if you don’t know how to use it properly, you may be paying for features or functionality that aren’t delivering much […]

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Coconut Software - Blog Hero - Implementation Team
By Kelly Wilson in Digital Innovation Operations Product Education - Nov 21, 2018

Assembling Your Software Implementation Team

In order to streamline the implementation process of your new technology solution, it is important that, (along with support from the decision makers in your organization) you gain inter-departmental support, essentially building an implementation team to speed up the process. Failing to establish your software implementation team can be very problematic when the times comes […]

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Coconut Software - Blog Hero - Importance of Early Buy-In
By Kelly Wilson in Operations - Nov 7, 2018

The Importance of Securing Early Buy-In from Decision Makers

Securing Early Buy-In: Mirroring the customer service trends evident in retail and other industries, bank and credit union customers are seeking to interact with their financial service providers in new ways. In response, many FinServ organizations are beginning a front-end (and back-end) digital transformation. Choosing the right technology solution for your organization is the first […]

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Coconut Software - Blog Hero - OperationalInefficiencies
By Kelly Wilson in Operations - Oct 31, 2018

Identify Operational Inefficiencies in your Organization

Identifying your organization’s operational inefficiencies is a key step when choosing software implementations during a digital transformation. By correctly diagnosing any issues, you will be able to develop a clear picture of the technology implementation process you need. In appointment-driven businesses, it is a common issue for organizations to experience both back-end and front-end inefficiencies […]

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