Connect Key Video Banking Features
Video + Audio Conferencing
Let members join a meeting remotely from a browser—no third-party conferencing app download needed.
Custom Branded Backgrounds
Use our out-of-the-box options or customize your member’s experience with optional branded backgrounds.
Screen Sharing and Markup Tools
Members and staff can share their screens, walk through documents, and highlight important details in real-time.
Electronic Signature Capture
Collect e-signatures instantly—without switching between screens— through either DocuSign or OneSpan.
Client Identity Card Capture
Capture a photo of a member’s identification during a video call for compliance purposes, to be reviewed later if necessary.
Audio Recordings + Transcripts
Automatically record appointments. Securely store and access audio and generate transcripts for training purposes.
Automatic, Secure Join Links
Every video appointment has a unique link and will use a secure browser connection to ensure privacy.
Data Tracking + Reporting
Get a view of meeting length, NPS, and outcomes from video meetings to spot opportunities for improvement.
Exceed Your Client’s Video Expectations
Make your virtual engagements as smooth as your in-person appointments with a fuss-free video banking solution designed to handle complex transactions.
Coconut Connect is browser-based, so no third-party downloads are necessary to join a call. Plus, document sharing, co-browsing, markup tools, and e-signature capabilities mean the entire service is handled from a single screen.
Streamline Staff Workflows, From Start to Finish
Forget to send a join link? Share a document? Create next steps? Coconut automates meeting link creation and identity verification processes—so your staff have less admin work to juggle before calls start.
Team members can also see meeting details, share documents, collect signatures, take notes, review client meeting history, and create follow-up tasks—all from one easy-to-use application. (Bye-bye, tab toggling!)
A Secure, Integrated, End-to-End Video Solution
Connect is integrated with Coconut’s Appointments tool —so booking a video meeting is effortless. It can also be integrated with SSO, CRM, and e-signature solutions to streamline operations and sync important data.
Financial institutions can also rest easy knowing that their client data and privacy is protected, thanks to Connect’s unique booking links, identity verification tools, and encrypted call recordings.
