Elevate the Video Appointment Experience

Refine video banking at your institution with Coconut Connect, the market’s best end-to-end video solution.

Connect streamlines the entire video meeting process, from booking calls to post-meeting follow up. Now, your clients and staff can focus on financial conversations—instead of technical complications.


Download Overview

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.

Free Guide: The Video Banking Playbook

Learn how to implement video calls—or improve your existing video strategy—with this helpful guide full of advice from successful financial institutions.

Read Now

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.

Explore virtual appointments with a video expert now.

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