COCONUT CONNECT
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.
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
VIDEO BANKING
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.
VIDEO BANKING
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 capture 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!)
VIDEO BANKING
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.
CLIENT SUCCESS
Support that’s tailored to your needs
We have a team of experts who’ll work closely with you every step of the way. They’ll help you set goals, track progress, dive into data, and identify growth opportunities.
INTEGRATIONS
Seamless solutions for your tech stack
Thanks to our custom API options, you can send real-time data from Coconut to your Business Intelligence (BI) tools for a more holistic view of your branch performance.
PRIVACY & SECURITY
Industry-leading security standards
You’re in safe hands with Coconut. We’ve supported 150+ financial institutions and adhere to industry-leading standards to manage our network and protect your data.