The Right Plan for Any Financial Institution
We’ve made it easy for banks and credit unions of all sizes to build the right mix of features and support to deliver the results you’re after.
What's included?
Appointment Scheduling
- Centralized appointment management
- Standard analytics and insights
- Multi-language support
- Real-time availability
- Email and SMS reminders
- Standard branding
- Client interaction outcomes
- SSO for staff and clients
- Industry-leading security and compliance
Included Support
- Comprehensive onboarding and training workshops
- Success planning sessions and tailored goal setting
- Help center and email support
- Industry-leading security and compliance
Most Popular
What's included?
Everything in Coconut Essentials,
as well as:
Queue Management
- Intelligent queuing and check-in functionality
- Self-service in-branch kiosk app
- Lobby display functionality
- Email and SMS queue notifications
Advanced Analytics
- Advanced dashboards
- Advanced appointment alerts
- Advanced customization and data insights
Included Support
- Comprehensive onboarding and training workshops
- Success planning sessions and tailored goal setting
- Help center and email support
- Industry-leading security and compliance
What's included?
Everything in Coconut Plus,
as well as:
Coconut Connect
- Browser-based video meetings
- Screen sharing and co-browsing with markup tools
- Electronic signature capture
- Automatic, secure join links
- Data tracking and reporting
- Client identity verification
Enhanced Capabilities
- Advanced user permissions
- Advanced branding and customization
- Vanity URLs
- API and webhook access
- Active Directory integration
Included Support
- Comprehensive onboarding and training workshops
- Success planning sessions and tailored goal setting
- Help center and email support
- Industry-leading security and compliance
We’re More Than a Great Solutions.
We’re a Partner in Your Success
We Understand Banks
and Credit Unions
Our team partners with leading banks and credit unions across North America to delight their customers and grow their business using Coconut.
You’ll Be Up And
Running, Fast
No year-long implementations here. We’ll partner with you every step of the way to help you launch with confidence, on your timelines.
We’ll Never Launch
And Leave
After launch, you’ll never have a shortage of help or advice. We’ll equip you with best practices and insights, proven to drive success for other institutions.
Join 150+ Financial Institutions Who Trust Coconut To Deliver Smoother Experiences
Are you ready to
learn more?
Speak to one of our experts to discover why leading financial instutions prefer Coconut Software.
