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.

Coconut Essentials

Get up and running quickly with core features.

What’s Included?

  • 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

Coconut Plus

Deliver a seamless experience across channels

What’s Included?

  • Intelligent queuing and check-in functionality
  • Self-service in-branch kiosk app
  • Lobby display functionality
  • Email and SMS queue notifications
  • 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

Coconut Premium

Level up your experience with video, or virtual offerings

What’s Included?

  • 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
  • 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 Solution.
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
Women on a laptop

Are you ready to learn more?

Speak to one of our experts to discover why leading financial instutions prefer Coconut Software.