What’s Included

Regardless of which package you choose, you’ll gain access to features proven to help financial institutions delight their customers and grow their business, including:


✅  Omnichannel Appointment Scheduling

Give your customers flexible options to book time with your staff how they want, when they want.


✅   Security & Compliance

Rest assured that your data is handled securely through industry-leading standards and SOC II certification.


✅   Automated Reminders

Reduce your no-show rate with automated reminders that keep appointment times top of mind and ensure customers know what to bring with them.


✅   Reports & Insights

Measure and understand which services are most popular and efficient, so you can optimize your workforce.


✅   Branded Look & Feel

Offer a seamless scheduling experience with custom branding and messaging.



✅   Integrations

Create an experience your staff, members and customers love using by connecting Coconut to the tools they already rely on.


We’re More Than Just A Great Solution, We’re Your Partner.

We Understand Banks & 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 the latest best practices and insights, proven to drive success for other banks and credit unions.

Add-ons to take your experience to the next level

Reserve with Google

Stand out from the competition by allowing new prospects to book an appointment directly from Google Search, Maps or Assistant results.

Lobby Management 

Optimize the traffic flow within your branch by helping customers find the fastest way to address their needs—whether it’s self-serve, phone, virtual or in-person.

Contact Center Support

Connect agents and advisors, so they can collaborate on cross-sell and up-sell opportunities. Enable agents to book appointments for any advisor, then add notes to build context for each referral.

Video Conferencing

Bring everything your staff need to deliver a virtual appointment—like identity verification, video conferencing, document sharing and e-signature—together in a single application.

You’re in Good Company



Have questions? We would too. Here are answers to some of the most common questions customers have asked. Don’t see yours listed? Reach out to one of our experts.

You bet. We know our way around complex integrations. From communication, workforce management, and video conferencing, to data analysis, HCM, and IDM, our experts can tailor solutions for full and seamless integration between our system and yours. Explore what’s possible.

We’re SOC II certified, so you can rest assured that your data will be handled securely. We adhere to industry-leading privacy and security standards to manage our network, secure our web and client applications. Read more about all things privacy and security at Coconut.

Every financial institution is different. So, first we’ll work with you to understand your goals. Then we’ll pull together the right mix of Coconut to get you there with your budget in mind.

You’ll be in good hands. From your first meeting to product rollout and staff training, we’ll partner with you every step of the way to help you launch with confidence. Although every financial institution is different, most are up and running in 4 – 16 weeks depending on the solutions you choose and your institution’s change management style.

Absolutely. We’d love to give you a glimpse of Coconut. Book some time with one of our experts to see Coconut in action.