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- Launch Date: 2011
- HQ Location: Saskatoon, SK
- Company Size: 51-200
- Target Customer: Financial Services
- Funding Stage: Series B / $39.4M CAD in total
BOILERPLATE
Coconut in a nutshell
Coconut Software bridges the gap between complex branch operations and high-value customer engagements with a suite of Intelligent Branch Solutions. The result: streamlined operations, enhanced customer experiences, and empowered staff focused on meaningful work.
Its unified platform combines appointment scheduling, in-branch queuing, and video banking to help financial institutions tackle critical challenges head-on—maximizing resources, improving efficiency, and directly impacting customer satisfaction scores.
Meet our CEO,
Katherine Regnier
Katherine Regnier is the Founder and CEO of Coconut Software, a leading Customer Engagement Platform for financial institutions. She has successfully guided the company to now serve over 200 banks, including major clients like Royal Bank of Canada, US Bank, Capital One, Vancity, Navy Federal, and M&T Bank.
Under her leadership, the company has been recognized on the Deloitte Technology Fast 50, Globe and Mail’s Ranking of Canada’s Top Growing Companies, and has received accolades for its corporate culture from Great Place to Work and Waterstone.
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Awards and recognitions
PRESS COVERAGE
Coconut in the news
We’re backed by some incredible investors
