Coconut Software vs. Other Appointment Schedulers
Over 100 financial institutions use Coconut Software to make appointment scheduling, lobby management, and video banking a breeze.
Our suite of solutions—designed specifically for banks and credit unions—is easy-to-use and backed by unmatched support.
Explore how we’re different from other systems.
Meet a Few of Our Happy Customers
Why Choose Coconut Over Our Competitors?
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Key Features
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Coconut Software
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Others
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Solely Focused on Financial Services
Our team, product, and long-term roadmap are focused on delivering value to financial institutions. Our competitors aren’t. |
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Built-In Video Banking
Video appointments are integrated with our product suite and don’t require third-party integrations. |
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Industry-Leading User Experience
Coconut’s fresh, engaging UI leaves staff and clients feeling delighted instead of frustrated (unlike other dated-looking tools). |
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Intuitive Admin Experience
Quickly add new staff, assign services, or create new locations in our flexible admin backend—no support tickets needed. |
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Influence Our Product Roadmap
Let’s build the future of financial services together. With Coconut, you’ll have regular opportunities to pilot new products and tell our team where you think we should go next. |
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Long-Term Support
Our support doesn’t end after launch. With Coconut, you’ll have a dedicated customer success manager to keep you on track. (And our 99% CSAT is proof of our top-tier support.) |
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Robust Data and Reporting
View your walk-in traffic and online appointment data in one place, so you get the full picture across all of your channels. |
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Ready to see Coconut in action?
What Coconut Users Love About Us
“Working with the Coconut team has been a fantastic experience. Not only does Coconut offer best-in-the-industry appointment software, but they also have an incredibly passionate and dedicated team. Our implementation was a great success.”
— Nathan Heemskerk
Director, Member Solutions & Integration, Tandia Credit Union
“I can confidently say that Coconut is one of our favorite vendors to partner with.”
— Kelley Jacobsen
VP Marketing & Operations, YOLO Credit Union
“We’ve worked with other vendors who don’t understand our culture. Coconut Software is the ideal fit for us, as they share our values and understand the importance of putting customers first.”
— Michelle Fittro
Director of Retail Product Development, Arvest Bank
4 Reasons to Choose Coconut Software
Built Specifically for Financial Institutions
Our platform was created for banks and credit unions. We build our products with the things you care about in mind: improving the client experience, finding staff efficiencies, and growing your business.
Strategic Support, Every Step of the Way
A dedicated Coconut team member will partner with you at every stage of your journey—from launch support to ongoing strategic advice. Your success is our top priority. (With a 98% retention rate, our customers agree.)
Seamless Experiences for Everyone
Both clients and staff will enjoy our software’s intuitive, easy-to-use design. Plus, we regularly gather user feedback to make the Coconut experience even smoother.
Make Changes In Minutes—Not Weeks
Your needs can change quickly. Our flexible admin controls let you switch up your instance on the fly. And if you’re ever stuck, our responsive support team is on standby.
Customers Who use Coconut Have Seen
75%
Reduction in appointment length
21 point
Increase in Net Promoter Score (NPS)
23%
Reduction in meeting no-shows
See the Coconut difference in action.
Speak to one of our experts to discover why leading FIs prefer Coconut over Engageware.