SIDE-BY-SIDE-COMPARISON

See Why Leading FIs Prefer Coconut Over UKG

The trend is clear—leading banks and credit unions are choosing Coconut Software over UKG for a seamless, flexible, and customer-centric experience.

Unlike other tools, our suite of solutions has unparalleled flexibility, a stellar user experience, and is designed specifically for banks and credit unions.

Financial Institutions Who Have Made the Switch from UKG to Coconut Software

Wings-Financial-Credit-Union
Proponent-Federal-Credit-Union
Leaders Credit Union
Addition-Financial-Credit-Union

Coconut Software vs. UKG

Key Features

Coconut Software

UKG

Appointment Scheduling Capabilities

 

Queue Management Capabilities

Reporting & Analytics

Customer Support
Dedicated support team with prompt response times

Built-In Video Meetings

Browser-based, co-browsing, e-signature integration

Admin Experience

Easy-to-use, highly configurable back-end experience

Industry Focus
Built specifically for Financial Institutions

Member Experience
Modern, reliable, and seamless experience

Security Measures

Industry-leading privacy & security standards

Key Features

Coconut Software

UKG

Appointment Scheduling Capabilities

Queue Management Capabilities

Reporting & Analytics

Customer Support
Dedicated support team with prompt response times

Built-In Video Meetings

Browser-based, co-browsing, e-signature integration


Admin Experience

Easy-to-use, highly configurable back-end experience

Industry Focus
Built specifically for Financial Institutions

Member Experience
Modern, reliable, and seamless experience

Security Measures

Industry-leading privacy & security standards

Ready to See Coconut in Action?

Why Coconut Customers Love Working With Us

quote

“We considered another appointment scheduling solution, but the company was too big in too many industries. We were really looking for a company that was going to cater to the financial industry. That’s one of the big draws that led us to pick Coconut.” 

—Former UKG Client
 

quote

“Coconut Software offers top-notch support, making it effortless for our team to manage appointments efficiently and provide our clients with an exceptional experience.”

—Your Neighbourhood
Credit Union

quote

“From a platform perspective, it’s easy, accessible, modern, and customizable. It really put us in the driver’s seat.” 

—Partners Federal
Credit Union

quote

“From the initial demo, it was clear that the Coconut team had a willingness to invest and partner with us. The other vendors felt inflexible” 

—Rogue Credit Union
 

4 Reasons to Choose Coconut Software

Partners In Your Success

Coconut Software is more than just a vendor. We’re true partners dedicated to your success. With a 98% retention rate and a 2.87/3 CSAT score, our support team goes above and beyond to make sure you’re supported every step of the way.

Women on a call

Highly Configurable Platform

Coconut Software offers a user-friendly and highly configurable platform, making it easy for you to customize to fit your needs. You won’t have to submit support tickets and wait weeks for simple changes.

Women Marketing

Built Specifically for FIs

Coconut Software is built for banks and credit unions, with over a decade of experience working with financial institutions. Our focus on financial institutions means you’ll benefit from our deep industry expertise and access to the latest best practices.

CSAT

Exceptional Customer Experience

Coconut Software is committed to delivering an exceptional customer/member experience. Our platform is designed to increase member NPS by 21 points on average, ensuring a reliable and enjoyable experience for your staff, members, and customers.

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

Seamless Transition to Coconut Software

Moving to a new solution can seem daunting, but with Coconut, it’s a breeze! Here’s why:

  • Effortless Implementation: Our platform is designed for a smooth transition with minimal disruption.
  • Quick to Launch: You’ll be up and running within weeks.
  • Continuous Guidance: We provide ongoing training & resources before, during, and after the transition.
  • Proven Success: Many leading financial institutions have successfully made the switch and are reaping the benefits.

Want to learn how to seamlessly implement a new appointment scheduling software? đź’» đź‘€

Read: How to Replace Your Appointment Scheduling Software in 8 Easy Steps

Women on a laptop

Are you ready to learn more?

Speak to one of our experts to discover why leading FIs prefer Coconut over UKG.

X Popup Image