CREDIT UNION APPOINTMENTS & LOBBY MANAGEMENT SOFTWARE

Smoother Member Experiences, Care of Coconut

Your members expect seamless service, whether they’re using virtual channels or visiting a branch. Make connecting with your staff a breeze with Coconut’s digital appointment booking and lobby management solutions.

Speak to An Expert Watch Demo

Convenient Connections, Across Every Channel

With Coconut’s suite of solutions, you’ll have everything you need to create lasting member relationships—from online scheduling and video appointments, to lobby management and branch-level reporting.

Improve Member Experience

Give your members the instant gratification they crave with self-service appointment booking, virtual meetings, and wait time visibility. Plus, automated reminders help them come to every appointment prepared.

Drive Operational Efficiency

Say goodbye to lobby lineups and understaffed branches. Reduce manual tasks, appointment length, and calendar confusion with real-time scheduling and queue management that’s easy for staff to learn (and love).

Get Actionable Analytics

Not sure how to drive more growth or reduce costs? Find out which branches and channels are the busiest, what your most popular services are, and much more with Coconut’s reports and dashboards.

SUCCESS STORY

“With Coconut Software, we’re able to automate a number of our processes in the member journey to make things easier on our staff, and ultimately provide better service to our members.”

DARRYL KING
Solutions Delivery Manager, CCCU

Meet the Appointment Booking Software Built for Credit Unions

Provide an exceptional experience—either in person or digitally—with our all-in-one solution, designed specifically for financial institutions. Drive member growth, balance workforce efficiency, and deliver key insights that can’t be captured through individual calendars or CRMs alone.

Explore Our Platform

Appointment Scheduling

Video Banking

Queue & Lobby Management

Tracking and Reporting

COCONUT CLIENT SUCCESS STORY

WECU experienced a 20 point increase in NPS with Coconut

CLIENT SUCCESS

Support That’s Tailored to Your Needs

We have a team of experts who’ll work closely with you every step of the way—whether you have simple scheduling requirements, or need a cross-country rollout.

Learn More: Onboarding & Services

INTEGRATIONS

Seamless Solutions for Your Tech Stack

Thanks to our custom API options and pre-built integrations for Outlook, Google, and Salesforce, Coconut is quick and easy to integrate with your existing tools and systems.

Learn More: Integrations & API

PRIVACY & SECURITY

Industry-Leading Security Standards

You’re in safe hands with Coconut. We’ve supported 80+ credit unions, and we adhere to industry-leading standards to manage our network and protect your data.

Learn More: Privacy & Security