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.
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.
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
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
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
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