appointment scheduling for finance


Scheduling Software built for the Banking Industry

Credit Unions and banks are taking the time to become more approachable by offering their customers a way to connect day or night from the luxury of their mobile phone or computer.

The benefits speak for themselves:

  • The opportunity to up-sell services during the booking process.
  • Report to Executives on Branch Performance.
  • Report on Staff Performance.
  • Benefit from automatic reminders to reduce forgot appointments.
  • Customer don’t have to wait for the branch to open.


Download the Value Report 

Recent Work

TANDIA Credit Union: Member Services

Tandia Union Service

Member Services & Wealth Management

Wealth Management

Tax Preparation (21,000 Tax Preparers)

Tax Preparation

What you need to know.

First thing you are wondering is how the heck are we going to do this? What about our existing Outlook Calendars? I can tell you our team of experts understand the struggles you are going to have. We are here to educate you about all of your options and then you can decide what is best for your organization.

Here are a few things we will help you answer:

  • Who in our organization needs access to this new scheduling tool?
  • How do we integrate with our existing calendar systems?
  • How do we roll out this application so everyone is on board?
  • What is the best way to offer training to our staff?
  • How do include marketing and communications to announce to our members about this service?
  • What is the investment?
  • Where is it hosted?

The list goes on, and we have the answers. It’s what we do … everyday. You’re not alone.


Coconut has proven themselves to be an exceptional partner. They are very focused on creating a product through a collaborative process that works for us and are quick to respond to any issues that present themselves. We look forward to expanding our business relationship with them.

TCU Financial Group

Denise Nykiforuk
Project Coordinator
Saskatoon, SK