ANALYTICS & REPORTING
Insights you can understand, trust, and put into action.
Coconut Analytics helps banks and credit unions understand how no-shows, wait times, capacity, and conversion are impacting performance—and what to do next to improve it.
Powered by proprietary benchmark data from leading financial institutions
Practical data analytics for better branch performance
BRANCH DASHBOARDS
BI tools give you data. Coconut gives you answers.
Coconut Advanced Analytics turns fragmented data into clear answers for banks and credit unions. Leaders can quickly see where no-shows, wait times, conversion, and capacity are hurting performance, and where to act first.
PERFORMANCE BENCHMARKING
Benchmark your branch performance, and prioritize what to improve first.
Use Coconut’s proprietary branch benchmarks to understand how locations, channels, staff, and services are performing, why they may be off pace, and where the biggest opportunities lie.
CONVERSATIONAL ANALYTICS
Self-serve analytics for branch leaders. No data team required.
Branch, regional, and head office teams can ask questions in plain language and get charts, tables, and summaries fast—without waiting on custom reports or relying on analysts.
KEY FEATURES
Curated dashboards
Prebuilt dashboards surface the branch questions teams ask most, from wait times and capacity to no-shows and conversion.
Conversational analytics
Ask questions in plain language and get charts, tables, or summaries fast—without waiting on a data team.
Performance benchmarking
See how your branches, channels, and staff compare against Coconut’s dynamic benchmark data.
Data connections
Connect data from sources like S3, Azure, Google Cloud, Google Drive, SFTP, and webhooks for a more complete view of performance.
Custom reporting
Drill into the details by branch, staff, product, time, or outcome. Build reports around the way your team works.
Automated reports & alerts
Schedule reports, alerts, and email delivery to keep stakeholders informed without adding manual work.
SUCCESS STORY
“It was very hard to predict when members were going to come through the door or how many staff members you needed on a daily basis. Coconut gives us the tools needed to predict our volume and to be more efficient and better organized.”
DEREK REESER
Member Contact Center Manager, Rogue Credit Union
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. They’ll help you set goals, track progress, dive into data, and identify growth opportunities.
INTEGRATIONS
Seamless solutions for your tech stack
Thanks to our custom API options, you can send real-time data from Coconut to your Business Intelligence (BI) tools for a more holistic view of your branch performance.
PRIVACY & SECURITY
Industry-leading security standards
You’re in safe hands with Coconut. We’ve supported 150+ financial institutions and adhere to industry-leading standards to manage our network and protect your data.
