CUSTOMER APPOINTMENTS + LOBBY ANALYTICS
Meet The Insights You’ve Been Missing
Discover the lost pieces of your customer and member journey with Coconut’s analytics platform. Uncover the data you need to run your branches more efficiently, deliver better services, and connect every client interaction to revenue.
Go From Guesswork to Growth, With Real-Time Reporting
Don’t let hunches guide your financial institution. With Coconut’s reporting tools, you can (finally!) track appointment metrics, walk-in traffic, no-show rates, and more. Forecast branch capacity, improve wait times, and drive staff performance—so you’re always cruising in the right direction.
KEY FEATURES
Utilization Reporting
See where your team spends their time and who’s overbooked. Then, adjust schedules—and get more out of your team.
Outcome Dashboards
See custom question responses collected during the booking flow to spot trends, like booking purpose and appointment outcomes.
Branch Traffic Insights
See how many clients visit a branch over time and the most popular times for a visit so you can prep your team and keep things flowing.
Data Syncing
Connect to data sources like Amazon S3, Azure, Google Cloud and Drive, SFTP, and webhooks for a full look at the client journey.
Smart Notifications
Get alerts when lead times are long, when you may be understaffed, and other events that may impact your client’s experience.
Custom Visualizations
Drill down into the details across any data set that’s collected in Coconut. Build your own visualizations and schedule recurring reports.
SUCCESS STORY
“It was very hard to predict when members were going to come in through the door, or predict how many staff members you needed on a daily basis. Coconut gives us the tools needed to try and predict our volume, and to be more efficient and better organized.”
DEREK REESER
Member Contact Center Manager, Rogue Credit Union
You’re in Good Company
Coconut is trusted by leading banks and credit unions to transform the customer and member experience.
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.
No more friction. Just incredible banking experiences.
Learn how Coconut can optimize your bank today.