Insights
From Information to Action
Dive deep into your operations process, and get a clear picture of the business flow across different locations. By analyzing data from every facet of the customer journey, Coconut provides the insights you need to drive efficiency and growth.
Schedule a Discovery CallInsights
See the Big Picture
View drop-off, no-show, conversion, and engagement trends through the customer journey, plus location and advisor performance across the organization.
Schedule a Demo Download the Insights Data SheetReceive Instant Performance Insights
Access valuable insights with centralized real-time reporting to measure trends in everything from individual engagements to staff and branch performance.
Get a Clear View of Your KPIs
Track your key performance indicators through daily, monthly, and annual reporting to gain a strategic advantage when planning for the future.
Make Optimization Effortless
Get your customer engagement channels operating at peak performance with insights into conversion rates by product, service, staff or branch.
Lower Costs, Increase Efficiency
Anticipate appointment volume, no-show and cancellation rates to make better workforce decisions for decreased idle time and staffing requirements.
Your Partner in Success
Every organization has its own unique needs. Whether you have complex special requirements or need a quick and simple rollout, we will work closely with you at every step to deliver.
Tailored Services
Solutions That Fit Right In
Whether integrating with your in-house system or starting from scratch, Coconut Software is just one piece of your digital experience, and we’re flexible to fit in exactly where you need us.
Integrations & API
Security Is Serious Business
We adhere to industry-leading standards to manage our network, and set strict policies across our organization to keep data safe for you and your customers.
Privacy & Security
