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INTEGRATIONS—CHAT AND MESSAGING

LPL Financial

The only scheduling solution your LPL compliance actually approves.

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What it is

Coconut is an LPL-approved scheduling platform for both email and SMS, bridging retail banking and wealth management on one compliant platform.

How it works

Coconut connects retail and wealth scheduling in one platform. Members book through a consistent interface, while email is sent through authenticated SMTP and SMS through an API, with both communications archived for LPL supervision.

Best fit for

Financial institutions using LPL Financial that need compliant scheduling across retail and wealth, with unified analytics and a seamless path for retail-to-wealth referrals.

Meet Branch Workforce Management

Forecast demand, build workforce plans, and create schedules in minutes. See how bWFM helps banks and credit unions staff branches with 16% greater accuracy using appointment and walk-in data.

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