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INTEGRATIONS—DIGITAL BANKING

Q2

From digital intent to booked appointment — without leaving the app.

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What it is

Coconut’s Q2 integration embeds appointment scheduling directly into Q2’s digital banking interface, turning moments of intent into confirmed consultations without redirects or separate logins.

How it works

Members select a service, advisor, time, and channel directly inside Q2. The pre-integrated solution supports in-branch, phone, and video appointments and can be activated without custom development.

Best fit for

Financial institutions using Q2 that want native, 24/7 self-service scheduling in digital banking to capture after-hours demand and connect members with advisors.

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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