BRANCH MANAGEMENT BUNDLE

Elevate Your Branch Experience with Seamless Walk-In Solutions

Welcome to a better, faster queuing experience, both in-branch and online. Say goodbye to long wait times and fragmented service experiences with Coconut’s integrated branch bundle.

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What’s included in the
Branch Management Bundle

Elevate Your Branch Walk-In
Experience with Coconut

Optimize Your In-Branch Interactions

Accurately display wait times across all channels, allowing customers to join the queue at their convenience and reducing perceived wait times.
Automatically notify customers via SMS or email when it’s their turn, letting them run errands or relax instead of standing in line.
Allow customers to join physical or virtual queues, providing flexibility and convenience.

“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
SVP of Branch Operations and Retail Banking
Member Contact Center Manager, Rogue CU

Enhance In-Branch Operations

Display all branch and ATM locations on a single map, with real-time wait times and options to join the queue remotely.
Provide staff with tools to manage customer flow, see who has waited the longest, and understand the reasons for visits, leading to more efficient service.
Use data to track walk-ins and analyze traffic patterns, helping to optimize staffing levels and improve branch management.

“Coconut has allowed us to also be adaptable and flexible to meet customer needs. So, if we needed to change the way that we’re serving them, we can adapt quickly.

EVP and Chief Community Banking Officer, $6B AUM Bank

Uncover Real-Time Insights and Analytics

Monitor and analyze branch traffic patterns to make data-driven decisions about staffing and resource allocation.
Track how staff spend their time and adjust schedules based on real-time data to improve productivity.
Leverage dashboards to understand customer behavior, wait times, and service outcomes, enhancing overall branch performance.

“Beyond just the software, the Coconut team consistently provided guidance on how to look at our analytics and also gave us their own insights, which has helped us make big improvements.”

Martin Harris
Senior Manager of Retail Delivery
Kawartha Credit Union

Provide a Seamless Customer Journey

Allow customers to switch seamlessly between online and in-branch interactions without having to repeat their information.
Empower customers with self-serve options to join queues or check wait times from their devices.
Keep customers informed about their place in line and expected wait times, enhancing their overall experience and satisfaction.

“With Coconut Software, we’re able to automate a number of our processes in the member journey to make things easier on our staff, and ultimately provide better service to our members.”