Staffing and forecasting gaps hurting CX? Get the Branch Workforce Playbook.

QUEUE MANAGEMENT SYSTEM FOR BANKS AND CREDIT UNIONS

Better queueing in branch and online.

Make long wait times and overtaxed staff a thing of the past. Give your visitors (and frontline) a better, faster queuing experience, whether they’re in-branch or online.

Real-time, digital queues that move​.

Transform the customer queue process with self-serve join the queue options (physical or virtual), instant appointment booking, wait time predictions, and next-in-line notifications.

Plus, help staff with member and customer flow management by showing them who’s waited the longest, why clients are visiting, and more.

KEY VIRTUAL QUEUE MANAGEMENT FEATURES

Wait time display

Display accurate wait times across channels in your lobby, on a digital kiosk, or via your website. Then, let clients decide whether they want to join the lineup or book a pre-scheduled appointment instead.

Next-in-line notifications

Send an automatic SMS or email notification to customers or members when they’re next in line. This way, customers and members can run errands or get a coffee—instead of holding their place in the queue.

Custom questions

Gather important information about customers and members as they join the queue. Now, staff can quickly pass more qualified referrals to advisors and give them the context they need to deliver a better experience.

Appointment scheduling

Give busy clients flexibility when they can’t wait anymore. Let them instantly convert their spot in the line to a pre-scheduled appointment for another time or request a callback when frontline staff are less busy.

Branch traffic insights

Better track walk-ins and prebooked appointments with Coconut’s insights dashboard. (No more clipboards!) See traffic trends, volume by location, and more so you can staff branches accordingly.

Virtual queueing

Now, customers and members can wait for service from wherever they want. Easily manage virtual branches through a central, online queue system that lets your staff see who’s still waiting for service.

Coconut customers enjoy a 75% reduction in appointment length and an average CSAT score of 97%

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.

Better bank queuing experiences start with Coconut.

Top Resources for FIs

Meet Branch Workforce Management

Forecast demand, build workforce plans, and create schedules in minutes. See how bWFM helps branch staff based on real appointment and walk-in data with 16% greater accuracy.