MEET ON DEMAND
Advisors and bankers, pooled remotely. Available on demand.
Never miss a walk-in opportunity.
MEET ON DEMAND
Staff Pooling
Branches can route overflow walk-ins to available advisors in other locations, creating a shared pool of staff across your organization.
MEET ON DEMAND
Unified Queue for All Walk-Ins
From their dashboard, staff can view walk-ins from their own branch and other participating branches—all in a single, unified queue.
MEET ON DEMAND
Hassle Free Virtual Meetings
Once staff accept a walk-in, Coconut generates a secure room code so the client can easily connect with a remote advisor through Coconut’s Video Banking.
Why it matters.
Empower Staff, Fuel Success
Set advisors up for success with fuller schedules and more client opportunities.
Stronger Branch Performance
Serve more walk-ins, reduce wait times, and improve customer satisfaction without adding staff.
Operational Excellence at Scale
Unify your entire member-facing workforce into one pool, seamlessly delivering your full range of banking services in every branch through video banking.
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.
Key Advantages of Meet on Demand
- Reduce Wait Times
- Optimize Staffing and Costs
- Convert Every Interaction
- Provide More Services