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MEET ON DEMAND

Advisors and bankers, pooled remotely. Available on demand.

With Meet on Demand, your financial institution can pool staff across branches and extend the reach of every advisor or banker. Rather than making customers wait in-branch, they can meet with the right specialist from another location remotely. The result is fuller schedules for your team, broader access to your services, and a better customer experience, all without increasing headcount.
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Never miss a walk-in opportunity.

Today’s clients and members expect fast, expert help the moment they need it. But most financial institutions are constrained by branch hours, long wait times, and limited staffing. Meet on Demand removes those barriers by connecting walk-ins with the right expert—whether they’re in another branch or working remotely.

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.

Learn how Coconut helps manage in-branch and virtual lines

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.

Learn how Coconut helps manage in-branch and virtual lines

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 an advisor through either Cococnut Connect or Microsoft Teams.

See how Coconut Connect powers 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.

Key Advantages of Meet on Demand

  • Reduce Wait Times
  • Optimize Staffing and Costs
  • Convert Every Interaction
  • Provide More Services
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Deliver more with the team you already have.

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