Howdy! See y’all in Austin 🤠
We’re ready to saddle up and go boots down in Texas with the best and brightest in financial services.
Coconut Software offers appointment scheduling, lobby management, and video banking tools that let you strike a seamless balance between your digital transformation and branch transformation strategies. We believe that the best way to grow as an FI is to give your customers self-serve options for simple transactions but still offer easy access to real humans for financial advice. So we’ve spent a decade building a product that makes this simple.
Curious to learn more about us? Don’t miss our keynote on Tuesday, November 28th at 5pm. Coconut Software VP of Product Eric Bin will be joined by Aaron Young (SVP of Branch Operations & Retail Banking at the Credit Union of Southern California) as they impart wisdom on how to ensure your digital and branch transformation journeys work together to achieve your FI’s goals. You can also swing by booth #407 in the Innovation Hub to chat with the Coconut Crew any time.
Mastering The Hybrid Experience: Why Top Financial Institutions Are Embracing A Digital-First Strategy vs. Digital-Only
In recent years, many financial institutions have raced to create digital-only experiences that shift their clients away from interacting with their team. While customers have appreciated digital options for quick transactions, when they need access to a real human for financial advice, more than half struggle to get it.
This results in not only a frustrating experience, but also lost revenue opportunities by failing to connect customers with the advice they need to make a purchase. Join Aaron Young, SVP of Retail Operations at Credit Union of Southern California and Eric Bin, VP of Product at Coconut Software to hear how leading financial institutions are marrying branch and digital transformation strategies to develop a best in class customer journey proven to grow assets.
What we’ll cover:
- Strategies to ensure your digital and branch transformation journeys work together to achieve your financial institution’s goals
- Best practices around building hybrid customer journeys that help you get the most out of your tech stack—and your people
- Measuring the return on investment of meaningful connections between your representatives and your customers
4 Ways to Connect with Coconut in Austin
Attending Coconut Crew Members
Director, Enterprise Accounts
Events Marketing Manager