VISIT COCONUT SOFTWARE AT

Future Branches Austin

November 28 – 30, 2023 | Austin, TX

Innovation Hub, Booth #407

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

1

Book a Meeting 🤝

Schedule a chat with one of our experts to learn how you can elevate your branch experience and operations.

2

Join Us For A Drink 🍹

Ask us how you can get your boarding pass for our exclusive Coconut Social on Wednesday, November 29th.

3

Attend Our Keynote🎤

Listen to Coconut power user Aaron Young (from CU SoCal) share his winning approach to hybrid banking on Tuesday, November 28th at 5pm.

4

Say Hi to the Crew👋

We’re friendly and would love to chat! Swing by booth #407 the Innovation Hub.

Catch up with the Coconut Crew ✨

Schedule a chat, get a demo of our product, or just come say hello at Booth #407 at Innovation Hub

Attending Coconut Crew Members

Eric Bin
VP,
Product

Stephen Murphy
Director,
Sales

Martina Davitkova
Account
Executive

Maggie O’Rourke
Director, Enterprise Accounts

Erin McLellan
Events Marketing Manager

Ash Sampson
Designer,
Marketing

X Popup Image