Coconut Software Media Kit
Coconut Software empowers financial institutions to grow by providing exceptional experiences at every stage of the customer journey.
- Launch Date: 2011
- HQ Location: Saskatoon, SK
- Company Size: 51-200
- Target Customer: Financial Services
- Funding Stage: Series B / $39.4M CAD in total
- Press Contact: marketing@coconutsoftware.com
Recent Press Releases
Coconut Software Awarded Win in 2023 Technology Fast 50™
Coconut Software Announces Integration with Q2’s Digital Banking Platform
Coconut Software Launches Integration With Posh’s Conversational AI Technology
About Coconut
At Coconut Software, we believe that connecting with your financial institution should feel as breezy as a day at the beach. That’s why we spent a decade building a platform that makes it effortless for customers to connect with representatives and easy for staff to deliver exceptional experiences. Our appointment scheduling, queue management, and video banking solutions are trusted by 150+ leading financial institutions across North America, including RBC, Vancity, and Rogue Credit Union. Coconut Software helps these FIs (and more) attract new customers, improve experience, sell more products, and improve customer loyalty.
About Coconut’s Founder
It is a fact that only 6% of tech companies have female CEO. Katherine Regnier is proud to be one of them. Katherine is the CEO and Founder of Coconut Software, the leading provider of appointment scheduling and lobby management solutions for financial institutions.
The Coconut platform is a holistic solution that offers appointment scheduling and lobby management, tailored to tackle the challenges and pain points of banks and credit unions. The company was noted as one of the ‘Top 11 Companies in Tech To Watch In Canada’ in 2020 and was also one of a select few to be accepted into the North American Google Accelerator out of 800 applicants.
Katherine started her company with a $5K loan. When the demand for Coconut’s solution grew, in the fall of 2016, she decided it was time to raise money. Since then she has successfully raised over $39.4M and has scaled the team to over 100 employees.
“Working with the Coconut team has been a fantastic experience. Not only does Coconut offer best-in-the-industry appointment software but they also have an incredibly passionate and dedicated team. Our implementation was a great success, a testament to both the software and the excellent team at Coconut.”
NATHAN HEEMSKERK
Tandia Financial Credit Union
Our Partners
Awards & Recognition
- 2023 Deloitte Fast 50 Winner
- 2023 Deloitte Fast 500 Winner
- 2023 Stevie Awards for Great Employers:
- People-Focused CEO of the Year (Gold)
- HR Team of the Year (Bronze)
- 2023 Great Places to Work Awards:
- Best Workplaces™ in Canada,
- Best Workplaces™ for Giving Back,
- Best Workplaces™ for Inclusion,
- Best Workplaces™ for Mental Wellness,
- Best Workplaces™ for Today’s Youth,
- Best Workplaces™ in Technology
- Best Workplaces™ Managed by Women
- 2021 EY Entrepreneur of the Year 2021 Prairies Finalist
- 2020 Google for Startups Accelerator for Women Founders
- 2020 Shortlist for Saas Product of the Year, Future of SaaS
Media Assets
Team Images
Logos
Product images
Additional Media
Coconut Software Demo
Top 2025 Retail Banking Trends
Podcast: Humanized Digital Engagement Propels Growth in Banking
Coconut Executive Team
Katherine Regnier
CEO & Founder
Katherine was proudly born and raised in Saskatchewan. She has led the company through
venture capital funding, strategic partnerships and rapid growth. Today, Coconut Software is
trusted by over 150 banks and credit unions across North America, ranging in size from $100M to over $100B in AUM. In addition to running her business, she is passionate about giving back to Canada and wants to help pave the way for future entrepreneurs. As a strong advocate for women in tech, she regularly speaks at events sharing her experience and learnings with others.
Bobbi Holte
Chief Financial Officer
Bobbi is from the Waterloo, Ontario region (a fast growing Canadian tech hub), and has spent 20+ years leading financial operations and strategy for various start-up and scale-up companies in a variety of sectors.
Prior to joining Coconut, Bobbi held CFO roles with notable Canadian scale-up companies Dspfactory (sold to On Semiconductor), Miovision Technologies and Dejero Labs. She also played a key role in the establishment and initial operations of The Accelerator Centre, located in the University of Waterloo Research and Technology Park in 2006.
Brady Murphy
CRO
Brady is a seasoned leader with over 20 years of experience growing companies across multiple industries. During the digital explosion of the mid 2000s, Brady co-founded a pioneering mobile marketing agency and played a pivotal role in transforming the marketing landscape of the day. A decade ago, Brady co-founded AlayaCare, where he spearheaded efforts to bring mobility and AI/ML to the global home healthcare industry. After two successful exits, he joined the Coconut Software team to serve as the Chief Revenue Officer. Brady continues to lead with his signature strategic vision, and has his sights on revolutionizing the experiences financial institutions deliver to their customers and members.
Romeo Iula
Chief of Product & Technology
Romeo leads Coconut Software as the Chief of Product and Technology Officer. He completed a Computer Science degree at the University of Saskatchewan and moved on to a senior website developer role at zu agency before joining Coconut Software as Katherine’s second employee and has since played a significant role driving the success of the organization.
Isabelle Rochon
SVP, Customer Experience
Isabelle has over 20 years of experience in account management and customer success at the enterprise level. After graduating from HEC Montreal with a Bachelor of Commerce in Logistics, she worked as an account manager for one of North America’s top advertising agencies.
Finding her fit in the digital space after having worked for a web development agency, Isabelle joined iPerceptions, a SaaS VoC and Analytics platform, where she built the Customer Success department and worked with the team to create an orchestrated onboarding process and customer journey.
Isabelle loves to see her colleagues and clients win and is committed to their success.
Melanie Scheepers
SVP, People and Culture
Melanie has over 16 years experience in Human Resources. She has worked in various industries—including customer service and clinical research—in addition to the technology space. In the past, she’s led HR and grown the People function at high-growth, global companies.
She is passionate about building workplaces where employees can thrive and make meaningful contributions to their organization. She also enjoys the challenge of maintaining culture as businesses scale.
Melanie was named in the 2021 HRD Global 100, a list of the top HR leaders in the United States, Canada, Australia, New Zealand, Asia-Pacific, and the United Kingdom.
She is a graduate of the University of Toronto with a B.Sc in psychology. She enjoys reading, cooking, and spending time outdoors with her family.
Denise Willett
VP, Sales
Denise has over 20 years of experience in B2B enterprise technology and SaaS. Leading teams across Sales, Implementation and Customer Success, she brings a customer-centric and long-term partnership approach to every role.
Her experience includes working for large organizations such as IBM and high growth start-up’s in HR tech (Achievers) and FinTech (Nest Wealth). Career highlights include building an international expansion (EMEA) from scratch and being a part of several successful exits.
Denise believes that highly engaged teams drive real business results (a decade of HR technology experience helped to instill this). She is passionate about bringing an employee-first mindset, combined with a client-driven philosophy to Coconut.
Daniela Puzzo
VP, Marketing
Daniela has over 15 years of experience as a data-driven marketer in the B2B tech sector, and has built a distinguished career through a blend of strategic insight and hands-on execution.
She started her career in the reseller space, where she held both sales and marketing roles for a Microsoft and Sage VAR. Daniela then made a significant impact at Fonolo, advancing from Marketing Manager to VP of Marketing and playing a key role in guiding the company toward its acquisition by Verint. Prior to joining Coconut, she applied her expertise in the robotics AI/ML space.
Daniela has been featured on industry podcasts and was honored with the 2019 Women in Communications, Marketing & Technology Award by PR Canada.
Dave Bullock
VP, Product
(BIO TO COME)
Renee Fisher
VP, Engineering
Renee has 25 years of tech experience – building software products (in a variety of industries). After graduating from the University of Victoria, with a Computer Engineering degree, she started her career at IBM (delivering software for their business clients).
She then spent time at various start-up’s – LiveSwitch (helped to build the Professional Services department), Uplight (Director of Engineering) and Top Hat (VP of Engineering).
Renee is focused on understanding the customer’s needs and business, so that the team can build solutions that make customers’ experiences better.
Press Inquiries?
