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: email@example.com
Recent Press Releases
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.
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
Coconut Executive Team
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.
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 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.
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.
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.
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.
Eric brings over 20 years of experience in the tech industry, with the last 14 spent in product. After learning the ropes at Amazon, he’s helped build and scale product teams at companies like Clio, Article, and Thinkific.
Eric demonstrates deep customer obsession and consistently builds teams that reflect this commitment. As a leader, he has a strong business sense and ensures his people are always heard and supported.
Spurred by a passion for coaching, he’s served on the board of ProductBC and volunteers numerous hours to develop future product leaders, both one-one-one and at conferences.
Pete has been a lawyer since 2010 and specializes in corporate and commercial law. He began his career in Brisbane, Australia, before returning to Canada, where he first joined the legal team at Research in Motion (RIM). He has worked in technology since then—in both the public and private sectors—for major national and global organizations, including Loblaws (as Director, Legal) and Shopify (as Associate General Counsel).
Pete is passionate about high-growth Canadian technology companies. As Coconut’s first lawyer, he is excited to build a foundation for long-term growth and support Coconut’s mission of making financial services more effortless and accessible to everyone.
Pete holds a Bachelor of Arts (Honours) in Philosophy from Queen’s University. He attended law school at Bond University in Australia and was called to the bar in 2010. He is a member of the Law Society of Ontario and is admitted to practice internationally in Australia and New Zealand. He enjoys mentoring students, reading, outdoor activities, and spending time with his family.
Jeff has 15+ years of experience in a variety of sales and leadership roles, including at high-growth software companies like Salesforce and Procore Technologies.
Jeff is passionate about building world-class teams and creating the next generation of sales leaders. He enjoys creating a collaborative, fun working environment where staff learn new skills and develop their careers.
Jeff is excited to work for a company building technology for the financial services industry. He believes that helping banks and credit unions operate more efficiently gives everyone a chance to make the most of their wealth and savings.
Jeff graduated from Brock University and holds a degree in Business Administration.
Caily has over 15 years of marketing experience, primarily in the tech industry.
As a forward-thinking marketer, she has a proven track record of driving inbound revenue growth by challenging conventional marketing tactics and implementing effective demand generation strategies for SaaS and B2B models.
She is a passionate team leader who believes that when everyone is working towards a common goal, success will follow.
Caily holds a Bachelor of Commerce from University of Guelph.
VP, Product Marketing
Christine has spent over a decade building go-to-market strategies for Canadian tech startups and scaleups. Prior to Coconut, she held various product marketing roles at Axonify, Ten Thousand Coffees, and Smile.io to name a few.
She believes that the best product marketing strategies begin with a deep understanding of your best-fit customers and she carves out regular time to ensure their voices are heard. She has a knack for creating internal alignment and building cross-functional relationships that keep the business moving in the same direction.
As a leader, she cares deeply about her team and ensures they have the resources, support, and focus they need to be successful.
Christine holds a Hons. BA in English from York University.