Face-to-Face From Your Own Space

Compatible with major video conferencing services, customers, prospects and members can schedule a phone or video meeting with staff quickly and easily from the comfort of their own homes, without downloading additional software or setting up accounts.

KEY FEATURES

Don’t Miss A Thing

Whether working in-branch or remotely, staff members are informed about how the customer or member prefers to meet for the appointment via email and in the platform dashboard.

Accommodating Complex Services

Not all services can be handled remotely – select which services are offered via phone and video, and which require an in-branch visit. Organize your branch by controlling appointment and arrival times in order to keep staff and visitors comfortable.

No Video? No Problem

Not everyone can (or wants to) meet on video which is why we support phone meetings. Your customers and members enter the number they want to be reached at and your staff call them back at the scheduled time.

A typical FI has 10-20% share of wallet, best in class has 60%. Make it easy to bank with you.

Source

SUCCESS STORY

“I wanted to thank you and your team for making this available for your clients. It’s a great example of providing a solution that is a real and present need due to the challenging and uncertain times we are in. I can’t say how grateful I am right now to have the Coconut system in place.”

JEANNE PICKENS
COO, Rogue Credit Union

View our Success Stories