2025 Retail Banking Trends – Webinar
2025 Retail Banking Trends: How Can you Plan for Growth in Uncertain Times? Watch Webinar Now Discover the key investment areas financial institutions should prioritize to retain customers and drive profits in 2025—and beyond. Watch as industry leaders Marty vanZwietering, SVP Technology Innovation at M&T Bank, Paula Slagle, Head of ATM, Salesforce and Branch Development at PNC Bank, Katherine Regnier, CEO at Coconut Software and Isabelle Rochon, SVP Customer Experience at Coconut Software dive into 6 key strategies for growth and efficiency in financial institutions. What You’ll Learn 1 How human interaction is still pivotal in providing the best omnichannel experience 2 How leveraging data is key to connecting customers with the right advisor, at the right time 3 How empowering your staff with AI can have a massively positive impact on productivity
Buyer’s Guide to Appointment & Queue Software
FREE DIGITAL GUIDE Appointment and Queue Management Software for Banks and Credit Unions In this thorough overview, learn the top appointment solutions and their features, as well as how to pick the best technology partner for your bank or credit union. Download Now About Today, customers and members want to choose their own path. And they expect a great experience—whether in-branch or online. That’s where self-serve appointments and digital queue management software can help. They direct clients to the right person, at the right time, on the right channel. They also make frontline staff more efficient, so whenever and wherever customers or members show up, they’re ready to make it a great interaction from minute-one. But with all of the options out there, which one should you choose? Coconut Software’s Buyer’s Guide is here to assist you in answering that important question. Download Now Keep reading to see a sneak peek of our powerful Buyer’s Guide Below, preview the guide that’s helped financial services teams drive internal alignment, and successfully integrate appointment scheduling and queue management software into their existing tech stack. Or, download the full guide now to learn what a bank by appointment platform can do for your financial institution, smart questions to ask, and how to build a business case for the one you want. Or, download the full guide now to learn what a bank by appointment platform can do for your financial institution, smart questions to ask, and how to build a business case for the one you want. Appointment and queue management software: The basics to know before buying THE WHAT What is appointment scheduling software? Bank scheduling and queue management software lets people proactively book appointments and have more choice in the queuing process. Customers and employees can book from any internet-connected device—including a tablet in your lobby. It’s a much smarter way to manage in-branch and virtual queues together. This software also offers branch data and analytics that drive efficiency and CX scores. THE WHY How does scheduling software help financial institutions? This software helps improve your customer or member experience scores (think CSAT and NPS), makes staff more efficient and organized before meetings, provides data-backed insights into appointment type and branch traffic, and creates more opportunities to grow relationships and capture high-value interactions. THE HOW Why should financial institutions consider buying appointment scheduling software? In a nutshell, this powerful software helps banks and credit unions improve the overall customer and member experience and meet the demands of an increasingly multichannel world. It also helps increase operational efficiency, collect better data to make better staffing decisions, and drive more growth and retention across all lines of business. First, the basics. Now, the Buyer’s Guide. Now that you know the basics, it’s time to launch into a full scope and strategy around integrating this important solution into your financial institution. Download the full Buyer’s Guide now to learn what a bank-by-appointment platform can do for your financial institution, smart questions to ask, and how to build a business case for the one you want. Download Now What’s Inside What is bank appointment and queue management software? How does bank scheduling software help financial institutions? What are the top features to look for in a platform? What other factors should you use to evaluate vendors? How can you build a business case for bank scheduling software? Download Now
Kawartha Credit Union – Testimonial Video
https://www.coconutsoftware.com/wp-content/uploads/2025/01/Kawartha-Cu-Customer-Testimonial.mp4 Serving over 50,000 members in Eastern Ontario, Canada, Kawartha Credit Union delivers a full suite of competitive financial products and needs-based advice across 22 branches. Martin Harris, Senior Manager of Retail Delivery, shares how the team at Kawartha Credit Union is using the data captured in Coconut to make informed decisions that optimize branch operations and improve member experience. Read the Success Story “When we were looking at expanding our hours back to traditional hours, or more competitive hours, we used the data from Coconut to see when are our members coming in, how long are they staying at the branches, and what type of engagements that they’re doing?” Martin HarrisSenior Manager of Retail DeliveryKawartha Credit Union Check Out More Customer Success Stories View More