Resources

Future Branches Report Volume 2 – From Teller Lines to Teller-less

Learn how industry leading banks are developing new techniques for in-branch staffing and tech adoption to deliver on customer experience requirements.

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Embracing a Customer-First Mindset: Eliminating Friction Points the Customer Multi-Channel Journey

Learn how evolving customer expectations, increased competition & new technology trends are disrupting the financial industry.

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An Omnichannel Strategy to Drive More Traffic to your Branches

Join us as we demonstrate our true omnichannel solution, and discover how to increase efficiency and remove friction across all customer facing channels.

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Coconut Software Insights

Gain a strategic advantage by tracking comprehensive real-time insights into your customer journey at all touchpoints for smarter, simpler optimization.

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The 2019 Future Branches Consumer Study

Created in partnership with Future Branches, this study details the relationship between customers and their bank — often with surprising results.

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Coconut Software Platform Overview

The Coconut product overview offers more information on enterprise appointment scheduling software and features like calendar sync and reporting.

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Webinar Replay: How to Assess Your Customer Effort and its Impact on Your Sales Funnel

In this webinar, we go over what a Customer Effort Score (CES) is, why it is important, how it impacts sales and how you can both assess and improve your own score.

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Coconut Software Lobby Management Data Sheet

The Coconut Lobby Management Data Sheet highlights the key features that enterprise organizations need from their lobby management system.

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Coconut Software Appointment Management Data Sheet

The Coconut Appointment Management Data Sheet highlights the key features and integrations that enterprise organizations need from an appointment management solution.

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Buyer’s Guide: Enterprise Appointment Management Software for Banks and Credit Unions

This guide covers which features and functionality to look for when assessing an appointment management solution for financial services.

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By John Schoeler in Company Culture News and Events - Oct 17, 2019

Looking Back at Finnovate – Top 3 Takeaways From The Show

Coconut Software’s John Schoeler looks back at the Finnovate Fall conference in New York. John highlights key sessions and learnings from the conference.

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