Resources

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 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 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

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

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Info Sheet – Bank Appointment Scheduling

The bank info sheet discusses how technology is changing the way banks connect with their customers. Download the Bank Info Sheet

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Coconut Appointment Scheduling ROI Caculator

Coconut Software’s ROI calculator uncovers the monthly and annual revenue increases companies can expect to see from both the additional advisor appointments and reduced no show appointments made possible through enterprise appointment scheduling software.

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Digital Transformation Guide

Download the guide to Digitally Transforming the Appointment Experience. Learn the friction points in the appointment lifecycle, the power of personalization, and tools to transform the appointment booking process.

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RFP Template

Download the Appointment Scheduling RFP template to help streamline the selection process and ensure you select the best solution.

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Product Overview

The Coconut Software product overview outlines how to improve customer engagement and optimize corporate performance.

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Customer Experience White Paper

Learn about the new digital customer experience that is expected from today’s leading financial services organizations.

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By Eric Kys in Community - Apr 18, 2019

How an #ICUL4U Session Taught Me That Employees Are Key to Improving Credit Union Performance

About a week and a half ago, I had the opportunity to attend the Illinois Credit Union League conference in yup, you guessed it, Chicago! During this conference I was able to jump in on Parables and Productivity, a great breakout session led by Andy Janning based around giving employees at credit unions a meaning […]

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