Product Data Sheet

Appointment Management for Credit Unions

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Made for Credit Unions

As members embrace new technologies, it is imperative that credit unions take steps to stay competitive. Coconut Software’s Appointment & Lobby Management solutions enables credit unions to create meaningful connections that drive business growth and brand loyalty by optimizing member engagement.

By providing staff with better insights along every touchpoint in the omnichannel journey, Coconut Software is able to increase appointment ROI, while reducing staff idle time.

This Data Sheet Covers:

Key elements of the omnichannel experience that credit unions need to modernize their engagement process.

Gain deeper insights on features like:

  • Member Check-in
  • Omnichannel Self-service
  • Email and SMS Notifications
  • Contact Center Optimization
  • Walk-in Management