Financial Institutions Who Have Made the Switch to Coconut Software
6 Reasons Top FIs Prefer Coconut Over Other Vendors
With a 98% retention rate and a 2.87/3 CSAT score, our support team will go above and beyond for you.
Our platform makes it easy for you to customize appointment booking links and staff calendars, so your implementation matches your needs perfectly.
While other companies are spread thin amongst multiple industries, we’ve spent over a decade solely focused on helping financial institutions succeed.
Our platform is proven to increase customer NPS by 20 points on average.
Easily configure settings like buffer time for staff and availability, which can be a major challenge with other platforms.
You won’t have to submit support tickets and wait weeks for simple changes.
Engageware vs. Coconut
UKG vs. Coconut
FAQs
Answers to some of the most common questions customers have asked. Don’t see yours listed? Reach out to one of our experts.
You bet. We know our way around complex integrations. From communication, workforce management, and video conferencing, to data analysis, HCM, and IDM, our experts can tailor solutions for a full, seamless integration between our system and yours. Explore what’s possible on our integrations page.
We’re SOC II certified, so you can rest easy knowing that your data will be handled securely. We adhere to industry-leading privacy and security standards to manage our network, secure our web and client applications. Read more about all things privacy and security at Coconut.
Every financial institution is different. So, first we’ll work with you to understand your goals. Then we’ll pull together the right mix of Coconut solutions to get you there with your budget in mind.
Of course. You’ll be able to add your logo and customize colors, so you can give customers and members a consistent experience.
From your first meeting to product rollout and staff training, we’ll partner with you every step of the way to help you launch with confidence. Although every financial institution is different, most are up and running in 4 – 16 weeks, depending on the solutions you choose and your institution’s change management style.
Absolutely. We’d love to give you a glimpse of Coconut. You can watch a demo on your own time, or speak with one of our experts for a deep dive tailored to your needs.
Grow your FI with exceptional experiences
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