Capture Interest. Convert Sales. Catapult Success.
Loan opportunities can easily slip through the cracks if you don’t have the right experts ready to serve motivated customers. Coconut keeps your staff in the right channels to capture interest in the moments that matter. Then it prepares them to have meaningful conversations around loans and mortgages, delivering exceptional experiences that seal the deal – and your competitive advantage.
Coconut Catapults Loan Growth
↑ 8.5%
increase in pull-through rates for loans*
$1.6M
in additional profit from loans and mortgages sold over 3 years*
↓10 min
reduction in handle time for loan-related appointments*
*Source: The Total Economic Impact™ (TEI) of Coconut Software, Forrester Consulting
Join 150+ Financial Institutions Boosting Loan Growth
Grab Customer Attention When Intent Is High
- Make it a snap for customers to connect with the right banking expert in any channel—website, online banking, mobile app, branch—to discuss loan options
- Keep opportunities from slipping through the cracks by routing referrals from greeters, contact center agents, or tellers to the right person, right away
- Capture interest for products and services, even when your people are offline, with always-on scheduling CTAs
- Provide instant confirmation and reminders to reduce no-shows and increase opportunities for conversions
“By using Coconut calendar, our agents are able to book seamless appointments with our members, allowing our bankers to have better conversations with more information at their fingertips. This has freed up a lot of time for us to focus on deepening our member relationships, which has helped push our growth.”
Equip Your Staff To Be Loan Growth Ambassadors
- Reduce follow-ups and get to the good stuff faster in initial meetings by sending customers reminders to bring relevant documentation
- Give your people a birds-eye view of each day. When they know exactly who’s coming in, at what time and for which products, they can prepare in advance to host highly effective meetings
- Collect customer information and documents during the booking process so you can match product recommendations to their specific needs
Credit Union of Southern California (CU SoCal) saw a 12% increase in loan pull-through rate and Kemba Credit Union saw a 13% increase in loan production after implementing Coconut.
Get Clarity To Better Capture Demand
- Understand the who, when, and where of banking expert demand so the right people are available to work every opportunity
- Free your floating staff to serve multiple locations virtually so your in-demand products always have coverage
- See where staff spend their time, who’s overbooked, and who’s available to help reduce wait times for popular products and services
- Get insights into which of your CTAs and campaigns are translating into loan opportunities and sales
“We also had insight into our most-used locations, our most engaged staff, and our most popular services, which has changed our operations. Now we can ensure that we have enough coverage based on those metrics”
Coconut Puts Customers First
98%
customer retention rate
99%
CSAT score
<15 min
support response time
Grow Smarter Using Best Practices
- Launch quickly with playbooks proven to help financial institutions like yours grow deposits
- Network with other financial institutions to share and uncover best practices
- Benchmark your performance against similar peers
- Get ongoing strategic advice and guidance through success planning with our team
"They’re responsive, act like partners, and are not afraid to jump in. It’s been a good partnership, and the software is bulletproof."
