RETAIL AND BRANCH OPERATIONS PLATFORM
Optimize Staff Performance
Long lines and wait times. Over and under-staffing. Team burnout and missed customer connections. Sound familiar? Enable your team to deliver better service in less time, with Coconut Software.
Join 150+ Financial Institutions Who Trust Coconut To Deliver Smoother Experiences
Customers Who Use Coconut Have Seen
$1.6M
in additional profit from loans and mortgages sold over 3 years*
$294K
In productivity savings*
8.5%
Increase in loan pull-through rate*
Why Retail and Operations Leaders Love Coconut
Empower Your Team To Deliver Great Advice, Faster
- Direct customers to self-serve channels for transactional requests to keep your team focused on high-value product conversations
- Easily surface information and documents collected during the booking process to help advisors deliver personalized service
- Measure performance across staff, services, and locations to uncover coaching opportunities
“We’re increasingly moving walk-ins to high-value appointments and building that behavior because we know appointments convert”
Put The Right Advisor In Branch At The Right Time
- Get a clear view of in-branch activity, so you know when customers are visiting, and why
- Forecast how many staff you’ll need to meet customer needs today, tomorrow, and beyond
- See where staff spend their time, who’s overbooked, and who’s available to help reduce wait times
“Coconut helps us, from a strategy standpoint, transform our branches from providing transactional interactions to advice interactions. It helps us tee up our services in a way that enables customers to easily connect with the right person and get the help they need.”
Improve Coverage For In-Demand Advisors
- Let advisors serve customers remotely through video banking—no travel required
- Give advisors digital booking, meeting, and follow-up tools in one easy-to-use platform
- Set hybrid schedules that quickly show which meeting modes advisors are available for
“At Libro, we were surprised by the initial and immediate uptake of video. Libro members like that they can meet without needing to travel and they find using video easier than expected.”
Support from Experienced Pros
- Launch quickly with playbooks proven to help financial institutions like yours grow
- Connect with peers through quarterly networking sessions to share best practices
- Get ongoing strategic advice and guidance through success planning with our team
“I can confidently say that Coconut is one of our favorite vendors to partner with.”
Take A Peek Inside Our Platform
Branch Locator
Transform your locations page into an online marketing channel by allowing customers to go from location search to booked appointment in just a few clicks.
Reserve with Google
Beat the competition by allowing customers to schedule time with your team directly from their Google search results.
Channel Reporting
Discover which channels lead to more high-value appointments booked and products sold so you can optimize your marketing spend.
Google Suite Integration
Integrate Coconut with Google Tag Manager and Google Analytics so you can understand how your campaigns are performing.
Booking Shortcuts
Boost campaign conversion with custom CTAs that make it easier for customers to connect with your team to discuss product offers.
Learn How Coconut Can Help Other Teams
Check out the 2023 Benchmark Report
Unlock appointment experience benchmarks all financial institutions need to know about and see how your financial institution stacks up
*Source: The Total Economic Impact™ (TEI) of Coconut Software, Forrester Consulting