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RETAIL AND BRANCH OPERATIONS PLATFORM

Optimize staff performance with Coconut Software

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.

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Join 200+ financial institutions who trust Coconut to deliver smoother experiences​

in additional profit from loans and mortgages sold over 3 years*
0 M
in productivity savings
$ 0 K
increase in loan pull-through rate*
0 %

RETAIL AND BRANCH OPERATIONS PLATFORM​

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”

—Aaron Young SVP of Branch Operations and Retail Banking Credit Union of Southern California

RETAIL AND BRANCH OPERATIONS PLATFORM​

Put the right advisor in the right 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.”

—EVP and Chief Community Banking Officer, $6B AUM Bank

RETAIL AND BRANCH OPERATIONS PLATFORM​

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 have available

“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.”

—Tasha Newman Digital Specialist Libro Credit Union

RETAIL AND BRANCH OPERATIONS PLATFORM​

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.”

—Kelley Jacobsen VP Marketing & Operations YOLO Credit Union

Take a peek inside our platform:

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.

Beat the competition by allowing customers to schedule time with your team directly from their Google search results.

Discover which channels lead to more high-value appointments booked and products sold so you can optimize your marketing spend.

Integrate Coconut with Google Tag Manager and Google Analytics so you can understand how your campaigns are performing.

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

Marketing

Drive conversion rates and better attribution by connecting your marketing campaigns directly to booked appointments. Capture lead data seamlessly while providing a friction-free path from discovery to a scheduled meeting.
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CX and Member Experience

Remove the long waiting game and provide a premium, personalized journey across every single touchpoint. Empower your members to engage with the right experts at their convenience, increasing overall satisfaction and loyalty.
Learn more

Lending

Streamline the loan application process by ensuring borrowers can instantly book time with a lending officer. Reduce drop-off rates and accelerate time-to-close with automated scheduling to keep applications moving forward.
Learn more

Top retail banking trends report

Discover the top trends that are shaping the now, and the future, of retail banking. Access the report to discover the challenges and solutions that leading financial institutions are adopting to drive change, and customer satisfaction scores.
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