Productivity
Set Your Team Up For Impressive Productivity
A big part of productivity is having the power to get more meaningful work done with the team you already have in place. Coconut removes the administrative burden of managing appointments and routes customers to the channels where they’ll have the best experiences. Get a solution that keeps your team out of the weeds and performing at the top of their game in high-value interactions.
Join 150+ Financial Institutions Who Trust Coconut To Deliver Smoother Experiences
Productivity Gains Add Up With Coconut
50%
Of appointments booked through Reserve With Google are for new customers
10 mins
saved per meeting*
$294K
in recaptured productivity over three years*
Say Goodbye to Admin Overload
- Make manual fact-finding a thing of the past by giving staff a unified view of appointment details and customer histories.
- Help staff find time in their day to prioritize high-value meetings by routing customers with transactional needs to self-serve channels.
- Stop siloed apps from stealing time by allowing staff to book, reschedule, and manage appointments directly in the Coconut platform.
“Coconut has allowed our teams to manage increasing traffic flows. It’s given our teams the ability to really manage their day instead of the day managing them.”
AVP Member Experience
$3B AUM Credit Union
Prepare More Personalized Interactions
- Understand each customer’s needs so you can match them with the right expert the first time.
- Give staff a detailed preview of who they’re meeting and for what reasons, so they can proactively work on wowing every customer.
- Centralize all customer context and information in one spot for effortless meeting prep.
- Coach customers to bring the documents that keep the conversation moving forward.
“Before Coconut, when a customer would walk in and sit down, there was probably five-to-ten minutes of conversation on why they chose the credit union and what they were looking to accomplish. Now that information is taken up front when the appointment is scheduled.”
SVP of Retail Operations
Meet Demand Without Burning Out Your Team
- Analyze historical data to understand the staff and skills needed to meet customer demand.
- Gain real-time visibility into where your teams actually spend time and who’s overbooked. Then adjust schedules to optimize existing resources before adding more FTEs
- Serve more customers, more efficiently by offering the same in-person expertise they love through remote video.
“We also have 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.”
Martin Harris
Senior Manager Retail Delivery, Kawartha CU
Yolo Federal Credit Union saw a 12% increase in auto loan appointments and a 120% increase in refinancing appointments in the first month of launching a targeted campaign.
Take A Peek Inside Our Platform
Branch Locator
Capture and verify member identities seamlessly during video consultations, ensuring security and compliance.
Audio Recordings + Transcripts
Automatically record and transcribe conversations for compliance, training, and future reference.
Screen Sharing and Markup Tools
Share screens and annotate documents in real-time to enhance clarity, understanding, and collaboration.
Electronic Signature Capture
Collect electronic signatures during video sessions for a fully digital experience that’s both secure and convenient.
Data Tracking + Reporting
Monitor and analyze service delivery metrics to continually improve member experience and operational efficiency.
*Source: The Total Economic Impact™ (TEI) of Coconut Software, Forrester Consulting