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.
Productivity Gains Add Up With Coconut
↑ 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 Doing Their Best Work, Faster
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.
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