Watch: How CU SoCal Uses Coconut to Turn Walk-ins into High-Value Appointments

Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. 

Aaron Young, SVP of Branch Operations and Retail Banking, explains how they’re driving loan growth and improving member satisfaction by using Coconut’s digital appointment scheduling platform. 

“We’re increasingly moving walk-ins to high-value appointments and building that behavior because we know appointments convert. Walk-ins are the organic engine that feeds our appointments.”

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