Partners Federal Credit Union is a not-for-profit financial cooperative with $1 billion in assets that offers membership to employees and cast members of the Walt Disney Company and their family.
Juliana Trujillo, of Partners Federal Credit Union, shares how Coconut Software’s appointment scheduling solution gives members a more convenient way to engage with staff—and helps advisors serve their members better.
“Prior to working with Coconut, we needed to find a newer, better way to engage with our members. So the biggest success with Coconut is that it’s really put us in the driver’s seat of being able to drive this experience for our members.”
– Juliana Trujillo
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