Digital Innovation

Coconut Software - Blog - Digital Transformation
By Kelly Wilson in Digital Innovation - Jun 13, 2019

6 Steps to a Successful Technology Implementation Process

What can you do to ensure a smooth technology implementation process? Coconut Software has the 6 best steps to ensure a successful implementation.

Continue reading
By Kelly Wilson in Customer Experience Marketing Operations - May 15, 2019

3 Digital Banking Initiatives to Increase Branch Traffic

Streamline workflows, boost loyalty, and increase productivity. Discover how appointment management solutions eliminate operational inefficiencies.

Continue reading
Coconut Software - Blog Hero - Walk-In Appointment Journey
By Kelly Wilson in Operations - May 2, 2019

Manage the Walk-In Appointment Journey

Give your customer experience and branch performance a boost with Coconut Lobby Management. The ‘phigital’ solution to mapping the customer journey.

Continue reading
Banking on Millennials Header
By Suchet Randhawa in Customer Experience Marketing - Apr 29, 2019

Banking on Millennials

Everyone wants to get in on the booming millennial generation and their precious dollars, but how? As the financial needs of millennials continue to rise, you need to be ready to provide quality service through the channels they prefer. But the question is, what do they prefer? And have you changed your strategy to cater […]

Continue reading
Coconut Software Background 16
By Sean Wilson in Digital Innovation - Apr 24, 2019

5 Things Financial Institutions Forget During a Digital Transformation

Make your digital initiatives work for you, not against you. Check our top 5 digital transformation errors and how Coconut Software can help you avoid them.

Continue reading
Coconut Software Blog Hero 15
By Sean Wilson in Customer Experience Operations - Apr 24, 2019

When Channel Switching Interrupts the Customer Journey

Looking to optimize the customer experience? Stop forcing clients to switch channels. Provide a personalized, intelligent experience with Coconut Software.

Continue reading
Coconut Software - Self-Service
By Sean Wilson in Customer Experience Operations - Apr 9, 2019

Balancing Millennials and Boomers in a Self-Service Era

When banks and credit unions discuss the industry’s current digital transformation and its push toward a more comprehensive mobile and online experience, it’s easy to get stuck thinking about it as a service that solely caters to the Millennial mindset. As discussed on our previous post on attracting Millennial clients, the ability to view real-time […]

Continue reading
Coconut Software Blog Hero - Credit Unions Connect With Millenials
By Kelly Wilson in Customer Experience Marketing Operations - Mar 25, 2019

Customer Effort Score Explained, and How Banks and Credit Unions Can Enhance it

As a bank or credit union, your customers depend on you for their high-value financial needs, so you want them to be able to access your appointment scheduling channels as easily as possible in order to drive that additional revenue to your organization. In this blog post, we will discuss how you can improve your […]

Continue reading
Coconut Software - Blog Hero - Appointment Scheduling Software Increases Revenue
By Kelly Wilson in Operations - Jan 30, 2019

How to Increase Revenue with Appointment Scheduling Software

Credit unions and banks rely on generating revenue through their appointments, making it crucial to maximize ROI on interactions. Learning to increase revenue with appointment scheduling software is a key way to maximizes these interactions to get the most value out of this customer touchpoint. Interested in learning more about appointment management software? Download Coconut […]

Continue reading
Coconut Software - Blog Hero - Customer Journey Mapping
By Kelly Wilson in Marketing - Jan 4, 2019

The Importance of Customer Journey Mapping

Failing to understand and map out how a new solution will fit into an existing customer journey risks making the experience worse, rather than better. After implementing new technology, there is an increased risk of a low adoption rate from customers. More often than not, this lack of adoption stems from the fact that the […]

Continue reading