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.
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3 Digital Banking Initiatives to Increase Branch Traffic
Streamline workflows, boost loyalty, and increase productivity. Discover how appointment management solutions eliminate operational inefficiencies.
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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.
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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 […]
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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.
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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.
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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 […]
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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 […]
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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 […]
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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 […]
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