Operations

Coconut Software - Blog Hero - Steps to Improving Operational Efficiency
By Sean Wilson in Operations - Jul 3, 2019

3 Steps to Improving Operational Efficiency

From your employees, to your customers, to the data that ties them together, discover how to identify and eliminate operational inefficiencies in 3 steps.

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Coconut Software - Blog Hero - Learnings from the Bank of Amazon
By Sean Wilson in Customer Experience - Jun 21, 2019

4 Customer Experience Lessons Banks & Credit Unions Can Learn From Amazon

From data utilization to partnerships, Amazon reigns supreme in customer experience. With a ‘Bank of Amazon’ on the horizon, it’s time to take notes.

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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.

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WP-Blog-Hero-Digital-Banking-Initiatives
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.

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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 […]

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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 […]

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Coconut Software - Blog Hero - Real Time Service
By Kelly Wilson in Operations - Jan 10, 2019

The Importance of Providing Real-Time Service

Did you know 80% of customers drop off the line when placed on hold for over 1 minute to schedule an appointment?  Reduce churn, and optimize the customer experience by providing real-time service. As an appointment driven business, it is crucial you provide a seamless scheduling experience for your customers to drive business to your […]

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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 […]

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Coconut Software - Blog Hero - OperationalInefficiencies
By Kelly Wilson in Operations - Oct 31, 2018

Identify Operational Inefficiencies in your Organization

Identifying your organization’s operational inefficiencies is a key step when choosing software implementations during a digital transformation. By correctly diagnosing any issues, you will be able to develop a clear picture of the technology implementation process you need. In appointment-driven businesses, it is a common issue for organizations to experience both back-end and front-end inefficiencies […]

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Coconut Software - Blog Hero - MBWP_BlogHero_LosingCustomers Appointment Booking Procoess
By Kelly Wilson in Operations - Sep 25, 2018

Losing Customers Due to a Manual Appointment Scheduling Process (2019 Update)

Are friction points in your manual appointment scheduling process turning away potential customers? As an appointment-driven business, in order to drive revenue into your branch locations, you rely on customers to reach out and schedule appointments with you. When this process includes too many steps, customers can be discouraged from completing their scheduling, and you […]

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