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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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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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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Strategies for the Impending Baby Boomer Crisis
Explore the boomer issues presented in a recent Financial Brand article, & how Coconut’s customer experience software fits into the marketing strategy.
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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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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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How Employees Improve Credit Union Performance
Read Eric’s take on Andy Jennings session at ICUL, and how the right tools & knowledge in the hands of your employees improve credit union performance.
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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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3 Ways Credit Unions Can Connect With Millennials
Katherine Regnier, CEO and Founder of Coconut Software highlights the three key methods Credit Unions can use to connect with millennials.
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